Sharing Investment Memos with Interviewer

So I have a first-round phone interview coming up with a PE fund that I am keen on. A year ago, I independently prepared a couple of memos that are in a presentation format and rather comprehensive. These memos I think are solid as I've received positive feedback on them. I want to share the memos with this firm with whom I'm interviewing to give them a better sense of my investment approach. Should I email those to the interviewer prior to the first round or offer it at the end of the first round? Does anyone think that I shouldn't share these? Thanks all.

 

Would not recommend doing this, especially for a first round.

I imagine you will eventually get a case study to complete in the later rounds where you can prove your investment acumen. If they tell you to choose a company to do a case study on, then I would recommend using those materials and refreshing it for this process.

Authored by: Certified Corporate Development Professional - Director
 

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