Structured frameworks for creating investment memos across VC, growth equity, PE, and public markets.
| Market | TAM accuracy? Growth rate? Tailwinds/headwinds? | Industry reports, expert calls, census data | | Product | Product-market fit evidence? Defensibility? Roadmap? | Customer interviews, product demo, NPS data | | Financial | Revenue quality? Unit economics? Cash runway? | Financial statements, data room, QofE report |
| Team | Founder-market fit? Key person risk? Bench depth? | Reference checks, LinkedIn, prior exits | | Legal | IP ownership? Litigation? Regulatory exposure? | Legal counsel review, patent search | | Customers | Concentration risk? Churn? Expansion revenue? | Customer calls, cohort data, NRR analysis |
Investment memo creation combining financial analysis, document generation, and structured templates. Use when creating investment memos, pitch decks, deal summaries, or investment committee materials. Source: travisjneuman/.claude.