CRAFTING AN EFFECTIVE INVESTMENT INFORMATION MEMORANDUM

CRAFTING AN EFFECTIVE INVESTMENT INFORMATION MEMORANDUM 
The Complete Guide to Attracting Eager Investors
Introduction
This is my "Go To" format for creating a compelling information memorandum. Contrary to what many think, the memorandum is absolutely a marketing document that includes part of your business plan and business pitch so it needs to be detailed enough to encourage the investor to take action. Feel free to utilise this format or we can create a compelling memorandum for you.
Additionally, before going live we add terms and conditions, disclaimers and the investment steps, and last I like to add a draft term sheet.
By Matt Holland, Founder at BizDealRoom
1. A MESSAGE FROM THE FOUNDER
As entrepreneurs, we often find ourselves at a critical juncture where securing investment becomes essential to realising our vision. After facilitating hundreds of successful capital raises and witnessing countless pitches, I've observed a fundamental truth: the quality of your investment information memorandum can make or break your fundraising efforts.
The difference between a mediocre and exceptional memorandum isn't just aesthetic—it's the difference between investors simply considering your proposition and being genuinely eager to participate in your journey.
Throughout my career founding and growing BizDealRoom, I've developed a systematic approach to creating compelling investment documents that not only inform but inspire action. This white paper distils years of experience into actionable insights that will help you craft a memorandum that resonates with investors and accelerates your fundraising process.
Remember, your information memorandum is often your first formal introduction to potential investors. Make it count.
Matt Holland
 Founder, BizDealRoom
2. EXECUTIVE SUMMARY
The executive summary is the cornerstone of your information memorandum—it's the gateway that either invites investors further into your story or causes them to close the door. To craft an executive summary that captivates investors, follow these essential guidelines:
Keep It Concise but Comprehensive
Your executive summary should ideally be 1-2 pages that provide a snapshot of your entire business proposition. Investors typically spend just 2-3 minutes reviewing this section before deciding whether to read further.
Critical Elements to Include:
1
Business Overview
A clear, jargon-free explanation of your business model and value proposition in 2-3 sentences.
2
Market Opportunity
Quantify your addressable market in AUD terms (e.g., "We're targeting a $4.5 billion annual market in Australia").
3
Traction Metrics
Include concrete figures that demonstrate momentum:
Revenue growth (e.g., "265% year-on-year growth")
Customer acquisition (e.g., "Over 12,000 active users")
Key partnerships or contracts secured
4
Financial Snapshot
Present current financials and projections in a simple table:
$2.5M
Investment Sought
At a pre-money valuation of $10 million
5x
Target Return
Within 3-5 years
1
Unique Advantage
Articulate what makes your business defensible and positioned for success (e.g., proprietary technology, exclusive partnerships, etc.).
2
Exit Strategy
Briefly outline potential exit scenarios (acquisition targets, IPO timeline, etc.).
Professional Tip:
Write your executive summary last. This ensures it accurately reflects all the detailed information contained in the rest of your memorandum. Have someone unfamiliar with your business read it and tell you what they understand—this mimics an investor's first impression.
3. HISTORY AND KEY BUSINESS MILESTONES
Investors need to understand your company's journey to contextualise your current position and future potential. This section builds credibility by showcasing your ability to execute and overcome challenges.
Company Origins
Begin with a compelling narrative about how and why your company was founded. Focus on:
The problem you identified in the market
Your personal connection to this problem
The initial vision for solving it
When and how you formally established the business
Keep this concise (1-2 paragraphs) but make it memorable—investors connect with authentic stories.
Milestone Timeline
Present key milestones in a visual timeline format, which is much more engaging than paragraphs of text. For each milestone, include:
The date (month and year)
The brief description of the achievement
Quantifiable impact where possible
Example Timeline Format:
1
March 2021
Concept development and market research completed, identifying a $560 million serviceable market in Australia.
2
August 2021
Company officially incorporated with $150,000 in seed funding from founders.
3
February 2022
MVP launched with 50 beta customers, achieving 92% retention after three months.
4
June 2022
Secured first enterprise client, resulting in $75,000 annual recurring revenue.
5
November 2022
Released Version 2.0 with integrated payment processing, increasing average transaction value by 40%.
6
March 2023
Reached $500,000 ARR with 85% year-on-year growth rate.
7
September 2023
Expanded team to 12 full-time employees across product, sales and customer success.
8
January 2024
Secured strategic partnership with [Industry Leader], opening access to 10,000+ potential customers.
9
Present
Currently processing $2.5 million in monthly transactions across 850+ active business customers.
Funding History
Include a clear breakdown of previous funding rounds (if applicable):
Professional Tip:
For each major milestone, briefly note a key challenge you overcame. This demonstrates resilience and problem-solving capabilities—qualities sophisticated investors value highly.
4. TYPICAL CUSTOMERS
Investors need to understand who buys your product or service and why. This section should bring your customer base to life and validate market demand.
Customer Segmentation
