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Updated over 8 years ago on . Most recent reply

User Stats

30
Posts
1
Votes
Scott W.
  • Investor
  • Cleveland, OH
1
Votes |
30
Posts

Template For Presenting To Investors

Scott W.
  • Investor
  • Cleveland, OH
Posted

I have a pro forma spreadsheet i use to analyze deals and show to my partners, etc... but i was wondering if anyone on BP had a full investor package template that they typically use (and could share) to present to investment partners (either on syndication deals or on more vanilla deals).  Not looking for the legal paperwork but more the copy-and-paste outline to follow when presenting the opportunity in a syndication or non-syndication deal.

Thanks in advance...

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