Syndicate Screen Sheet

Screen Shot 2018-05-15 at 3.52.24 PM.png

Check it out at this link! Originally created for the post: ‘The Ultimate Checklist to Invest For Success with Syndicates’

What it is

A one-liner tracking sheet to review and compare syndicate deals. Quickly capture the key syndicate deal points, allowing you to compare deals across deal type and time. Allows you to put the various deals of interest in context against each other.

Why I created it

I needed a way to quickly review and compare the syndicate deals that were coming across my desk. I wanted to be able to identify whether the terms of a given syndicate were good, and whether the deal looked like one worth pursuing in more detail. If a deal passes the initial screen of interest on this sheet, then I would do a deeper dive using the Syndicate Investment Checklist.

How you can use it

Create your own copy and use or extend it as you see fit. I hope it helps you as much as it has helped me!



Leave a Reply