Break down your customer base into clearly defined segments. For each segment, provide:
Demographic Profile: Age range, income level, industry, company size, etc.
Psychographic Elements: Pain points, motivations, decision criteria
Size of Segment: Quantify the number of potential customers in each segment in Australia and any other markets you're targeting
Customer Acquisition Cost (CAC): Average cost to acquire a customer in this segment
Lifetime Value (LTV): Average revenue generated per customer in this segment
Customer Segments Performance
Customer Case Studies
Include 2-3 brief case studies that illustrate how different customers use your product:
Example Case Study Format:
Customer: [Company Name] (anonymised if necessary)
Industry: [Industry]
Size: [Employees/Revenue]
Challenge: Brief description of their problem (2-3 sentences)
Solution: How your product/service solved their problem
Results: Quantifiable outcomes (e.g., "42% reduction in processing time", "Saved $180,000 annually")
Quote: Direct testimonial from customer (with permission)
Customer Acquisition Strategy
Briefly explain:
Primary acquisition channels that have proven effective
Current customer acquisition costs and trends
Conversion rates at each stage of your sales funnel
Average sales cycle length
Customer retention rates and strategies
Professional Tip:
Include a "Voice of Customer" sidebar with 3-4 direct quotes from customers expressing the value they've received. This adds credibility and emotional resonance that financial projections alone cannot provide.
5. MEET THE TEAM
Investors often say they invest in people first, ideas second. This section should instil confidence in your team's ability to execute on your vision.
Leadership Team
For each key team member (typically C-level and Directors), include:
1
Professional Headshot
High-quality, consistent style across all team members
2
Name and Position
3
Brief Bio
Focus on relevant expertise and achievements (100-150 words)
4
Key Skills & Expertise
List 3-5 core competencies
5
Prior Experience
Highlight prestigious companies or relevant roles
6
Education & Qualifications
Include degrees, certifications, and relevant training
7
LinkedIn Profile
For investors who wish to learn more
Example Format:
Sarah Johnson | Chief Technology Officer
Sarah brings 12+ years of software development experience, having previously led engineering teams at [Previous Company] and [Previous Company]. She architected our proprietary matching algorithm that has increased conversion rates by 37% compared to industry standards. Sarah holds a Master's in Computer Science from the University of Melbourne and has published research on machine learning applications in [relevant field].
Skills: Full-stack development, AI/ML implementation, Scalable architecture design, Team leadership
Prior: Lead Developer at TechGiant (2018-2021), Engineering Manager at StartupSuccess (2015-2018)
Education: M.Sc. Computer Science (University of Melbourne), B.Eng. Software Engineering (UNSW)
[LinkedIn Icon] [LinkedIn URL]
Board & Advisors
Include similar profiles for board members and key advisors, highlighting strategic value they bring.
Team Structure
Include an organisational chart showing:
1
Current team structure
2
Reporting lines
3
Planned hires post-funding (marked differently)
Skills Matrix
Present a visual representation of your team's expertise across critical domains:
Professional Tip:
Acknowledge any significant gaps in your team and explain how you plan to address them with the raised capital. This demonstrates self-awareness and strategic thinking—qualities sophisticated investors appreciate.
6. SWOT ANALYSIS
A thorough SWOT analysis demonstrates your strategic thinking and self-awareness—qualities investors value. This section should be honest yet optimistic, showing you understand both opportunities and challenges.
Strengths
Focus on internal attributes that give you competitive advantages:
Proprietary Technology: Detail unique IP, algorithms, or approaches that can't be easily replicated
Team Expertise: Highlight domain expertise that provides insider advantages
Business Model: Explain structural advantages (e.g., network effects, high switching costs)
Customer Relationships: Describe strong customer loyalty or strategic relationships
Financial Position: Note healthy margins, capital efficiency, or recurring revenue
For each strength, include:
Brief description
Supporting evidence (metrics, examples)
How this strength creates competitive advantage
Weaknesses
Address internal limitations honestly but constructively:
Resource Constraints: Identify areas where you lack resources
Product Gaps: Acknowledge features or capabilities you're still developing
Market Position: Address challenges as a newer/smaller player if applicable
Operational Challenges: Note any inefficiencies in current processes
For each weakness, include:
Clear statement of the limitation
Current impact on business
Specific strategy for addressing it (ideally with funding)
Opportunities
Identify external factors you can capitalise on:
Market Trends: Emerging needs or shifts in customer behaviour
Technological Developments: New technologies you can leverage
Regulatory Changes: Upcoming regulations that benefit your position
Competitor Weaknesses: Gaps in competitor offerings you can exploit
International Expansion: Untapped markets with strong potential
For each opportunity, include:
Description of the opportunity
Estimated market size or potential value
Your approach to capitalizing on it
Timeline for execution
Threats
Acknowledge external challenges honestly:
Competitive Pressures: Existing or potential competitors
Market Changes: Shifts that could impact demand
Regulatory Risks: Potential regulatory challenges
Technological Disruption: Emerging technologies that could disrupt your model
Economic Factors: Macroeconomic concerns that could affect your business
