Have a one-page deal summary template?

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April 09, 2020

by a searcher in Los Angeles, CA, USA

What's a good format for a one-page summary for opportunities to share with the investor community or lenders? I envision this to be a combination of quantitative and qualitative factors. Does anyone have a template that they have used repeatedly and would be willing to share?

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Reply by a searcher
from Westminster College of Salt Lake City in Salt Lake City, UT, USA
I also hear them called "tear sheets", which may be old-school but who cares because we're all getting older & the only other option isn't favorable. Here's an example of a tear sheet with a good mix of qualitative & quantitative data. https://www.slideserve.com/brett-vincent/about-the-fund
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Reply by an investor
from Illinois Institute of Technology in Pasadena, CA, USA
Could be similar to the "profiles" - "teasers" we send when marketing a project...send a note to me and I'll revert with redacted
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