Investment Memorandum Consultants
Research Optimus

ROP assembles comprehensive business profiles and anticipates questions that financial partners and investors are most likely to ask. Read more about Company Profiling.

ROP ensures that all tax aspects are addressed such as current tax situations, tax history and tax strategy explanations.

ROP compiles an overview of current and proposed investors including investor typologies, contact details, and investment goals.

ROP examines the gap between current business levels and projected financial results after funding is obtained to enable potential investors to focus on "with new funding" and "without new funding" scenarios.

We develop an executive summary (including SWOT analysis and strategic milestones) that makes it possible for busy executives to get what they need from the longer business plan by reading one or two pages.

ROP examines factors that influence each specific industry category including industry outlooks, key industry players, entry barriers, and trend analyses.

To identify all pertinent investment elements we describe value propositions and opportunities for funding support in an investment proposal that includes an executive summary.

ROP ensures that all parties fully understand methodologies used during the research phases of investment memorandum preparation.

ROP compiles a detailed financial examination based upon cash flow projections, balance sheets, and income statements to address the financial deal structure, projected IRR, and exit strategies.

ROP analyzes macroeconomic factors by describing the specific impact on the investment memorandum's deal including PEST analysis, global challenges, and currency effects.

ROP details how funds will be used, the timing for returns on investment, and the potential risks in comparison to investment gains.

ROP fills a due diligence role by validating third-party data and information and independently confirming details provided by parties such as consulting firms and banks.

ROP prepares financial models that are expected by many potential investors including modeling to reflect discounted cash flow, valuation, key performance indicators, and scenario evaluation. Read more about Financial Modeling.

ROP highlights the background and key skills of key team members such as CXOs and senior executives.

ROP creates teasers that provide a concise overview of the information memorandum to produce a balanced summary that will encourage busy executives to take a closer look at the complete.

ROP creates PowerPoint presentations and documents that can play an instrumental role in business communication at various stages of investment memorandums including effective graphs/images and consistent logos, company details, and layouts.