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Deal Origination Report Summery Template

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Deal Origination report, Summery Template can be used to create first brief on any Investment Appraisal. It will also give you idea for next step and what is the value in the deal.

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Deal Origination Report Summery Template

  1. 1. 1 Dr. Zia Ahmed Khan www.ventureart.biz Deal Origination Report (DOR) Deal Origination Report (DOR) - Investment Appraisal - Summary Template By: -Dr. Zia Ahmed zia@ventureart.biz
  2. 2. 2 Dr. Zia Ahmed Khan www.ventureart.biz Deal Origination Report (DOR) Deal Origination Report (DOR) Template Company Name: XYZ Ltd. (if approved remove and use “Project Name” only) Project Name: Banana Project (only use company name after press release) Status: Initial DOR / Active / Canceled NDA: Yes/No NDA Date: Monday, May 04, 2015 Sourced: Who sourced the deal? Sourced Date: Monday, May 04, 2015 Fund Team: 1 VP, 1 Associate, 1 Analyst Key Deal Contacts: List Name, Company, Function, Telephone, Email Attachments: (Optional) 1. Next Steps: What are the next steps needed to continue with either due diligence and/or negotiations 2. Investment Rationale What is the opportunity? Why is this deal a good investment for the port fund? Discuss synergies, risk, expected returns, initial thoughts about an exit, etc 3. Overview Company, Country, Region and any other pertaining information 4. Market Info Initial intelligence on market size, supply, demand, niches, deficiencies and anomalies, opportunities
  3. 3. 3 Dr. Zia Ahmed Khan www.ventureart.biz Deal Origination Report (DOR) 5. Management Key managers and initial management valuation 6. Ownership Ownership Structure 7. Company Operations Summarized description of operations, if various business units please discuss each business unit individually 8. Key Clients and Suppliers Key clients and suppliers 9. Key Business Assumptions Key operation drivers, targets, etc needed to reach our valuation assumptions 10. Financial Summary If available, historical and forecasted key financial summary
  4. 4. 4 Dr. Zia Ahmed Khan www.ventureart.biz Deal Origination Report (DOR) 11. Valuation Summary If available, initial valuation summary NOTE: Document should not exceed five pages. An executive summary and deal detail will be prepared as due diligence is completed if DOR is approved.

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