// canopy/node · corporate_finance · seed
Investment Memo. The foundational artifact for any new move.
€4,750 ex VAT · facilitated engagement
“I have an idea, or a new proposition, but I need to develop the business case and investment thesis.”
An investment memo is the foundational artifact for any new move. It forces the thinking everything else builds on: the problem, the customer, why now, the market, the model, and a clear line between what you believe and what you are betting on. We use it on live client work, and this very page was scoped from one.
what you get
- A half-day working session, facilitated online, that turns your thinking into a memo you can put in front of an investor.
- The investment-memo Claude Skill, which runs the research, the drafting, and the critical review.
- The workshop slides and the facilitator guide the session runs on.
and afterwards · The skill and the method stay with you. Run the memo yourself for the next move at no extra cost, and we push updates to the skill as it improves.
before you book
- Make sure you meet the prerequisites. See the start guide →
- See exactly what the output looks like: a worked-example Investment Memo and its open questions.
- This package runs on agentic AI. Output is probabilistic, its quality depends on the quality of your input, and it can make mistakes, just like people do. You review everything before you rely on it.
// book_your_session
Facilitated
€4,750 ex VATNodes are scoped against the decision in front of you, so we start with a short call rather than a checkout. We will confirm the fit, agree a date, and invoice once the session is booked.
book a call →