For each threat, include:
Clear description of the risk
Potential business impact
Mitigation strategy
Monitoring approach
Visual Presentation
Present your SWOT analysis in a quadrant format with colour coding:
Professional Tip:
For each quadrant, include a "Priority Focus" item that highlights the most significant factor and your primary strategy for addressing it. This demonstrates strategic prioritisation and execution focus.
7. OUR PRODUCTS OR SERVICES
This section should showcase what you offer customers and the value it delivers. The goal is to help investors understand both what you sell and why customers buy it.
Core Offering
Begin with a clear, jargon-free explanation of your core product or service
Product Line
Detailed breakdown of each product or service offering
Technology
Technical foundation and infrastructure details
IP Protection
Intellectual property position and strategy
Core Offering Overview
Problem Statement
Briefly restate the problem you solve
Solution Overview
Explain your approach in straightforward terms
Key Differentiators
Identify 3-5 elements that set your offering apart
Value Proposition
Articulate the primary value customers receive
Use visuals (product screenshots, service diagrams, etc.) to enhance understanding.
Product/Service Line Details
For each major product or service line, provide:
Example Format:
[Product/Service Name]
Description: Comprehensive explanation (100-150 words)
Key Features:
Feature 1: Brief explanation of what it does and why it matters
Feature 2: Brief explanation of what it does and why it matters
Feature 3: Brief explanation of what it does and why it matters
Customer Benefits:
Benefit 1: Quantifiable impact (e.g., "Reduces processing time by 42%")
Benefit 2: Quantifiable impact
Benefit 3: Quantifiable impact
Pricing Model:
Pricing structure (e.g., subscription, one-time, usage-based)
Price points for different tiers/options
Average contract value
Gross margin
Current Status:
Development stage (e.g., MVP, mature product)
Release date or timeline
Adoption metrics
Customer satisfaction scores
Roadmap Highlights:
Next major features planned
Timeline for release
Technology Infrastructure
1
Architecture Overview
Simple diagram showing key components
2
Proprietary Elements
Highlight unique technological aspects
3
Scalability
Explain how your technology can accommodate growth
4
Security & Compliance
Address how you protect data and meet regulations
Intellectual Property
1
1
Patents
Filed, pending, or granted (with dates and jurisdictions)
2
2
Trademarks
Registered marks and protection status
3
3
Copyright
Key assets protected by copyright
4
4
Trade Secrets
Areas where you maintain confidential competitive advantages
5
5
IP Strategy
Approach to expanding and defending IP portfolio
Professional Tip:
Include a "Product Evolution" timeline showing how your offering has developed based on customer feedback. This demonstrates your customer-centric approach and ability to iterate—qualities investors value highly.
1
Initial Launch
MVP Release
2
Customer Feedback
Iteration based on user input
3
Feature Enhancement
Major functionality additions
4
Market Expansion
Scaling and growth
8. COMPETITOR ANALYSIS
A thorough competitor analysis demonstrates market awareness and strategic positioning. This section should show investors that you understand the competitive landscape and have positioned your business for success.
Market Mapping
Start with a visual market map positioning your company and competitors:
1
Quadrant Analysis
Plot competitors on a 2x2 matrix using relevant axes for your industry (e.g., price vs. quality, feature richness vs. ease of use)
2
Segmentation
Group competitors by category (direct, indirect, potential)
3
Market Share
Include relative size indicators for each competitor
Detailed Competitor Profiles
For each major competitor (typically 3-5), provide a structured profile:
Example Format:
[Competitor Name]
Type: Direct/Indirect/Potential Founded: Year Headquarters: Location Funding: Total raised + recent rounds Estimated Revenue: AUD range if available Market Share: Estimated percentage Target Customers: Primary customer segments Core Offering: Brief description Key Strengths: 2-3 main advantages Key Weaknesses: 2-3 main limitations Recent Developments: Acquisitions, product launches, etc. Threat Level: High/Medium/Low with brief explanation
Comparative Analysis
Present a feature/capability matrix comparing your solution with competitors:
Legend: ✓✓✓ (Excellent), ✓✓ (Good), ✓ (Basic), ✗ (Not Available)
Competitive Advantages
Articulate your sustainable competitive advantages:
Barriers to Entry
What makes your position difficult to challenge?
Unique Assets
What do you have that competitors don't?
Economic Moat
What protects your business long-term?
Switching Costs
What makes it difficult for customers to leave?
Network Effects
How does your solution become more valuable as you grow?
Competitive Strategy
Explain your approach to winning in the market:
1
Positioning Strategy
How you differentiate from competitors
2
Go-to-Market Approach
How your sales/marketing strategy differs
3
Pricing Strategy
How you compete on value rather than just price
4
Innovation Roadmap
How you'll maintain technological advantage
5
Partnership Strategy
How strategic relationships provide advantage
Professional Tip:
Include a "Voice of the Customer" sidebar showing direct quotes from customers who switched from competitors to your solution, highlighting the specific reasons for their decision. This provides powerful validation of your competitive advantages.
9. ROADMAP AND GROWTH OPPORTUNITIES
This section outlines your vision for the future and how investment will accelerate growth. It should present a compelling but credible path to significant value creation.
Strategic Vision
Begin with a concise statement of your 3-5 year vision:

