Bring the current case, relevant precedent, and supporting sources into the same review. Make assumptions easier to challenge before the memo reaches investment committee.
Project Atlas
A vertical software business with established customer relationships and a new chapter of growth.
Customer quality
The diligence supports stability in the latest cohort. The composition of that result matters.
Growth assumption
Test the evidence across customer groups before carrying the assumption into the plan.
Investment committee · working draftThe investment memo
A memo should show more than the conclusion. Bring the assumptions, evidence, and precedent behind the case into review.
Follow a statement in the memo to the evidence behind it, keeping the source and its original context in view.
Examine what supports a key assumption, what contradicts it, and which questions remain open before committee review.
Compare the current argument with a prior investment, including the outcome that tested it and the differences that limit the analogy.
A session around your work
Describe an assumption your team regularly needs to challenge. We’ll focus the session on the evidence and precedent a useful review needs.
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