Investor Memorandum — structure, content and workflow
An Investor Memorandum (IM) is the confidential sales document that presents an investment opportunity to qualified investors. It combines financial model, market analysis, legal documentation and risk assessment in a format that matches institutional due diligence expectations.
What a typical IM contains
A well-structured IM covers: (1) executive summary, (2) investment highlights, (3) asset description with technical data, (4) tenant and lease analysis (WAULT, covenant, indexation), (5) financial model with 10-year DCF and sensitivity, (6) market analysis with comparable transactions, (7) legal structure, (8) ESG/SFDR classification, (9) risk factors, (10) appendices (valuation, due diligence reports). See our full DD checklist.
From first IM to closing — how it works
IM is shared under NDA to pre-qualified investors from our registry. Interested investors move to full data room access for 3–6 weeks of DD (legal, technical, financial, commercial). Term sheet negotiation typically takes 2–4 weeks, SPA and closing 3–6 weeks. Total timeline from IM distribution to closing: 8–16 weeks for straightforward cases, 12–24 for portfolio or complex structures. See our process page.
Why IM quality matters
Discretion, experience and trusted relationships
A well-prepared IM reduces DD time, attracts more qualified interest and commands better pricing. A poor IM extends timelines, loses interest from institutional buyers and can force seller to discount. We prepare IMs to institutional standard.
Frequently asked questions about Investor Memorandum
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+45 30 58 81 53 jens.olrik@gmail.com