CONFIDENTIAL — Client Intake & Strategic Mandate
Client Info (10)
Client Name
Client Type
Family Office
PE Sponsor
Strategic
Independent
Primary HQ
Industry / Sector
Mandate Size (AUM / Target $)
Investment Horizon (yrs)
Risk Tolerance
Conservative
Moderate
Aggressive
Preferred Vehicle
Direct Equity
SPV
Debt
Joint Venture
Tax & Legal Notes
Primary Contact Role
Contacts (5)
Primary Contact Name
Email
Phone
Advisor / Broker
Other Key Stakeholder
Financial Snapshot (7)
Revenue (TTM)$
EBITDA (TTM)$
Gross Margin %
Net Debt$
Valuation / Ask$
Target Equity$
Expected Exit Value$
Deal Objectives (5)
Primary Objective
Target IRR %
Preferred Leverage (Debt/EBITDA)
Time-to-Close (days)
Key KPIs to Track
Assets & IP (3)
Core Assets / IP
Patents / Trademarks
CapEx Needs$
Market Intelligence (3)
Market Size (TAM)$
Competitive Position
Growth Drivers
Risk & Compliance (3)
Regulatory Risks
Operational Risks
Mitigations
Influence & Relationships (3)
Board / Advisors
Key Customers / Partnerships
Channel / Distribution
Automation & Reporting (2)
Current Reporting Stack
Desired Automations
Strategic Pillars — 12+ (enter short notes for each)
Pillar 1
Pillar 2
Pillar 3
Pillar 4
Pillar 5
Pillar 6
Pillar 7
Pillar 8
Pillar 9
Pillar 10
Pillar 11
Pillar 12
Cashflow Projections (up to 10 years)
Enter expected net cashflows by year. Use negative for initial investment (year 0).
Year 0
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Debt / Amortization Inputs
Debt Amount$
Interest Rate (annual %)
Term (years)
Payments Per Year
1
2
12
Amortization schedule will be included in the PDF if debt amount & term are provided.
Additional Notes (1)
Additional Notes / Confidential Instructions
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