Venture Capital and Private Equity Templates

Are you a business owner or investor looking to keep track of mergers and acquisitions (M&A) activities in your industry? Look no further than Stackby's Corporate M&A Tracking Template! Whether you're a seasoned investor or just starting, this template is designed to help you make informed decisions about buying, selling, or holding shares in a particular company. So why wait? Let's have a look at the key features and benefits you can reap by trying out our Corporate Mergers and Acquisitions Tracking Template. What are Mergers and Acquisitions? Mergers and acquisitions (M&A) are two different types of corporate transactions that involve consolidating two or more companies. Mergers occur when two companies combine to form a new, larger entity, while acquisitions happen when one company purchases another. How do Mergers and Acquisitions Differ? Mergers and acquisitions differ in terms of how the transactions are structured and how the deal's value is determined. In a merger, the two companies combine to form a new entity, and the deal's value is based on the combined value of the two companies. In an acquisition, one company purchases another, and the deal's value is determined by the price paid for the acquired company. A Brief Overview of Stackby's Corporate M&A Tracking Template Stackby's Corporate Mergers and Acquisitions Template is a comprehensive solution that allows you to track all aspects of your M&A activities. This template will enable you to monitor potential deals, analyze financial data, track due diligence, and manage post-merger integration. Key Features of Corporate Mergers and Acquisitions Tracking Template Our Mergers and Acquisitions Template comes loaded with a range of features that make it easy for you to track and manage your M&A activities. Some of the key features of the template include: Deal Tracking: With this feature, you can keep track of all the M&A deals your business is involved in, including the status of each deal and critical details such as the transaction value and expected close date. Contact Management: The Corporate M&A Tracking Template also includes a contact management feature that allows you to keep track of all the contacts involved in your M&A activities, including potential buyers and sellers, advisors, and other stakeholders. Customizable Tables: You can customize the template to suit your unique requirements by adding or importing tables as needed. Who is This Corporate M&A Tracking Template for? This mergers and acquisitions template is designed for businesses of all sizes involved in M&A activities, including startups, small businesses, and large enterprises. It benefits business owners, investors, and analysts who must stay informed about corporate deals and make better-informed decisions about buying, selling, or holding shares in a particular company. Why Do You Need Stackby's Corporate M&A Tracking Template? Stackby's Corporate M&A or Mergers and Acquisitions Tracking Template offers a range of benefits for businesses involved in M&A activities, including: Improved Efficiency: The template streamlines the M&A process, making it easier for you to manage deals and keep track of all the necessary details. Better Decision-Making: With detailed financial analysis and other key metrics, the template allows you to make better-informed decisions about buying, selling, or holding shares in a particular company. How to Use This Corporate Mergers and Acquisitions Tracking Template? Using Stackby's Corporate Mergers and Acquisition Tracking Template is easy. Simply sign up for Stackby, import the template, and customize it to your unique needs and requirements. The template comes with pre-built tables for deals and contacts, but you can add or import additional tables depending on your specific needs. Ways to Customize Our Corporate M&A Tracking Template Here are some ways to customize our mergers and acquisitions tracking template Add or import additional tables for specific M&A activities Customize the fields and columns to match your workflow Add custom views to filter and sort data Integrate with other tools, such as CRM or financial software via Zapier or similar. A Quick Look into the Tables That Already Come with Our Corporate M&A Tracking Template Deals: It is where you can track all the relevant details about each M&A deal you are monitoring. Contacts: It allows you to manage all the relevant contact information for the people and companies involved in each deal. Of course, you can add or import tables as needed to cater to your goals. Ready to Streamline Your M&A Tracking Process with Stackby's Corporate M&A Tracking Template? If you're looking for a tool to help you stay ahead of the competition and make informed decisions about mergers and acquisitions, then Stackby's Corporate M&A Tracking Template is the right choice. With this powerful tool, you can streamline the process of tracking deals, manage due diligence, and stay informed about corporate deals. Don't wait any longer to optimize your M&A tracking process. Sign up for Stackby's Corporate M&A Tracking Template today and stay ahead of the competition!

