Investment Committee Meeting 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.

Add this template to your Jamie account, or sign up and try it for free.

Open in Jamie

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. No audio retained after transcription. 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.