VC investment memo template

Dealflow memo written from your meeting

After back-to-back pitches the details blur. Acta writes an investment memo from each founder meeting, starting with a TLDR and then the company, team, market, traction and round.

Try this template free What's in the report

What the Dealflow memo contains

Company, team, market, traction and round in a short investment memo.

  1. 1

    Analyzes dealflow meetings to extract critical insights for investment decisions.

  2. 2

    Generates concise summaries for VCs, covering company overview, team, market, solution, and financing.

  3. 3

    Provides a high-level summary (TLDR) with the option to explore detailed sections.

  4. 4

    Identifies key investment factors, including company foundation, problem/solution fit, team experience, market size, competition, product advantages, traction metrics, and fundraising details.

When to use it

  • First pitch meetings with founders
  • Partner meeting preparation
  • Following up on dealflow

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

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Frequently asked questions

Related:

What is the Dealflow memo template?

After back-to-back pitches the details blur. Acta writes an investment memo from each founder meeting, starting with a TLDR and then the company, team, market, traction and round.

What does the dealflow memo include?

Company foundation, problem and solution fit, team experience, market size, competition, product advantages, traction metrics and fundraising details.

Can I compare startups across meetings?

Yes. Ask Acta across several pitch meetings to compare companies on the same points.

Can AI write the Dealflow memo from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the Dealflow memo afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the Dealflow memo?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next Dealflow memo, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

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