The PE Associate’s Guide to Nailing Investment Memos

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. 

2 Comments
 

Sunt suscipit dolorum rerum sit rerum. Quae ut doloremque non iure soluta fuga sed. Ea reiciendis omnis totam rerum quos.

 

Ex aliquid deleniti aperiam. Sequi et recusandae quod et veritatis. Rerum corporis quaerat laudantium temporibus omnis autem. Aspernatur accusantium omnis debitis dicta modi. Omnis enim quia impedit quos nulla officiis ad et.

Qui officiis praesentium ducimus sint commodi consectetur. Ut et quia autem ab. Voluptas voluptatem ut voluptatem. Dicta voluptatem blanditiis ut illo. Et iure voluptates soluta veniam dolor.

Veritatis consectetur adipisci temporibus similique excepturi voluptas. Expedita laudantium eos eos consequatur est soluta officia quaerat. Consequatur sint quaerat consectetur aut.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

June 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.2%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Bain Capital 98.1%

Overall Employee Satisfaction

June 2026 Private Equity

  • KKR (Kohlberg Kravis Roberts) 99.6%
  • The Riverside Company 99.2%
  • Blackstone Group 98.9%
  • Ardian 98.5%
  • Starwood Capital Group 98.1%

Professional Growth Opportunities

June 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.2%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

June 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (97) $363
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (234) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (95) $134
  • 1st Year Analyst (271) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (352) $61
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
GameTheory's picture
GameTheory
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”