Deal Document Standards

What problem does it solve?

Provides a single, authoritative set of formatting, citation, confidentiality, and quality-check rules to eliminate inconsistency, reduce review cycles, and prevent numeric and presentation errors in institutional deal deliverables.

Core Features & Use Cases

• Number & Currency Rules: Clear guidelines for thousands separators, negatives in parentheses, rounding conventions, percentage and basis-point notation, and large-amount abbreviations ($M, $B).
• Table & Statement Conventions: Gridline, alignment, header, totals and unit rules to ensure tables and financial statements are presentation-ready and internally consistent.
• Citation & Source Standards: Standardized citation formats for SEC filings, earnings materials, market data, computed tool outputs, and third‑party research, with date stamps and footnote placement rules.
• Confidentiality & Distribution: Page-level confidentiality notices, cover page wording, legal disclaimers, watermarking, and recipient tracking for secure distribution.
• Pre-delivery Quality Checklist: Numerical integrity, formatting compliance, documentation and final review checklist to validate models, tables, and narrative before client delivery.
• Use Case: Apply the standards when producing CIMs, pitchbooks, valuation reports, or analyst research to ensure consistent client-facing outputs and audit-ready source attribution.

Quick Start

Prepare a client-facing CIM that follows the confidentiality notice, table and number-formatting rules, citation standards, and complete the pre-delivery quality checklist before distribution.