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Investment Memo. The foundational artifact for any new move.

from €199 ex VAT · VAT calculated at checkout

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 an honest 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.

in the box · the investment-memo Claude Skill, workshop slides, and a facilitator guide.

facilitated adds · a half-day facilitated working session, delivered online, that turns your draft into a memo you can put in front of an investor.

before you buy

  • 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.

// choose_your_tier

Self-Led

€199 ex VAT

VAT calculated at checkout

The run-it-yourself kit: the Claude Skill, workshop slides, and a facilitator guide. Everything you need to convene your team and run the session.

Facilitated

€1499 ex VAT

VAT calculated at checkout

Everything in Self-Led, plus a workshop facilitated by Third Vector or a certified Canopy consultant. We run it together; you focus on the thinking.