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    • Caller's KPI
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  • Deal Flow Cycle
    • Official Deal Flow
    • Evaluation Stage
    • Shark Tank Presention
    • Pre LOI Stage
    • LOI Stage
    • Pre PSA Stage
    • Signed PSA Stage
    • Re-Trade
    • Closed/Canceled
  • Workshop
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  • More
    • Home
    • KPIs
      • Caller's KPI
      • Callers Quarterly KPIs
    • Territories
      • Overview
    • Database
      • Google Sheets
    • Deal Flow Cycle
      • Official Deal Flow
      • Evaluation Stage
      • Shark Tank Presention
      • Pre LOI Stage
      • LOI Stage
      • Pre PSA Stage
      • Signed PSA Stage
      • Re-Trade
      • Closed/Canceled
    • Workshop
    • Resources
    • Marketing
    • Prospecting
    • VA Schedule
  • Home
  • KPIs
    • Caller's KPI
    • Callers Quarterly KPIs
  • Territories
    • Overview
  • Database
    • Google Sheets
  • Deal Flow Cycle
    • Official Deal Flow
    • Evaluation Stage
    • Shark Tank Presention
    • Pre LOI Stage
    • LOI Stage
    • Pre PSA Stage
    • Signed PSA Stage
    • Re-Trade
    • Closed/Canceled
  • Workshop
  • Resources
  • Marketing
  • Prospecting
  • VA Schedule

Deal Flow

  

Step 1: Caller underwrites potential deal for LOI/Presentation in Shark Tank


Step 2: Shark Tank tests the Callers original assumptions to see if we can move forward


Step 3: Deal gets signed up and under PSA


Step 4: As soon as Step 3 happens, Chris & Guzy to create a copy of the callers model, this is now the new 

model we use to make any changes to assumptions during the DD period


Step 5: late in DD Chris & Guzy convert model to 100 club for final presentation to committee 


Step 6: Fund Committee signs off on final assumptions and a budget/forecast is born for the acquisition


Step 7: 100 club model is updated post-closing to reflect actual closing items. 




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