The Two-Minute Test: Investment Memo Evaluation Worksheet + BONUS
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Casie Lane
Need to make sure your investment memo stands out to investors?
Introducing The Two-Minute Test, your quick and effective way to get feedback on your investment memo! This simple evaluation tool helps you fine-tune your memo, making sure it grabs attention, communicates your value clearly, and avoids the common pitfalls that turn investors away.
What’s Inside:
🔑 Two-Minute Test: Investment Memo Evaluation Worksheet
- Quick Evaluation: Have someone review your memo for exactly two minutes. This ensures you’re hitting all the right points and keeping it concise.
- Instant Feedback: Use this evaluation sheet to capture key insights and address any gaps in your narrative.
- Real-World Practice: This is the same method investors use when evaluating deals quickly.
📊 Google Form Evaluation Template + Connected Google Sheet
- Google Form Setup: Quickly set up the form to start gathering feedback.
- Google Sheet Integration: Use the linked responses to capture and organize feedback effortlessly, keeping your review process streamlined.
- Task Management: With the integrated Google Sheet, you can track feedback and assign tasks to team members using @mentions.
How to Use This:
- Download the Worksheet and make a copy to start evaluating your investment memo.
- Use the Google Form to gather feedback from colleagues or investors and sync responses into your Google Sheet.
- Assign tasks in the Google Sheet for any changes or updates based on feedback.
- Track your progress as you make improvements to your memo and ensure it meets all the key criteria.
Why This Works:
- Actionable Insights: Capture and implement feedback in real-time, helping you refine your pitch.
- Efficiency: Save time and money by getting critical insights in a matter of minutes.
- Investor-Ready Memo: Ensure your memo is as polished and impactful as possible before presenting it to investors.
💡 Bonus: You'll get a direct link to make a copy of the Google Form, integrated into a Google Sheet, for easy tracking. This setup will save you time by streamlining the feedback process and ensuring your investment memo is ready to impress!
Get your FREE copy today and make your investment memo solid AF!
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