Advisory & Execution

Investment Committee Memo

The internal memo that gets a deal through IC.

Investment Committee MemoImage · Investment Committee Memo
Overview

An investment committee (IC) memo is the structured internal document that presents a deal for approval, covering thesis, returns, risks and mitigants. Matchpoint writes IC-grade memos for funds, family offices and corporates that need a rigorous case on paper.

As part of our Advisory & Execution practice, Matchpoint Partners has originated and led $2+ billion of transactions across four continents — and every advisory & execution mandate is led by a partner, from first call to close.

How Matchpoint helps

Our role on investment committee memo mandates

  • Investment thesis and deal summary
  • Returns, structure and key terms
  • Risks, mitigants and diligence findings
  • Recommendation and conditions
Questions, answered

Investment Committee Memo — frequently asked questions

The internal document that presents a proposed investment to a fund or family office’s decision-makers, setting out the thesis, structure, returns, risks and a recommendation.

Funds, family offices and corporate investors that require a rigorous, documented case before committing capital, and the companies or advisers preparing that case for them.

The hands-on work behind a raise or restructuring: financial modelling (three-statement, DCF, LBO, project finance, 13-week cash flow), investor documentation (information memorandum, pitch deck, business plan, data room), fundraising support (strategy, investor mapping, outreach, term-sheet and cap-table advisory) and transaction or turnaround support (valuation, due-diligence prep, IBR, lender packs).

Yes. These services are delivered on a monthly retainer or per deliverable, so a company that needs a model, an IM or a full fundraising process can bring in senior corporate finance capability without hiring a team.

Founders, promoters, developers and management teams that need capital and need the modelling, documentation and process done to an institutional standard — including businesses under time or liquidity pressure.

Matchpoint works primarily on a success fee, with a modest retainer to cover execution. Fees are agreed in writing up front and scaled to the size and complexity of the transaction — with no hidden costs.

Most mandates reach a first term sheet within 30 days, depending on diligence readiness and structure; closing follows once terms are agreed.

A short, confidential scoping call and NDA; we structure the requirement and prepare materials, then run a competitive process across our 5,000+ investor and lender relationships, and negotiate to close — with a partner leading at every step.

Matchpoint Partners is based in the UAE and runs cross-border mandates across the UAE, KSA, India and the UK, with active deal activity in wider Europe, Singapore and the United States.

Matchpoint has originated and led $2+ billion of transactions, with equity tickets typically USD 5m–300m, debt USD 10m–500m+, real estate finance USD 20m–500m+, and fund placements for funds of USD 50m–1bn+.

Use the enquiry form, email ck.adya@matchpoint-partners.com, or call/WhatsApp +971 52 345 1119. Every mandate is led by a partner from the very first conversation.

Yes. Matchpoint runs discreet, confidential processes and discloses client identities only under a signed non-disclosure agreement (NDA).

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