1 PIPELINE MANAGEMENT TOOL
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EXTERNAL DEAL INFORMATION TABLE 1: DEAL SNAPSHOT This table is the Deal Snapshot that is used for the Confidential Information Memorandum (CIM) and is also sent to potential investors that are considering the deal. COMPANY SNAPSHOT [PIPELINE COMPANY NAME] Company Background:
Brief history/when started; Vision, mission, strategic differentiator, Sector and industry(s)
Products and Services:
Brief description of what the company produces or offers the market; include information regarding whether the products and/or services are gender-smart in design and delivery
Management Team:
Brief description of the management team or owner and their experience; include gender composition
Prior Year(s) Sales and Growth:
Prior three years’ sales figures and trends
Prior Year(s) Gross Margins:
Prior three years’ gross margins and trends
Prior Year(s) Profit and Growth:
Prior three years’ profit and trends
Prior Year(s) Profit Margins:
Prior three years’ profit margins and trends
Number of Employees:
Total number of employees; disaggregated by part-time vs. full-time; disaggregated by gender
Market Overview and Trends:
Macro trends, industry trends, market trends (supply and demand) that make this opportunity attractive
Investment Overview:
Amount and use
Investment Opportunity:
Three to five reasons why [INSERT INV./FUND MANAGER NAME] should invest in this company.
Investment Risks:
Three to five reasons why [INSERT INV./FUND MANAGER NAME may not want to invest in this company.
EBITDA:
Company’s EBITDA based on most recent financials