Deal Book
A deal book can refer to two things: A physical notebook for recording negotiation details, including contacts, action items, and conversations, used by negotiators to track progress and prepare for discussions. Alternatively, it can be a comprehensive written document for an M&A deal, called an offering document or information memorandum, detailing a company's operations, finances, sales, marketing, and customers to a potential buyer. [1, 2, 3]
Negotiator's Deal Book (Physical Notebook)This type of deal book serves as a personal record-keeping tool for negotiations. It typically contains: [2, 3]
Contact Information: Details of people you are talking with, including phone numbers.Action Items: A list of tasks you need to complete before or during negotiations.Negotiation Log: Records of what you've told the other side and their responses, which can be useful for future reference.Diligence Checklist: A list of questions or items to check during the diligence process for venture, start-up, and angel investing.Calendar: A tool to schedule meetings and track important dates.
M&A Deal Book (Information Memorandum)This is a formal document prepared by a seller (or their advisors) to provide a buyer with comprehensive information about a company. Key components include: [1]
Company Overview: Information on the company's operations, structure, and management team.Financial Data: A detailed review of the company's historical financial performance, projections, and key financial metrics.Market and Sales: Details on market positioning, sales strategies, customer base, and revenue streams.Operational Information: Data on facilities, equipment, supply chains, and other operational aspects.Value Proposition: A clear explanation of the company's strengths and the value it offers to a potential buyer.
In SummaryThe context of the term "deal book" is crucial. It can be a simple notebook for a negotiator or a formal document for a business acquisition. [1, 3]
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