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Investment & Diligence
Investment Memo
Assemble an investment memo that argues both sides: the opportunity, the moat, the risks that matter, and what to verify next.
Use this template Best for: Investors and corp-dev teams
Start from this prompt
“Draft an investment memo on [company/opportunity]: market, thesis, moat, key risks, and the diligence questions to answer.”
Swap the bracketed parts for your specifics — Gevara handles the structure and analysis.
What you provide
- The company or opportunity
- What you know so far
- Your investment criteria
What you get
- Opportunity sizing
- Thesis and moat
- The risks that decide the outcome
- Prioritized diligence questions
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