Worksheets & Checklists
Files to Download
Each file is built from the registry the matching page renders, so the paper and the screen cannot say different things. The line under each one names the page it works alongside.
Deal Box Worksheet (CSV)
DownloadTwelve 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)
DownloadTwelve things committed investors ask to see.
CIM & Document Analysis Worksheet (CSV)
DownloadEleven CIM claims and the document that proves each.
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)
DownloadSeven folders and forty 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 shaped for a lender.
90-Day Syllabus Checklist (CSV)
DownloadThe whole curriculum on paper, with a Done column.
First SOPs Worksheet (CSV)
DownloadThe processes to write down before day 60.
The Words That Go With Them
These are the files. The emails a searcher sends at each stage, and the call sheet for the first conversation with an owner, are on Templates.