Worksheets & Checklists
Files to Download
Where a page shows the same list, the file is built from the registry that page renders, so the paper and the screen say the same thing. The line under each one names the page it works alongside.
Deal Box Worksheet (CSV)
DownloadYour criteria with target and walk-away columns.
Searcher Pitch Outline (CSV)
DownloadThe raise deck, page by page, as investors read it.
Search Raise Checklist (CSV)
DownloadWhat committed investors ask to see before funding.
CIM & Document Analysis Worksheet (CSV)
DownloadEach CIM claim and the document that proves it.
Due Diligence Checklist (CSV)
DownloadEvery workstream as a spreadsheet you can assign.
Document Request List (CSV)
DownloadThe post-LOI request list, ready to send as is.
Data Room Structure (CSV)
DownloadThe room's folders and documents, before the chase.
Personal Financial Statement Worksheet (CSV)
DownloadSBA Form 413, in private, before a lender asks.
Borrower Information Worksheet (SBA Form 1919)
DownloadThe character questions, answered in advance.
Management Case Worksheet
DownloadWho runs each part of this business after closing.
Sources & Uses Worksheet (CSV)
DownloadBoth sides of the page, with the injection test.
Funds-Flow Worksheet (CSV)
DownloadEvery closing wire in order, verified by phone.
Financial Projection Template (CSV)
DownloadA three-year projection to fill in by hand.
90-Day Syllabus Checklist (CSV)
DownloadThe whole curriculum on paper, with a Done column.
First SOPs Worksheet (CSV)
DownloadThe processes to start writing down by day 60.
The Words That Go With Them
These are the files. The emails a searcher sends when a listing is worth writing about, and the call sheet for the first conversation with an owner, are on Sourcing & Screening Templates, and every other stage has its own set behind that stage's door.