Investment Memorandum Consultants

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Research Optimus offers investment memorandums that are needed for an expanding variety of business transactions. We prepare a high-quality investment memorandum for potential investors and financial partners require a mixture of expertise, time, accuracy and confidentiality. While these critical fundraising documents can be prepared by internal staff, however outsourcing to investment memorandum consultants such as Research Optimus is a prudent strategy to consider.

Unbiased results and accuracy are two indispensable qualities in effective investment memorandums. Using independent consultants like ROP is a practical way to ensure that the data is not biased. The nature of the investment memorandum process also requires a level of detail and accuracy that can tie up internal resources. By employing Research Optimus to complete the necessary and time-consuming investment memorandum documentation, you will free up valuable time for your staff to spend on other high-priority tasks.

Expertise in specific industries is invaluable during many steps of the investment memorandum preparation process. ROP can fill the critical knowledge gaps with its team of industry experts. Research Optimus also has extensive experience in working with different investor types. This level of investor understanding can facilitate the success of many fundraising efforts.

The need for unwavering confidentiality can never be overlooked or shortchanged as investment memorandums are prepared. Research Optimus is a trusted and experienced choice among research providers.

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Ways We Can Help as Investment Memorandum Consulting Team

When we act as investment memorandum consultants, ROP provides a diversified portfolio of services:

Company Profiles

ROP assembles comprehensive business profiles and anticipates questions that financial partners and investors are most likely to ask. We include operational and organizational aspects, company history, products and services and core business overviews.

Business Plans

Research Optimus makes it easy to show your fundraising partners a business plan before they ask to see it. We develop an executive summary that makes it possible for busy executives to get what they need from the longer business plan by reading one or two pages. Key elements include SWOT analysis and strategic milestones.

Tax Reports

ROP ensures that all tax aspects are addressed. This encompasses current tax situations and tax history as well as tax strategy explanations. Specialized tax treatments for specific industries are analyzed.

Macroeconomic Reports

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

Investor Overviews

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

Investment Proposals

Research Optimus identifies all pertinent investment elements. We describe value propositions and opportunities for funding support in an investment proposal that includes an executive summary.

Teaser Preparation

Research Optimus creates teasers that provide a concise overview of the information memorandum. The goal is to produce a balanced summary that will encourage busy executives to take a closer look at the complete document when it is distributed.

Third Party Validation

ROP fills a due diligence role by validating third party data and information. We independently confirm details provided by parties such as consulting firms and banks. Our team can also confirm the validity of various financial models.

Financial Analysis

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

Financial Modeling

Research Optimus prepares financial models that are expected by many potential investors. This often includes modeling to reflect discounted cash flow, valuation, key performance indicators, and scenario evaluation such as bull and bear cases, and sensitivity analysis.

Industry Report

Research Optimus examines factors that influence each specific industry category. This typically entails industry outlooks, key industry players, entry barriers and trend analyses.

Management Team Biographies

Research Optimus highlights background and key skills of key team members such as CXOs and senior executives.

Investor Rationale

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

Gap Analysis

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

Methodology Explanations

Research Optimus ensures that all parties fully understand methodologies used during the research phases of investment memorandum preparation. Our research team can provide commentary to explain the entire process.

Design Support

Research Optimus creates PowerPoint presentations and documents that can play an instrumental role in business communication at various stages of investment memorandums. We include effective graphs images and ensure that logos, company details and layouts are consistent throughout the overall process.

Investment Memorandum Consulting Services - The Research Optimus Benefits

Here are five of the primary benefits of working with Research Optimus as your investment memorandum consultants:

  • Research Optimus has an existing team of investment memorandum consulting experts

    ROP is ready to start working today on the most specialized aspects of an investment memorandum. Without hiring additional staff or assigning current staff to the time-consuming task of preparing investment memorandums, you can move ahead with an experienced partner.

  • Research Optimus provides fast turnarounds that can be instrumental to the success of investment memorandums

    ROP helps your fundraising efforts stand out in a crowded environment by showing how quickly you can provide detailed documentation. You will often have what you need within 24 to 48 hours (sometimes less).

  • Research Optimus serves as an independent and unbiased source needed in several phases of an investment memorandum process

    ROP provides third party validations and other due diligence that will benefit from working with an independent provider. This will guarantee that you are working with the most accurate information when making decisions.

  • Research Optimus is experienced in meeting and exceeding best practices for a wide variety of industries

    ROP has industry experts who can facilitate more in-depth understanding of specific industries. Your investment memorandum will be tailored so that it meets industry guidelines.

  • Research Optimus is skilled in specialized functions beyond those required for investment memorandums

    ROP can handle much more than what is needed in the investment memorandum consulting process. This can greatly simplify your working arrangement for other business operations' needs.

A Smoother Process for Preparing Investment Memorandums

In an ultra-competitive climate for business fundraising, doing a better job with investment memorandums can provide a competitive advantage - and Research Optimus can help you complete the entire process in a cost-effective and timely fashion.



  • Senior Vice President Automotive & Transportation Industry

    We achieved substantial cost and time savings on several difficult projects. The services provided by Research Optimus was prompt attention to our requests and attention to details were excellent

  • Lynn Kowalczyk

    After carefully reviewing the documents you provided, we are suitably impressed with the meticulous details and extracted data which is truly high-quality

  • Leading STM Publisher

    Even though most of our communication was done via email, it was extremely easy to work with Research Optimus. Superbly quick turnaround time which was quicker than needed. They were there when I needed them!


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