UPDATE: For anybody who hasn't received the link
https://bit.ly/37chMtN
📈 M&A Due Diligence Financial Fact Book [EDITABLE TEMPLATE] 📈
THIS is the information you need before entering a deal.
❗Equally relevant for the buy- and sell-side❗
➡️ Investors/buyers: Make sure you are presented with clean and comprehensive
financial data - as shown in the template - before closing a deal.
➡️ CEOs/founders: Use the template to avoid dead deals by preparing a clear and
robust fact book.
The template includes:
✅ Lead schedules
✅ Valuation drivers
✅ Profit and loss section
✅ Balance sheet and cash flow section
✅ 5-year business plan
With this template, all the heavy leg work has been done for you.
Simply plug in your numbers and that’s it.
TIP: Use a virtual data room such as CapLinked to collect and share data safely
and efficiently!
Interested in getting the editable version?
👇👇 Let me know in the comments and I'll send it to you ASAP 👇👇
#startups #PrivateEquity #VentureCapital #investors #DataSecurity #Data
CapLinked - Trusted Virtual Data Rooms for PE, VC, MA and more
Post credit to our COO/ Founder Christopher Grey
Originally posted by Greg Brinson on LinkedIn
link: linkedin.com/in/gregbrinson
https://bit.ly/37chMtN
📈 M&A Due Diligence Financial Fact Book [EDITABLE TEMPLATE] 📈
THIS is the information you need before entering a deal.
❗Equally relevant for the buy- and sell-side❗
➡️ Investors/buyers: Make sure you are presented with clean and comprehensive
financial data - as shown in the template - before closing a deal.
➡️ CEOs/founders: Use the template to avoid dead deals by preparing a clear and
robust fact book.
The template includes:
✅ Lead schedules
✅ Valuation drivers
✅ Profit and loss section
✅ Balance sheet and cash flow section
✅ 5-year business plan
With this template, all the heavy leg work has been done for you.
Simply plug in your numbers and that’s it.
TIP: Use a virtual data room such as CapLinked to collect and share data safely
and efficiently!
Interested in getting the editable version?
👇👇 Let me know in the comments and I'll send it to you ASAP 👇👇
#startups #PrivateEquity #VentureCapital #investors #DataSecurity #Data
CapLinked - Trusted Virtual Data Rooms for PE, VC, MA and more
Post credit to our COO/ Founder Christopher Grey
Originally posted by Greg Brinson on LinkedIn
link: linkedin.com/in/gregbrinson
