Growth Equity Investment Memo

How do you write a growth equity investment memo for a series b/c/d company? I've been tasked with writing a short (750 words or less) memo on a company I find interesting, but I only have experience writing about early-stage companies with little to no information. 

This is a SaaS-focused fund and I'm struggling to find the balance of keeping it short, finding any quantitative information, and finding a great company to write about.

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If it's for an interview pitch for a growth equity firm that invests in Series B - D, pick a company that's Series C. You will have the most access to growth metrics that you can cherrypick from popular journalism. I would pick a company that just raised their Series C so theoretically the firm to which you are pitching has time to get into the round. Even better if you know the team and can tell them, here is a deal I could get you access to. I would keep the pitch similar to the BVP pitch format except obviously make it more quantitative with what metrics you can find available.

 

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