Investment Memo Builder
Investment Memo Builder helps the founder or programme team build a first usable version of a deeper written investor case covering thesis, evidence, risks and milestones. Within Funding, Grants & Investment Readiness, it turns a broad or uncertain area of the venture into a concrete Bertie work product that can be reviewed, improved and reused. The task is intentionally discrete: it should produce a specific artefact, decision, evidence item or risk signal rather than general learning notes.
Produce a first complete and usable asset for Investment Memo Builder. The objective is to remove ambiguity around a deeper written investor case covering thesis, evidence, risks and milestones, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.
Bertie or a programme manager assigns Investment Memo Builder when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.
venture thesis; customer evidence; product roadmap; financial assumptions; current funding objective; draft inputs or template to complete; specific context for a deeper written investor case covering thesis, evidence, risks and milestones.
Review existing venture pitch decks, data room documents, and executive summaries to extract reusable investor-facing narrative. Select the appropriate institutional investment memo template tailored to your venture's stage, sector, and target funder profile.
ObjectiveGathering and synthesising existing venture assets establishes a clear, unified baseline for the written investment case. This prevents redundant effort and ensures the new memo builds directly upon verified historical data and previous founder messaging.
What's expectedThe founder must deliver an inventoried repository of existing venture materials mapped directly against a selected investment memo outline. Key data points, historical operational metrics, and pitch arguments must be systematically catalogued with clear source attribution.
Open action arrow_forwardConsultant stress-test · 5 questions- 1.Which specific historical pitch assets were discarded during this audit, and what precise narrative gaps justified removing them?
- 2.How does the selected investment memo structure align with the specific decision-making criteria of your target UK venture funds?
- 3.Where do your existing founder materials show conflicting data points regarding market size, unit economics, or traction?
- 4.What proportion of the imported material is backed by primary operational data rather than unverified internal assumptions?
- 5.How will this baseline selection streamline the construction of a narrative suitable for formal institutional due diligence?
- A data-room asset titled Investment Memo Builder
- A completed working asset, template, framework or decision-ready document that can be stored in the data room
- It should update the venture DNA with specific evidence or decisions about a deeper written investor case covering thesis, evidence, risks and milestones, create a visible milestone in the founder journey, and generate one or more recommended next tasks
Bertie co-pilot maps funder or investor criteria to evidence, drafts and reviews materials, simulates evaluator objections, and updates the funding record. For this task, it should focus on a deeper written investor case covering thesis, evidence, risks and milestones, prompt the founder for missing inputs, draft or improve the output, flag weak assumptions, and record the result back into the relevant data-room section.
A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.