Market Position: Where you aim to be in the market

Scale Metrics: Revenue, customer, and team targets

Geographic Footprint: Markets you'll be operating in

Product Evolution: How your offering will expand

Impact Statement: The broader impact you aim to make
Product Roadmap
Present a visual timeline of planned product developments:

Near-term (0-6 months):

Specific features/enhancements in development

Release dates and development stages

Expected impact on customer acquisition/retention

Mid-term (6-18 months):

Planned major releases

New product lines or expansions

Integration or partnership opportunities

Long-term (18+ months):

Vision-oriented developments

Emerging technology integration

Potential pivot or expansion opportunities

For each roadmap item, include:

Development resources required

Expected customer impact

Competitive advantage created
Market Expansion Strategy
Detail your plan for expanding market reach:

Geographic Expansion:

Target markets with entry timelines

Market size and competitive landscape for each

Localization requirements and strategy

Go-to-market approach for each region

Segment Expansion:

New customer segments you'll target

Segment size and characteristics

Product adaptations required

Acquisition strategy for each segment

Use Case Expansion:

Additional problems your product can solve

Market size for each use case

Development requirements

Go-to-market strategy
Revenue Growth Model
Present a clear model showing how you'll scale revenue:

Core Revenue Growth:

Customer acquisition projections

Retention and expansion metrics

Average revenue per customer trends

New Revenue Streams:

Additional monetisation opportunities

Expected revenue contribution by stream

Resources required to develop

Financial Projections:

Metric

FY2025

FY2026

FY2027

FY2028

Revenue

$X.X million

$X.X million

$X.X million

$X.X million

Growth Rate

X%

X%

X%

X%

Gross Margin

X%

X%

X%

X%

EBITDA

-$XXX,XXX

$X.X million

$X.X million

$X.X million

Customer Count

X,XXX

X,XXX

XX,XXX

XX,XXX

Team Size

XX

XX

XXX

XXX
Key Growth Milestones
Identify specific targets that signal successful execution:

Revenue Milestones:

First $1 million ARR (date)

$5 million ARR (date)

$10 million ARR (date)

Customer Milestones:

