Introduction

SWAN deal memo work is led by a deal lead who works with section contributors. The section contributors  work on one section of the memo, for example, team, finance or marketing and sales.

However you decide to help, you will find the work both interesting and highly educational. Your ability to confidently evaluate a startup will increase. And you will also get to better know other SWAN members, increasing your sense of belonging to a group dedicated to making the world a better place.

If you have not helped before, you will be well supported and you will realize, when the memo is finished, that you really do have the skills and experience required to contribute. Your life experience is all you need to bring to the table.

Considering being a Deal Lead?

A good place to start: previous deal leads discuss their experience in a 32-minute video.

Deal leads are required to be a SWAN member (angel, associate or intern).

Deal leads can serve as a Lead Mentor, a Lead Learner or a Solo Lead. For other than Deal Learners, it is expected  that you have  helped on a previous deal memo.

The Deal-Memo-Guidelines-2021-08-27 provides a complete description of the process by which a deal memo is written.

The  SWAN Impact Deal Memo 2021-07-12  is the template for Deal Memo.

Considering being  a Section Contributor?

You can be a Section Mentor (coach) or a Section Learner (first time working on a memo and doing most of the work with the support of  Mentor), or a Solo contributor (have previously worked on a memo). In some cases, we will have several people working on one section.

An “Introduction to Writing a Deal Memo Section”  provides a step-by-step cookbook for section contributors You can view the material in one of two ways, whichever you prefer, as a a 12 minute video  and a pdf file.

The Deal-Memo-Guidelines-2021-08-27 provides a complete description of the process by which a deal memo is written.

The  SWAN Impact Deal Memo 2021-07-12  is the template for Deal Memo, and contains a wealth of information that guides the writing of each section of a memo.

The 201 webinar gives some guidance for each section of the deal memo. The 202 webinar provides information on deal terms.