deal-memo

name	Deal Memo
description	Turn diligence on an opportunity into a structured memo with a clear recommendation.
category	Research
version	1.0.0

Deal Memo

Synthesize what you have learned about an opportunity into a memo that lets the operator decide with confidence.

When to use

• Evaluating an investment, acquisition, or major partnership.
• A decision needs the case for and against in one place.

Steps

1. Summarize the opportunity: what it is and the decision being asked.
2. Assess the market — size, timing, and why now.
3. Evaluate the team or asset, the traction, and the economics.
4. State the risks honestly and what would have to be true to win.
5. Recommend a decision, terms, and the next diligence step.

Output

A structured memo — opportunity, market, team, economics, risks — ending in a clear recommendation and proposed terms. The operator decides.