1,000 active customers (date)

5,000 active customers (date)

First enterprise customer in new market (date)

Product Milestones:

Launch of [New Feature/Product] (date)

Integration with [Strategic Platform] (date)

Achievement of [Key Performance Metric] (date)

Team Milestones:

Expansion to XX employees (date)

Establishment of [New Location] office (date)

Key executive hires (roles and dates)

Professional Tip:

Include a "Scaling Challenges" subsection that acknowledges potential obstacles to your growth plan and outlines your mitigation strategies. This demonstrates foresight and risk awareness—qualities sophisticated investors value highly.
10. USE OF CAPITAL
This section should provide clarity on exactly how investment funds will be allocated and the expected returns they'll generate. Be specific, transparent, and link expenditures to value creation.
Investment Overview
Begin with a clear statement of your fundraising parameters:
1
Round Size
Total amount being raised (e.g., "AUD 2.5 million")
2
Instrument Type
Equity, convertible note, SAFE, etc.
3
Pre-money Valuation
Valuation basis with rationale
4
Minimum Investment
Per investor if applicable
5
Round Structure
Tranches, milestones, etc. if applicable
6
Expected Close
Target closing date
Capital Allocation
Present a detailed breakdown of how funds will be deployed:
Example Table Format:
Key Expenditure Details
For each major expenditure category, provide:
1
Hiring Plan
Specific roles to be filled
Timing of hires
Expected impact on operations
Salary ranges and recruitment costs
2
Product Development
Specific features or products to be developed
Development timeline
Resources required
Expected customer impact
3
Marketing Initiatives
Channel strategy
Campaign details
Expected CAC and conversion metrics
Timeline for implementation
4
Operational Expansion
Office or facility investments
Equipment or infrastructure
Timing and capacity impact
Capital Efficiency Metrics
Demonstrate how investment translates to business results:
Burn Rate & Runway
Monthly cash burn pre and post-investment
Months of operation this funding provides
Revenue & Returns
Revenue Multiple: Projected annual revenue / investment amount
Return on Capital: Expected return on invested capital
Customer Metrics
CAC Payback: Months to recoup customer acquisition cost
LTV/CAC Ratio: Customer lifetime value to acquisition cost
Funding Milestones
Link capital deployment to specific business milestones:
Future Funding Strategy
Outline your approach to subsequent funding:
1
Next Round
Anticipated size and timing
2
Milestones Required
What you need to achieve before next raise
3
Expected Valuation
Target valuation with rationale
4
Strategic Partners
Potential strategic investors for next round
5
Path to Profitability
Timeline and requirements for cash flow positivity
Professional Tip:
Include a "Capital Contingency Plan" subsection that outlines how you would adapt if:
1
Raise Less Than Target
You raise less than the target amount
2
Market Changes
Market conditions change significantly
3
Timeline Delays
Key milestones take longer than expected
This demonstrates financial prudence and adaptability—qualities that reassure investors about risk management.
11. CONTACT DETAILS AND THANKS
End your memorandum with clear contact information and a genuine expression of appreciation. This section should make it easy for interested investors to reach you and leave a positive final impression.
Primary Contact Information
Matt Holland
 Founder & CEO
Email: matt@bizdealroom.com.au
Mobile: +61 4XX XXX XXX
Office: +61 X XXXX XXXX
Company Address:
Level X, XXX Collins Street
Melbourne, VIC 3000
Australia
Website: www.bizdealroom.com.au
 LinkedIn: [LinkedIn Profile URL]
Additional Team Contacts
Sarah Johnson
 Chief Technology Officer
Email: sarah@bizdealroom.com.au
Mobile: +61 4XX XXX XXX
David Williams
 Chief Financial Officer
Email: david@bizdealroom.com.au
Mobile: +61 4XX XXX XXX
Legal and Financial Advisors
Legal Counsel:
Firm Name: [Law Firm Name]
Contact: [Partner Name]
Email: partner@lawfirm.com.au
Phone: +61 X XXXX XXXX
Accounting/Financial Advisor:
Firm Name: [Accounting Firm Name]
Contact: [Partner Name]
Email: partner@accountingfirm.com.au
Phone: +61 X XXXX XXXX
Expression of Thanks
End with a genuine and warm closing note:
Thank You for Your Consideration
We appreciate the time you've taken to review this information memorandum. Building [Company Name] has been a journey of passion and purpose, and we're excited about the possibility of partnering with investors who share our vision for the future.
We welcome your questions, feedback, and the opportunity to discuss our business in greater detail. Whether you're interested in investing or simply want to learn more, we'd be delighted to continue the conversation.
We look forward to hearing from you soon.
Warm regards,
[Signature]
Appendices (Optional References)
Indicate what additional information is available upon request:
