Summary Tempalate Investment Appraisal by ziaahmed

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									Summary Template- Investment Appraisal

www.ziaahmed.org

Deal Origination Report (DOR) Investment Appraisal Summary Template
By: - Zia Ahmed

www.ziaahmed.org zia@ziaahmed.org

Zia Ahmed

zia@ziaahmed.org

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Summary Template- Investment Appraisal

www.ziaahmed.org

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: Saturday, July 25, 2009 Sourced: Who sourced the deal? Sourced Date: Saturday, July 25, 2009 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 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

Zia Ahmed

zia@ziaahmed.org

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Summary Template- Investment Appraisal

www.ziaahmed.org

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 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.

Zia Ahmed

zia@ziaahmed.org

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