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Preliminary Investment Memorandum

Preliminary Investment Memorandum Template for United Arab Emirates

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Key Requirements PROMPT example:

Preliminary Investment Memorandum

"I need a Preliminary Investment Memorandum for a UAE-based healthcare technology company seeking Series B funding of AED 50 million, targeting institutional investors with a planned investment close by March 2025."

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Document background
The Preliminary Investment Memorandum is a crucial document used in the UAE investment landscape when seeking to attract potential investors or initiate a sale process. It is typically prepared at the early stages of an investment or sale transaction, providing sufficient information for investors to evaluate the opportunity while maintaining appropriate confidentiality. The document must comply with UAE federal laws, including UAE Federal Law No. 32 of 2021 (Commercial Companies Law) and relevant SCA regulations. It includes comprehensive information about the business opportunity, market analysis, financial performance, risk factors, and proposed investment structure, while incorporating necessary disclaimers and regulatory notices required under UAE law. The Preliminary Investment Memorandum serves as a foundation for more detailed due diligence and negotiations, particularly in contexts where UAE market practices and regulatory requirements need to be carefully considered.
Suggested Sections

1. Important Notice and Disclaimers: Legal disclaimers, confidentiality notices, and regulatory statements required under UAE law

2. Executive Summary: Brief overview of the investment opportunity, key highlights, and investment thesis

3. Investment Highlights: Detailed presentation of the key attractive features of the investment opportunity

4. Business Overview: Comprehensive description of the business, its operations, market position, and competitive advantages

5. Market Analysis: Overview of the market environment, industry trends, and competitive landscape

6. Financial Information: Historical financial performance, key metrics, and future projections

7. Investment Structure: Proposed structure of the investment, including legal framework and governance

8. Management Team: Profiles of key management personnel and their expertise

9. Risk Factors: Detailed discussion of potential risks and mitigating factors

10. Transaction Process: Overview of the investment process, timeline, and next steps

Optional Sections

1. Environmental, Social and Governance (ESG): Include when the investment has significant ESG considerations or targets ESG-focused investors

2. Technology Infrastructure: Include for technology-driven businesses or when tech infrastructure is a key value driver

3. Regulatory Environment: Include when the business operates in a heavily regulated industry or requires specific licenses

4. Growth Strategy: Include when there is a specific expansion or growth plan that requires additional elaboration

5. Strategic Partnerships: Include when key partnerships or relationships are material to the business

6. Real Estate Assets: Include when real estate holdings are a significant part of the business value

7. Intellectual Property: Include when IP assets are crucial to the business model

8. International Operations: Include when the business has significant cross-border operations

Suggested Schedules

1. Financial Statements: Detailed historical financial statements and projections

2. Corporate Structure Chart: Visual representation of the corporate and ownership structure

3. Market Research Reports: Third-party market research and industry analysis

4. Key Contracts Summary: Summary of material contracts and agreements

5. Management CVs: Detailed biographies of key management personnel

6. Asset Schedule: Detailed list of key assets and their values

7. Legal and Regulatory Approvals: List of required permits, licenses, and regulatory approvals

8. Technical Information Memorandum: Detailed technical information about products, services, or operations

9. Term Sheet: Preliminary investment terms and conditions

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions





































Clauses

























Relevant Industries

Technology

Real Estate

Healthcare

Financial Services

Manufacturing

Retail

Energy

Infrastructure

Hospitality

Education

Logistics

E-commerce

Media and Entertainment

Agricultural Technology

Clean Technology

Relevant Teams

Legal

Finance

Corporate Development

Investment Banking

Strategy

Business Development

Risk Management

Compliance

Corporate Communications

Executive Leadership

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Investment Director

Managing Director

Corporate Finance Manager

Business Development Manager

Legal Counsel

Investment Banker

Financial Analyst

Due Diligence Specialist

Strategy Director

Mergers & Acquisitions Manager

Private Equity Manager

Venture Capital Manager

Risk Manager

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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