Deal Memo / Investment Thesis Generator
Draft a deal memo or investment thesis. Use when you need a structured rationale, risks, and diligence questions for a potential deal.
Try this Blueprint now
Try this Blueprint now
Write a clearer deal narrative
Turn scattered notes into a structured thesis that explains why this deal matters and why now.
Surface risks before they surprise you
Identify key deal risks with practical mitigations so you can pressure-test the opportunity early.
Walk into diligence with a plan
Get a focused diligence checklist and decision criteria so next steps are obvious and measurable.
Who is it for?
Investors, corporate development teams, and founders evaluating partnerships, acquisitions, or investments.
Deal memo and diligence plan
A decision-ready deal memo that covers the thesis, strategic fit, risks with mitigations, and a diligence plan organized by workstream. It also includes clear Proceed/Pause/Pass criteria so stakeholders can align quickly.
1-page executive summary with “why this, why now” thesis
Strategic fit breakdown (customers, product, distribution, capabilities)
Risks and mitigations plus diligence questions and required documents
Decision criteria and next steps (Proceed / Pause / Pass)
Kevin Liu
Corporate Development Manager, Mid-Market Software Company
Frequently asked questions
Find quick answers to common questions about this blueprint
How is this different from just prompting the AI myself?
Can I use this blueprint for different projects?
Do I need any technical skills?
What if the results aren't what I expected?
Can I customize the output?
How long does it take to run this blueprint?
Ready to draft your deal memo?
Takes about 2 minutes. No setup required.
Try this Blueprint
Try this Blueprint
