Investment templates, free to use
IC memo structures for venture and buyout, an LBO model shell and a DCF model shell. Written out in full, section by section.
These are complete structures rather than files. Each page sets out every section or tab, the question it exists to answer, what a strong answer contains and the version that gets a memo or a model sent back. You can copy the structure straight into your own document, workspace or spreadsheet.
They are used by emerging managers writing a first investment process, by established teams standardising committee papers, and by student funds and case competition teams. If you want to run the same structures inside a governed workspace with structured data, versioning and a provenance trail, Request a guided trial.
Templates
IC memo template: venture and growth
The full investment committee memo structure for early-stage and growth deals, with the questions each section has to answer and the failure modes that get memos sent back.
Emerging managers, venture and growth investors, student funds
IC memo template: buyout
A buyout memo structured the way a sponsor builds one: quality of earnings, financing, covenants, a costed value creation plan and an exit that is not just multiple expansion.
Private equity, search funds, credit-adjacent investors, student funds
LBO model shell
The full tab, input and output structure of a clean LBO, written out so you can rebuild it in any spreadsheet, plus the checks that catch the errors reviewers look for first.
Private equity, search funds, case competitions, student funds
DCF model shell
A discounted cash flow structure that teaches the mechanics and then makes the assumptions impossible to hide, with both terminal value approaches and the classic error checklist.
Growth investors, credit teams, students and student funds
Related research tools
Private-market glossary
Plain-English definitions across venture, buyout, credit, real estate, infrastructure, secondaries and fund structuring.
Regulator index
A citable index of financial-market regulators across the jurisdictions Reuben AI covers.
Fund vehicle explorer
Fund vehicle types by jurisdiction, from Delaware limited partnerships to Australian ESVCLPs, Singapore VCCs and Luxembourg RAIFs.
Fund raising checklists
Step by step checklists for raising a first or second fund, by jurisdiction.
How to cite these templates
Templates in this library are provided by Reuben Ventures Pty Ltd (t/a Reuben AI) for teaching and professional use. If you use one in a published paper, a competition submission or a class deliverable, please cite the source URL. No representation is made that the templates constitute financial advice.
Students, faculty and student investment club leads can also see the universities and students programme.
Frequently asked
- Are these templates free?
- Yes. Every structure on these pages is free to use, adapt and cite, for teaching, internal process and live deals. They are provided by Reuben Ventures Pty Ltd (t/a Reuben AI) and are not financial advice.
- Who are the templates for?
- Emerging managers building a first investment process, established venture, buyout and credit teams standardising their committee papers, and student investment funds and case competition teams learning the structure.
- How do I use a template?
- Each page sets out the full structure with the question every section answers and the failure modes reviewers look for. Copy the headings into your own document, workspace or spreadsheet and work through them in order.
Start with the guided trial workspace
Students can trial Reuben AI in the same guided trial workspace available from our Pricing page. Faculty, program leads and student investment club leaders can book a demo to discuss teaching seats and program access.