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...

Investment Pitch Deck Template

Download Pitch Deck Template Download CFI’s free investment pitch deck template by clicking on the link or image below.  This PPT template can be used to create your own pitch for raising capital or present to investors to tell your story.  >>Download Free Investor Pitch Deck Template<<   Download Presentation   How To Structure Your Pitch...

Due Diligence Checklist

Due diligence checklist Below is an example of a due diligence checklist for mergers & acquisitions, capital raising, and other transactions.  The due diligence checklist includes over 25 items that range from financial to legal to operations items that should be verified before completing the transactions.     Example due diligence checklist items What is 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