Intermediate

Deal Memo

Also known as: Deal Summary, Deal Note

What is Deal Memo?

A Deal Memo is a short, often non-binding note that captures the headline terms of a partnership before the full legal paperwork is drafted. It records who the parties are, the commercial model and the key numbers so both sides share one written reference point.

Key takeaways
  • A Deal Memo is a quick, usually non-binding written record of agreed headline terms
  • It freezes the deal early so nobody re-negotiates from memory
  • It gives the legal team a clear brief to turn into an MSA and IO
  • Send it the same day as the call and get written confirmation
  • It is a bridge to the binding contract, not a substitute for one

How it works

In affiliate deals, weeks can pass between a handshake and a signed contract, and details fade fast. A Deal Memo captures the essentials the moment they are agreed: the parties, the commercial model, the core numbers and any triggers. It is short, often a single paragraph or one page.

Because it is typically non-binding, its power is documentary rather than legal. It anchors everyone to one written reference so that when legal drafts the formal IO and MSA, they are transcribing an agreed record instead of reconstructing a conversation. Asking both sides to reply 'agreed' in writing gives the memo evidential weight if terms are later disputed, even though the enforceable commitment only arrives with the signed contract.

  1. Hold the deal call

    Partner and broker verbally agree the model, rate and key conditions.

  2. Write the memo same day

    Capture parties, model, numbers and triggers while details are fresh.

  3. Circulate for confirmation

    Send it to both sides and ask for an explicit written 'agreed'.

  4. Hand to legal

    Legal uses the memo as the brief for the MSA and IO.

  5. Supersede with the contract

    The binding documents replace the memo once executed.

Why it matters for partnership: In fast-moving affiliate deals, weeks can pass between a handshake and a signed contract. A Deal Memo freezes the agreed terms early, so nobody re-negotiates from memory and the legal team has a clear brief to turn into an MSA and IO.

Real World Example

After a call, an affiliate manager sends a one-page Deal Memo: '$300 CPA, min 5-lot trigger, 30-day cookie, Tier-1 geos, Net-30 payment.' Both reply 'agreed', and legal uses it as the basis for the formal contract.

Deal Memo vs Term Sheet
Aspect Deal Memo Term Sheet
Purpose Record what was just agreed Structure and drive negotiation
Format Quick note, one page Structured, itemised
Binding Usually no Non-binding except named clauses

Pro Tip

Send the memo the same day as the call while details are fresh, and ask for explicit written confirmation so it carries weight even if later disputed.

Common Pitfalls

Assuming a Deal Memo is legally enforceable on its own. It rarely is; it is a bridge to the binding IO and MSA, not a substitute for them.

FAQ

How is a Deal Memo different from a Term Sheet?

They overlap heavily; a Term Sheet is usually more structured and negotiation-oriented, a Deal Memo is a quick record of what was just agreed.

Sources & further reading