Transaction Templates

Term Sheet Template

What is a term sheet? A term sheet outlines the basic terms and conditions under of an investment opportunity and is a non-binding agreement that serves as starting point for more detailed agreements, like a commitment letter, definitive agreement (share purchase agreement), or subscription agreement. Term sheets are often produced by investment bankers on behalf of...

How to Build a Pitch Deck

Download Presentation How To Structure Your Pitch Let’s look at how to structure the pitch from start to finish.  The whole deck should ideally be about 20-30 slides, and more importantly, take only 15 minutes to present.  The bullet points below correspond to specific slides in the free template I provided above. Introduce yourself and the big idea...

IB Due Diligence Checklist

Example investment banking due diligence checklist What is the bank’s current and historical involvement with the corporate issuer and its management? Has the lead underwriter/agent reviewed the issuer’s business and operations with the issuer’s management? Does management have a written business plan, corporate strategy and/or internal budget/forecast? If so, were such materials reviewed by the...

Letter of Intent (LOI)

What is a Letter of Intent (LOI)? A Letter of Intent (LOI) is often a short non-binding contract that precedes a binding agreement like a definitive agreement.  There are some provisions, however, that are binding such as non-disclosure, exclusivity, or governing law. The main points that are typically included in a letter of intent include:...

All Transaction Templates A-Z