Bridger PenningtonFund Launch & Investment Expert

The Power Of Investment Committees 💸

2 Aug 2025 · 1 min

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In this concise presentation, the speaker shares practical guidance for running effective investment committees (ICs). The core recommendations are: (1) schedule regular IC meetings (monthly, quarterly, or weekly) and keep them on the calendar; (2) invite a broad set of participants—including potential investors, analysts, interns, and anyone involved in decision‑making—to give them visibility into the process; (3) ensure any deal presented to the committee has already cleared a predefined investment framework or criteria checklist; (4) circulate full investment memos at least 48 hours before the meeting so participants can review the opportunities in depth; and (5) structure the discussion around why a deal should not be pursued, which the speaker argues leads to the strongest committees. The overall message is that disciplined scheduling, inclusive participation, rigorous pre‑screening, early information sharing, and a critical‑thinking focus create the most effective investment decision process.

Chapters

just a couple general tips on IC. Just start, like put it on the calendar right now, either monthly, quarterly, weekly, whatever you decided, and just hold it. Invite potential investors to it even. Maybe they're not even an IC member, but I've done that a number of times where you kind of can tell they're on the fence. It's like, yeah, hey, why don't you come to my next investment committee? I think you'll get a really thorough understanding of what we're doing here. If you invite your analysts, And your interns and whoever, they now know what you're trying to accomplish. Literally, anybody that's a part of that decision-making process, like, get them involved. If a deal gets to investment committee, it should have already passed your framework, your investment criteria. That's your core checklist. I send out usually 48 hours in advance full investment memos on all the opportunities that we're thinking about. And then you're spending thoughtful time thinking through why not to do the deal. Those are the best investment committees.