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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
Industry Details
  • Competitors Edge
  • Competition market share
  • Competition positioning

Human Resources
  • HR policies / Initiatives
  • Organization Structure
  • Employees compliance

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
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
Financial
  • 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