Investor memo template
Give investors the context they need before or after the pitch call.
Some investors want the deck. Others want the memo. A memo gives you room to explain the thinking behind the company without cramming every point onto a slide.
Claude can turn scattered founder notes into a memo that reads like a coherent investment case. Send makes it easy to share, update, and track without attaching another PDF to a thread.
What to include in the investor memo
- A short company overview and the stage of the business.
- The problem, customer, and current workaround.
- Product explanation, wedge, and why customers choose it.
- Traction, revenue, usage, retention, pipeline, or proof of demand.
- Market, business model, and go-to-market plan.
- Team, risks, open questions, raise amount, and use of funds.
Prompt to use in Claude
Search the registry for the Send connector. Once connected, use their "send/investor-memo" skill.
How to create it with Send
Start with the inputs that are usually scattered across docs: the deck, metrics, customer notes, founder bio, market notes, and fundraising plan. Ask Claude to create an investor memo using the Send connector.
Once the memo is a Send page, you can share one link with investors and keep it current as numbers change. That matters when a partner forwards it internally a week later.
Investor memo structure
Company snapshot
What the company does, stage, customer, and current traction.
Problem and product
The pain, the current workaround, and how your product solves it.
Market and motion
The market, business model, go-to-market plan, and why now is reasonable.
Ask and diligence
The round, use of funds, risks, open questions, and next step.
Why send an investor memo as a page
A memo often gets read by people you have not met yet. Send gives them one clean link and gives you a read on whether the memo is getting attention after the first conversation.