Investment memos
I translated sector research into investment memos with guidance from fund principals.
VC Fellow
01 / my contribution
Research.
Then a written view.
My work centred on two connected outputs: sector-level research and investment memos on high-growth Indian startup verticals.
I developed these with direct mentorship from fund principals, bringing market context into a written investment thesis.
Outside the sessions
A seat at the table.
02 / the writing
Making the
investment case.
A view worth defending.
The memo assignment led into a ten-minute investment-case presentation and mentor questions, bringing the reasoning behind a thesis into focus.
03 / the learning behind the work
Looking beyond
the pitch.
Investor-led sessions and practical assignments covered three layers of an investment: the market, the business, and the deal.
The opportunity
Market size, competition, and product–market fit: the context behind an investment thesis.
The business underneath
Business models and growth drivers: understanding how a company creates and captures value.
The terms behind the story
Cap tables, financial modelling, and due diligence: looking beyond the pitch to the structure of a deal.
04 / from the cohort archive
Part of Cohort 5.
