Commit to a One-Page Deal Screen
Commit to applying a one-page PE screen that covers thesis, valuation, leverage, diligence gaps, and return drivers.
commit-card draft-scaffold Prepare a one-page private-equity deal screen before a teaser review, CIM readout, first-round bid discussion, or investment committee prep. A target company needs a fast initial judgment on thesis, valuation, leverage, diligence gaps, and return drivers. Before the next banker teaser review, screen the target using thesis, valuation, leverage, and diligence gaps. Before reading the next CIM, write the one diligence question that could change price or process. Before a first-round bid meeting, prepare a mini return bridge showing EBITDA growth, deleveraging, and multiple movement. Before an investment committee pre-read, label the top three risks as commercial, financial,…
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