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I have an investment case study , how would one write an investment memorandum? Are there examples I can find? How Do I reference the work?

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Rita
Coach
on Oct 02, 2025
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Hi there,

For an investment memorandum, the key is clarity and structure. Typically you’d include an executive summary, company overview, market and industry analysis, financial analysis, valuation, risks, and your recommendation. Focus on presenting your reasoning logically and backing it with data where possible.

When referencing work, cite sources clearly. Like filings, reports, or news to keep your work transparent.

Best, 

Rita