I've read hundreds of CIMs and deal memos in my career. It's easy to get sucked into the marketing of these documents. I review every deal with this checklist to identify the true opportunities and potential risks.
Don't waste your valuable time and money on a deal that you shouldn't pursue. This deal review checklist will help you identify the pros and cons of a deal your analyzing.
Built while in Private Equity and used across the small business landscape.
- Google Sheet
- Explainer Video