Systematizing our Portfolio

[John Napier]

Good afternoon from Virginia

We are in the process of systematizing our portfolio as we are building and growing. In doing so, we are in the process of developing a good system of go-to templates and processes in order to streamline. 1) What have been some must-have cogs as a part of your deal-flow machine (for my excel lovers). A good proforma is priceless, market comps, T12 from sellers, underwriting, etc. Anything else?; 2) If anyone has any templates they absolutely love, we would be extremely grateful to have those shared with us as we begin to create/evolve our own based upon our companies' needs. Thank you in advance for your responses!

Blessings