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
We prepare the IM in collaboration with the seller and external advisors (valuation, legal, technical DD). Seller provides underlying data; we structure, write and present.
30–80 pages depending on asset complexity. Single asset: 30–50 pages. Portfolio or operating company: 60–100+ pages plus data room.
Never. IM is distributed under NDA only to pre-qualified investors from our registry.
Typically Danish and English. International cases receive English-primary IM. German also available on request.
Yes — we set up and manage virtual data rooms (VDR) on Intralinks or Datasite for institutional-grade transactions.
Start a confidential conversation
Call us directly – or send a short enquiry. All dialogues are non-binding and confidential.
+45 30 58 81 53 jens.olrik@gmail.com