Investment strategy

Template

Pipefy´s Investment Strategy Template enhances the company´s ability to control investments and keep track of their progress. Your portfolio can now be arranged in a practical and useful way to maximize speed and viability.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Investment identification

  • 2. Investment description

  • 3. Investment team

  • 4. ID

Strategic outlook

  • 1. Sector of investment

    • Financials
    • Utilities
    • Consumer Discretionary
    • Consumer Staples
    • Energy
    • Health Care
    • Industrials
    • Information Technology
    • Telecommunication Services
    • Materials
    • Real Estate
  • 2. Environmental Analysis

    • A brief description of the political and economical environment where the investment will be made.
  • 3. Environmental Analysis documents

    • A document containing a brief description of the political and economical environment where the investment will be made.
  • 4. Investment objective & expectations

    • What is to be accomplished through this investment?
  • 5. Investment strategy

  • 6. Risk assessment

  • 7. Time horizon

    • Days
    • Weeks
    • 1 month
    • 3 months
    • 6 months
    • 9 months
    • 12 months
    • 12+ months
  • 8. Investment funds

  • 9. Expected Return on Investment (ROI percentage)

Investment solutions

  • 1. Investment analysis

    • Investment viability and risk-return analysis
  • 2. Investment plan (best case scenario)

  • 3. Investment plan (worst case scenario)

  • 4. Investment start date

Execution and monitoring

  • 1. Investment closing date

  • 2. Investment Report

  • 3. Updated Return on Investment (Percentage)

  • 4. Investment documents

Execution and monitoring

  • 1. Investment closing date

  • 2. Investment Report

  • 3. Updated Return on Investment (Percentage)

  • 4. Investment documents

Successful investments

Unsuccessful/discarded investments

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