Crafting a great Seed stage pitch is no easy feat. There’s so much information you could include - the key is to strike the optimal balance between proof and promise.

It can be easy to get caught up in your exciting idea and product, but there are several other elements you’ll need to include to show that you have a compelling opportunity that an investor will want to take a chance on.

As part of this process, we strongly recommend you write out a pitch narrative before you start to build a Seed pitch deck. This exercise helps you synthesize your thoughts, smooth transitions, and craft a logical, compelling story. It also helps you include all necessary information and think through your answers to tough questions.

This investment memo template outlines the key details for a Seed stage pitch. Time to put your investor hat on for a moment and set your fundraise up for success.

For more considerations on storytelling, check out The 23 Rules of Storytelling For Fundraising


<aside> 👉 Make a copy of the the template below (click “duplicate” at the top of this notion page) - click each dropdown section to see all of the recommended questions for each category.

</aside>

[Company Name]

Investment Memo

Year - Month - Day

Investment Opportunity

Investment Judgement and Recommendation

Company Overview

Management Team

Market Opportunity

Product and Value Proposition

Customers and Partners

Go to Market

Business Model

Competition

Financials

Previous Capitalization

Current Capitalization

Key Risks of Investment