Does anyone do deal prescreens for their firm?
My firm raises equity for sponsors on developments and acquisitions. A lot of my role has been sorting through and evaluating deals that hit our desk and making a write up for my bosses.
I pretty much created my pre screen which is a word doc with key deal metrics, highlights, submarket/market analysis, etc. I think the content is pretty spot on but I feel like it’s messy/very wordy/not an official template.
Anyone else have any good templates they use for this? Happy to share mine so you can see what I mean.
would be interested in seeing
What’s your email
What’s your email?
Would be interested in seeing, happy to share thoughts. I can PM you my email.
What’s your email?
Would be interested in seeing your template as well.
My firm uses an investment summary, but as is yours, probably can be reimagined to be more efficient.
What’s your email? Investment summary as a prescreen?
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What’s your email?
What’s “prescreen”?
Quick yes/no evaluation of a project to determine whether to spend more time on it or not.
I pretty much explained exactly what it is in my post…
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