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Investment Committee Memo

by LucidPlexus
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Put a recommendation in front of a committee that it can accept, amend or reject in the room. A Word template for an investment committee memo: the decision requested, a shortlist table, the scoring method (signals, weights and the evidence for each…
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Put a recommendation in front of a committee that it can accept, amend or reject in the room.

A Word template for an investment committee memo: the decision requested, a shortlist table, the scoring method (signals, weights and the evidence for each weight, what was not scored, how sensitive the ranking is), a section per company with its thesis, metrics and risks, what the data cannot tell, and a vote record. Grey guidance text says what to write in each part.

It comes with a filled example from Worth Backing?: Lanternfield’s spring 2026 round, with records to 31 March 2026. The shortlist shows eleven contenders: eight picks, and three applications (Business 931, 952 and 939) competing for the last two places. Three get a full section: Business 933 (the top score), Business 950 (the largest cheque, $360,000) and Business 952 (a close call). The figures come from the book’s tables and its Lesson 15 scorecard.

DOCX for Word, LibreOffice or Google Docs. Four A4 pages: two to fill in, two of example.

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Pages 4
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