Detailed financial projections
Customer references
Technical documentation
Market research reports
Legal documentation
Team CVs
Professional Tip:
Create a dedicated investor relations email address (e.g., investors@yourcompany.com) that forwards to key team members. This ensures investor inquiries are always captured, even if the primary contact is unavailable.
© 2025 BizDealRoom Pty Ltd. All Rights Reserved.This document is confidential and intended solely for the use of the individual or entity to whom it is addressed.
Summary - Information Memorandum for Wholesale Investors - Australian Requirements
An information memorandum (IM) for pitching to wholesale investors in Australia should contain the following key elements:
Executive Summary
Business overview and investment highlights
Summary of financials and growth trajectory
Capital raising amount and intended use of funds
Investment terms overview
Company Overview
Business history, model and structure
Product/service offering and unique value proposition
Intellectual property and competitive advantages
Current customers and partnerships
Market Analysis
Industry overview, size and growth forecasts
Target market segments and opportunities
Competitive landscape assessment
Market trends and regulatory environment
Management & Operations
Leadership team profiles and expertise
Advisory board/directors
Operational capabilities and scalability
Key suppliers and business processes
Financial Information
Historical performance (3-5 years where available)
Financial projections with key assumptions
Capital structure and previous funding rounds
Use of investment proceeds and milestones
Risk Factors & Mitigation
Business and operational risks
Market and competitive risks
Financial and regulatory risks
Mitigation strategies in place
Legal Notices & Disclaimers
Wholesale investor qualification requirements
Confidentiality notice and AFSL disclosures
Not a prospectus or product disclosure statement
Forward-looking statements disclaimer
Independent verification and advice recommendation
Not an offer to issue securities in jurisdictions where prohibited
Information accuracy and update policy
Conflicts of interest disclosure
Appendices
Detailed financial statements and projections
Material contracts summary
Corporate structure diagram
Capitalisation table
This structure is tailored for wholesale (sophisticated) investors under Australian regulations, using Australian spelling conventions.
Summary - Information Memorandum for Business Sale
Here's a best practice information memorandum structure for selling a business:
1
Executive Summary
Business overview and key value proposition
Highlights of financial performance
Growth opportunities for a new owner
Reason for sale (succession planning, strategic exit, etc.)
Asking price/valuation range (if appropriate to disclose)
2
Business Overview
Company history and development timeline
Ownership structure and legal entities
Business model and revenue streams
Products/services portfolio
Facilities, equipment, and assets included in sale
Intellectual property rights and proprietary assets
3
Market Position
Industry overview and market trends
Customer base analysis and concentration
Competitor landscape
Unique selling propositions and competitive advantages
Growth opportunities and expansion potential
4
Operational Structure
Key processes and systems
Supplier relationships and terms
Quality control measures
Technology infrastructure
Operational strengths and efficiencies
5
Management & Personnel
Organisational structure
Key management profiles
Staff overview and expertise
Transition plan for management post-acquisition
Employment contracts and retention considerations
6
Financial Performance
3-5 year historical financial summary
Revenue breakdown by product/service line
Profitability analysis and EBITDA
Working capital requirements
Capital expenditure history and requirements
Normalised/adjusted financial statements (addbacks)
7
Growth Opportunities
Untapped markets or customer segments
New product/service development potential
Geographic expansion possibilities
Synergy opportunities for strategic buyers
8
Transaction Structure
Assets included/excluded from sale
Potential deal structures (asset vs. share sale)
Vendor financing options (if applicable)
Transition period and owner involvement post-sale
Due diligence process overview
9
Confidentiality & Disclaimers
Confidentiality requirements
Non-disclosure agreement reference
Purpose of memorandum (information only)
Independent verification recommendation
Forward-looking statements disclaimer
Information accuracy limitations
Process for making an offer
This structure provides potential buyers with comprehensive information while protecting seller interests through appropriate disclaimers and confidentiality measures. The document should be professionally designed and concise (typically 20-40 pages) while conveying the business's value proposition clearly.