Private Equity & Deal Teams
Investment Committee Meeting Template
Add this template to your Jamie account or sign up and try it.
Use template
An investment committee meeting template is a structured format for documenting IC meetings during a deal process. It defines what should be captured from each session: the deal overview and investment thesis being presented, the key risks debated by the committee, the questions and points of disagreement raised by IC members, and the final decision including any conditions attached to approval. The goal is to produce a complete, accurate record of the committee's reasoning - not just the outcome - so the deal team has a clear audit trail of what was decided, why, and what conditions must be met before proceeding.
About this template
This template has six sections. Each one tells Jamie what to capture during an IC meeting and how to structure the output.
Section 1: Deal Overview
Captures the essential facts about the deal being presented: target company, deal type, enterprise value, proposed equity investment, the deal team presenting, and the IC stage. The foundation every other section builds on.
Section 2: Investment Thesis
Documents the core argument for why the deal should be done. The thesis in two to three sentences, the key value creation levers, what makes this asset attractive relative to alternatives, and the target return profile including entry multiple, IRR, and MOIC.
Section 3: Key Risks Discussed
Captures every risk the committee raised or debated - market and competitive risks, valuation concerns, management team risks, and operational or execution risks. For each risk: what was the concern, how did the deal team respond, and was the committee satisfied with the answer.
Section 4: Committee Questions and Debate
Documents the questions IC members asked and the substance of the discussion. Who asked what, deal team responses, points of disagreement between committee members, and areas where the committee asked for more work. This section captures the quality of the reasoning, not just the conclusion.
Section 5: Decision and Conditions
Captures the outcome: approved, approved with conditions, tabled for further work, or rejected. If conditions were attached, what exactly must happen before proceeding. If rejected, what were the primary reasons. Voting outcome if a formal vote was taken.
Section 6: Next Steps
Lists all actions coming out of the IC. What the deal team needs to do next, deadlines for follow-up work, external actions like LOI submission or management meetings, and any internal approvals still needed.
Why deal teams use this template
IC meetings are the most consequential meeting in a deal process and the hardest to document accurately
The IC is where the decision gets made. But the most valuable output is not the decision itself - it is the reasoning behind it. The risks debated, the conditions attached, the questions that still need answers. That reasoning is what gets lost when notes are taken manually by someone who is also presenting.
Conditions get forgotten between IC and closing
IC approval often comes with conditions. A specific diligence item to close, a valuation cap, a management reference check. When those conditions live in someone's notebook or a hurried email thread, they get missed. A structured IC note makes every condition explicit and traceable.
Audit trail for fund governance
LPs, compliance teams, and future fund reviews all benefit from knowing what was considered and debated at IC. Structured notes create that record automatically, without anyone having to reconstruct it after the fact.
New team members get up to speed faster
When someone joins a deal after the first IC or picks it back up after a break, a structured IC summary tells them exactly where the deal stood, what the committee was worried about, and what conditions are still open.
How to Use This Template in Jamie
Jamie works natively on your device. No bot joins your call, no meeting link needed. Use it across every online platform, capture in-person meetings via your laptop or phone, and get structured notes in 100+ languages - and your data stays on EU servers, fully encrypted, GDPR compliant.
Step 1: Add the IC Meeting template in Jamie under Settings > Templates - or click Use this template to load it automatically.
Step 2: Start your IC meeting on any platform: Zoom, Teams, Google Meet, or in person.
Step 3: Within minutes of the meeting ending, your notes appear structured in six sections.
Step 4: Switch templates after the fact if needed. Jamie regenerates the summary in the new format. Your transcript stays the same.
Built for PE, IB, and M&A teams
Jamie processes and stores your data only within the EU. All data is encrypted with AES-256 in transit and at rest. No third-party bot sits in your call. Audio is streamed for transcription and never stored. This fits within the compliance requirements most funds already have in place. The template works with any meeting platform and handles calls in 100+ languages.
FAQS
An IC meeting template should include six sections: a deal overview with the essential facts about the target and deal structure, the investment thesis being presented, a record of every risk raised and debated by the committee, the substance of committee questions and discussion, the final decision including any conditions for approval, and the action items coming out of the meeting.
Most PE firms document IC meetings with structured notes that capture the deal recommendation, risks debated, committee questions, and the final decision with conditions. Deal teams increasingly use tools like Jamie to apply an IC meeting template automatically, so the person presenting is not also responsible for taking accurate notes during one of the most consequential meetings in the deal process.
The most reliable approach is to use a structured template that defines the six elements to capture before the meeting starts - thesis, risks, questions, debate, decision, and next steps. AI meeting tools like Jamie apply this structure automatically and produce organized notes within minutes of the meeting ending, without a bot joining the call.
IC meeting minutes are a formal governance record, often required for regulatory or LP reporting purposes. IC meeting notes are the working document the deal team uses - capturing the reasoning, debate, and conditions in a format that is useful for the deal process rather than just for the record. The Jamie IC Meeting template is designed for the latter: structured, useful, and ready to reference during closing.
Yes. Jamie works natively on your device with no bot joining the call, so committee members and external participants have no indication that the meeting is being captured. This matters for IC meetings specifically, where a visible recording bot can affect how committee members speak and what they are willing to put on the record.
