So, I've been trying to find an actual Investment Committee Memo from a real deal. I randomly asked for one on an existing thread on this board and someone told me it was too "proprietary" for anyone to share. Fair enough.
So I took to the magical, wonderful Google!
Started out with: investment memo filetype:pdf - I got some good stuff, but nothing earth shattering.
I tried a bunch of combinations and kept getting roughly the same stuff. It was usually an investment memo to a pension fund from an investment consultant, (Townsend Group seems to be popular) recommending an investment manager - Blackstone, Apollo, etc. So I get to see the pension funds meeting minutes, the memo from the investment consultant recommending the investment manager and then the pitch from the investment manager. Great! Good, good, stuff. I scanned through one where Apollo said they get deals from property owners who used the "wrong advisors". Wow. Very eye opening for me as a wanna be dealmaker.
Happy but not satisfied, I kept adding keywords until I got to this: real estate private equity investment committee memo apartments filetype:pdf
All I can say is that my two days of research has paid off. It literally feels like God has rewarded me for the effort and even trying.
I found a package from a developer trying to raise capital from a pension fund with pro formas, renderings, layouts, market analysis, the entire enchilada....... with pico de gallo, guacamole and sour cream!
What is the pièce de résistance you ask? I found a $99m equity book from a huge broker with the deal teams contacts including CELL NUMBERS!
Finding this.......I feel like I'm finally gonna make my mother proud!
I hope it does for you what it did for me! Enjoy!
