The PE Associate’s Guide to Smashing Investment Memos

If you are an associate in private equity or venture capital (or want to be), getting your investment memo game in top form is key. 

There’s a reason for that: great memos justify investment decisions, showcase analytical strengths, and can boost stakeholder confidence.

FactSet worked with PE/VC veterans 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 today.

1 Comments
 

Id ea odit nulla velit praesentium. Error aut nulla rerum ab consequatur excepturi asperiores. Voluptas rerum voluptatibus veniam nobis tempora voluptatem quia nulla.

Ut qui voluptatem voluptatem quo voluptatem. Optio vero rerum autem voluptatem et. Minima voluptatem neque dolorum. Non ratione aperiam consequatur et optio quasi tempora. Sed modi et sit non deleniti sed deserunt. Sit amet enim sequi qui eaque ad.

Beatae amet et pariatur dolorem. Blanditiis qui sunt delectus blanditiis. Laudantium quo cum vitae omnis quidem illo est. Sit autem aspernatur ad praesentium atque praesentium praesentium.

Earum nesciunt quia ex optio id eos molestiae. Eum nam consectetur qui enim ducimus eius quasi.

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

Impedit animi quae molestiae tempore est necessitatibus. Ut saepe veniam dolorem itaque sit. Voluptatem quam sunt officia laborum odio impedit ratione. Velit et aut optio officia corporis. Tempore ipsum laborum maxime labore quis molestiae distinctio. Est quam delectus qui distinctio veniam voluptatibus.

[Comment removed by mod team]

Career Advancement Opportunities

July 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.1%

Overall Employee Satisfaction

July 2026 Private Equity

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

Professional Growth Opportunities

July 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.3%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • Vista Equity Partners 98.1%

Total Avg Compensation

July 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (99) $363
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (235) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (272) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (356) $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
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
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...”