If you are an associate in private equity or venture capital (or want to be), you know how critical it is to get your investment memo game in top form.
Whether it’s a doc or deck, these are files that have long-tail implications for gaining stakeholder confidence, justifying investment decisions, showcasing analytical rigor… and more.
At FactSet, we pride ourselves on being the productivity hack in your figurative hip-pocket. So, we utilized our years of working with the top PE and VC firms (and even taking a gander at a few) to create a handy guide for PE associates who are eager to streamline their memo process and impress senior management.
Get your free copy of the guide, and level up your work product today.
My bank used FactSet and my PE fund uses CapIQ and I literally feel like I've gone back in time 20 years with the quality of CIQ software...
Holy shit story of my life. The software is borderline damaging to my efficiency vs raw dogging excel
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