Tag: Financing


agreeing on a letter of intent

Mutual Confidentiality Agreement

Each participant in the transaction needs to sign a mutual confidentiality agreement, also known as a non-disclosure agreement (NDA), to ensure that i...

selling a business

Due Diligence

The preliminary due diligence is a customary set of financial and operational statements that are sent to a potential buyer or capital provider before...

healthcare valuation

Capitalization Table

This multi-round capitalization table template contemplates several rounds of financing, from Series A to a liquidity event. The template allows you t...

selling a business

Financial Templates

Financial workbook with a balance sheet, income statement, ratio analysis and accounts receivable from a fictional organization. Download the file her...


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