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INVESTMENT MEMO CASE:


Should we invest in Contraline?

Name: (Your name)


Institution: (Your university's name)
1. Recommendation / Executive Summary
Instructions: Answer: should we invest in this company at this valuation or not? Why?
- This should be the last page you fill out.
- Fill the "Startup's Current valuation" field with the company's current valuation
that you received based on your month of birth. You can find this in the guidelines
document, in the "CASE DETAILS" section.
- Useful link here. Don't limit yourself just to this one. Google is your friend.
- Your answer cannot be longer than this page, if needed, add a link to your
spreadsheet. You should delete these instructions (in blue) to have more space
for your answer. Don't delete the title.

Please fill the information you received here:

Startup's Current valuation:

Candidate Answer Here:


2. Problem and Solution
Instructions:
Problem: Explain the Problem that the startup is solving. What type of people/companies
have this problem? Is it a real issue or just a small one?
Solution: Explain in a clear way what the startup is doing to solve it. Pretend you're
explaining it for someone who has never heard about it.
- Write both the problem and solution in the same page.
- Your answer cannot be longer than this page, if needed, add a link to your
spreadsheet. You should delete these instructions (in blue) to have more space
for your answer. Don't delete the title.

Candidate Answer Here:

Problem:

Solution:
3. Market Size
Instructions: Do a Market Size estimation in the region that was assigned to you,
measured in USD/year. Use assumptions, explain them, and add links to your sources.
- Fill the "Market Size region" field with the region you received based on your
month of birth. You can find this in the guidelines document, in the "CASE
DETAILS" section.
- Useful link here. Don't limit yourself just to this one. Google is your friend.
- Your answer cannot be longer than this page, if needed, add a link to your
spreadsheet. You should delete these instructions (in blue) to have more space
for your answer. Don't delete the title.

Please fill the information you received here:

Market Size region:

Candidate Answer Here:


4. Expected Valuation in 5 yrs from now
Instructions: Do the valuation of the startup 5 years from now, using the revenue
multiples method, not the DCF method. The valuation has to be in USD. You should
consider the current valuation as the one described in the guidelines document.
- Fill the "Startup's Current Valuation" and "Expected revenue in year 5" fields
with the information that you received based on your month of birth. You can find
both in the guidelines document in the "CASE DETAILS" section.
- Useful link here. Don't limit yourself just to this one. Google is your friend.
- Your answer cannot be longer than this page, if needed, add a link to your
spreadsheet. You should delete these instructions (in blue) to have more space
for your answer.

Please fill the information you received here:

Startup's Current valuation:


Expected revenue in year 5:

Candidate Answer here:


5. Competitive Analysis
Instructions: Competitive analysis is important to check if this startup will be ahead of its
competition or not.
1. You can add as many competitors and aspects as you wish. Also, add
traditional/incumbent solutions that are currently used to tackle the same
problem.
2. Think about the aspects that reveal the key differentiators between Contraline and
its competitors.
3. Evaluate the aspects in each company/solution.

Example:

Contraline Current Competitor 2 Competitor …


Solution 1

Aspect A High Very High Low …

Aspect B Yes No No …

Aspect C … … … …

Aspect … … … … …

Then, write about your takeaways. (Based on the competitive analysis you just conducted,
what are the implications for Contraline?)
- Useful link, here. Don't limit yourself just to this one. Google is your friend.
- Your answer cannot be longer than this page, if needed, add a link to your
spreadsheet. You should delete these instructions (in blue) to have more space
for your answer. Don't delete the title.

Candidate Answer Here:

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