Information Memorandum Sample Format

Legality Details

  • Company Incorporation
  • Legal certificates
  • Share holding pattern
  • Existing investors term sheet
  • Legal Structure
Company Details

  • Time lines / Milestones
  • CSR activities
  • Business Model
  • Company policies
  • Technology policy
Operational Details

  • Procurement policy
  • Vendor policy
  • Payment policies
  • Process details
  • Distribution strategy
  • Research & Development
  • Logistics
  • Quality Management
Market Details

  • Size of the market
  • Growth of market
  • Market insights
  • Product / service details
  • Factors contributing for growth
  • Opportunity details
  • Marketing Strategy / Budgets
Industry Details

  • Competitors Edge
  • Competition market share
  • Competition positioning
Human Resources

  • HR policies / Initiatives
  • Organization Structure
  • Employees compliance
Information Technology

  • Technology used
  • Software’s used
  • Hardware used
  • Licenses details
Customer Details

  • Overview of customers
  • Customer segmentation
  • Customer insights / Share
  • Customer complaints handling process
Financials

  • Financial summary
  • Existing P&L & Balance sheets
  • Audited statements
  • Projected financials / Cash Flow
  • Financial ratios
  • Valuations / Equity Dilution
Summary

  • Investment details
  • Overview of Financials
  • Vision & Mission
  • Top Management profiles
  • Roles & Responsibilities
  • Valuation Method