UPDATE: For anybody who hasn't received the link

πŸ“ˆ M&A Due Diligence Financial Fact Book [EDITABLE TEMPLATE] πŸ“ˆ
THIS is the information you need before entering a deal.

❗Equally relevant for the buy- and sell-side❗

➑️ Investors/buyers: Make sure you are presented with clean and comprehensive
financial data - as shown in the template - before closing a deal.

➑️ CEOs/founders: Use the template to avoid dead deals by preparing a clear and
robust fact book.

The template includes:
βœ… Lead schedules
βœ… Valuation drivers
βœ… Profit and loss section
βœ… Balance sheet and cash flow section
βœ… 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?
πŸ‘‡πŸ‘‡ Let me know in the comments and I'll send it to you ASAP πŸ‘‡πŸ‘‡

#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