Investment committee memo template
Updated
An investment committee memo template has eleven parts: recommendation, deal summary, investment thesis, market, financials, valuation and terms, key risks with mitigants, diligence findings, ESG considerations, open questions and the decision record. Reuben AI fills these sections from the living record and keeps the decision and follow-ups attached.
A template keeps every deal comparable, so a committee reads each memo the same way. The sections below work across buyout, venture, private credit and real assets, with asset-specific additions where needed.
The final section, the decision record, is often missing. It captures what was decided, the conditions and who owns each follow-up, so the memo stays useful after the meeting.
How Reuben AI compares
Investment committee memo template sections.
| Attribute | Reuben AI | Purpose |
|---|---|---|
| Recommendation | Decision sought and conditions | Frames the meeting |
| Key risks | Risk, evidence, mitigant, owner | Focuses debate |
| Decision record | Outcome, conditions, follow-ups | Keeps accountability |
Frequently asked questions
What should an investment committee memo include?
A recommendation, deal summary, thesis, market, financials, terms, risks and mitigants, diligence findings, open questions and a decision record.
Is there a sample investment committee memo template?
This page lists the standard sections. Reuben AI produces memos in a partner's own template, co-branded or white-label.
How do you keep a committee memo current?
Link each claim to evidence and record the decision. Reuben AI flags which sections a new document or event affects.
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<a href="https://www.goreuben.com/answers/investment-committee-memo-template">Investment committee memo template</a> (Reuben AI)
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