Whether you’re a venture capitalist or an angel investor, or a private equity investor, making investments with maximum return requires a thorough analysis of various aspects of the company. More importantly, the process requires structural organization in order to succeed and our Startup deal-flow tracking template offers just that. Before we go any further, let’s understand the concept of deal flow. What is a deal flow? In simple terms, deal flow is the total amount of investment opportunities available to a fund. Making a deal with any company is often a complex process. As a result, you need to have a thorough knowledge of the various investment avenues currently available to you. The idea behind deal flow management is to ensure that you have all the data you need to make the right decision. Where do you get access to the company’s funding status, revenue range, current employee strength, and other data relevant to an investment decision? Online tools like Mattermark can help you with that. What is Mattermark? Put in simple words, Mattermark is a software that gives you detailed information about various companies and investors. It allows you to monitor the fastest-growing companies worldwide and make informed investment decisions based on reliable company data. You can track a company’s performance and growth over time and stay updated with the latest details about investors worldwide. Accurate and easily accessible data is the key to making profitable deals. However, managing the huge amount of data generated can be a tedious and difficult task. To address your predicament, Stackby developed a Startup deal-flow tracking Template! Bid farewell to the days when you were forced to refer to multiple databases and spreadsheets for reliable data! With Stackby’s Startup deal-flow tracking Template, you can store and track your data from a single interface.  You can directly import the data provided by Mattermark instead of manually entering the same. With multiple deal tracking templates available out there, why should you choose us? How will Stackby’s Startup deal-flow tracking Template help you make investment decisions? Using the template, you will be able to: Record multiple company profiles on the same platform. Automate the entire process by importing data from Mattermark and update it accordingly. Bring data from Mattermark ID to each company to promote efficient tracking. Bring he current state and location of the company. You can also add a small description to each company to better understand before finalizing the deal. Auto-track the total funding received by each company to date. You can also add details about the last funding amount and the last funding date of the company. Auto-track the Mattermark score of each company to your database. Auto Monitor the current employee strength of the company. Auto-track the revenue range for a given company. Add companies to the template directly from Mattermark. Monitor and update the data as and when required. Stackby’s Startup deal-flow tracking Template provides you with all the data you need to make a sound investment decision. Get you Mattermark API today and integrate it with our custom-made deal-flow tracking template to automate the entire deal flow management process. If you're already managing a portfolio, check out this portfolio management template.  

Manage your VC or PE fund's portfolio investments and track their valuation, your current stake, dry powder and more with this easy to use fund portfolio management template. The template is customizable and helps your company track all investments from a single location.

Canvassing Limited Partners to invest in your fund? Keep track of the investors committed to investing in your fund and identify which investor will become a limited partner efficiently with this Limited Partner Tracking template. Simultaneously keep track of your deals and the limited partners, lead partners, status, proposals, minimum and maximum investments and the tasks that you need to work on with each limited partner using the LP Tracking Template.

Whether you are an Angel Investor, an Investment Banker, or run a Venture Capital Fund, a significant portion of your time is spent negotiating and finalizing deals with startup companies. The success of your company depends on the deals you make with different firms and organizations. Proper tracking and management of such deals are essential to ensure the highest possible return. This is accomplished via deal flow management. Efficient and effective deal flow management will ensure that you don’t miss out on the best possible investment opportunities. It allows you to keep an eye out for the most profitable deals heading your way! Stackby’s Deal-flow management template can make the process all the more easier for you.  Are you looking for a tool to manage your deal flow? You’ve come to the right place. Stackby has created a template exclusively for this purpose. With our Deal-flow Management Template, you can record and track your deal’s details on a single interface. How can you use this template for your team? The Deal-flow management template will allow you to: Bring information via pitch forms - startup name, description, URL, categories, pitch deck attachments and more.  Record the source of a particular deal for future reference. Track the current status of the deal. You can select from the options given, including Portfolio, Due-Diligence, Negotiation, On-Hold, etc. Keep an eye on the closing date of each deal. You can also assign a deal manager to make the process simpler and easier. Attach any documents related to the deals to the template itself for easy access. The template also allows you to view the deals by their action or current status. It has an inbuilt calendar that tracks the closing of each deal. The separate tab for sources allows you to list and summarize all the sources for your deals.  Add any custom fields to record particular details of any startup.  Record the contact details - phone number, email ID of the startup representatives and their current job title in the company. Monitor and update the details as and when required. To make your job easier, the deal-flow management template comes attached with a standard Startup pitch form that can be used by your company while negotiating with them.  Quality deal flow management can be the key factor that drives the success of your company. With our custom-made deal flow management template, you can scale your startup investments and focus on what you do best - investing in future unicorns!