Investment Memo Example?

Hi All -- Does anyone have an example investment memo they can share? Tried searching online but having no luck. I have a case study coming up and they're asking for one. Any leads are appreciated :)

5,975 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '24 Oct 2026 Cohort

5.00/5

Investment Banking Short Resume Review / Recap

“Daniel really took his time to help me. Our session ran well past the scheduled time, and he went through every part of my resume in detail. He didn't just fix what was there; he also showed me how to think about it going forward, so I can keep improving it on my own as my experience grows. He was diligent, careful and very patient with all my questions, and at the same time kind and easy to talk to. It was clear why he has been so successful, and he shared what he knows openly. Honestly, if I hadn't met with Daniel, I think I would have missed out on a lot of opportunities down the line. He is an amazing mentor and I'm grateful for the time he put in.”

Class of '27 Jan 2025 Cohort

4.92/5

Investment Banking Mock Interview

“Great guy, kind and easy to interact with. To be honest, I did have a hard time understanding his accent for the first 5 minutes but I was able to quickly pick it up after that so my session was not affected. He was great at simulating an actual interview environment and asked great question tailored to me in real time. He was also very very very helpful with the actionable steps that he outlined during the last 5 minutes of our call. I am currently in the process of booking another session with him to make sure my technicals are absolutely bulletproof.”

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Investment Memo Example?

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Investment Memo Example?

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