Deal Origination report, Summery Template can be used to create first brief on any Investment Appraisal. It will also give you idea for next step and what is the value in the deal.

1. 1
Dr. Zia Ahmed Khan www.ventureart.biz
Deal Origination Report (DOR)
Deal Origination Report (DOR) - Investment Appraisal - Summary Template
By: -Dr. Zia Ahmed
zia@ventureart.biz

2. 2
Dr. Zia Ahmed Khan www.ventureart.biz
Deal Origination Report (DOR)
Deal Origination Report (DOR) Template
Company Name: XYZ Ltd. (if approved remove and use “Project Name” only)
Project Name: Banana Project (only use company name after press release)
Status: Initial DOR / Active / Canceled
NDA: Yes/No
NDA Date: Monday, May 04, 2015
Sourced: Who sourced the deal?
Sourced Date: Monday, May 04, 2015
Fund Team: 1 VP, 1 Associate, 1 Analyst
Key Deal Contacts: List Name, Company, Function, Telephone, Email
Attachments: (Optional)
1. Next Steps:
What are the next steps needed to continue with either due
diligence and/or negotiations
2. Investment Rationale
What is the opportunity? Why is this deal a good investment for the port
fund? Discuss synergies, risk, expected returns, initial thoughts about an
exit, etc
3. Overview
Company, Country, Region and any other pertaining information
4. Market Info
Initial intelligence on market size, supply, demand, niches, deficiencies
and anomalies, opportunities

3. 3
Dr. Zia Ahmed Khan www.ventureart.biz
Deal Origination Report (DOR)
5. Management
Key managers and initial management valuation
6. Ownership
Ownership Structure
7. Company Operations
Summarized description of operations, if various business
units please discuss each business unit individually
8. Key Clients and Suppliers
Key clients and suppliers
9. Key Business Assumptions
Key operation drivers, targets, etc needed to reach our valuation
assumptions
10. Financial Summary
If available, historical and forecasted key financial summary

4. 4
Dr. Zia Ahmed Khan www.ventureart.biz
Deal Origination Report (DOR)
11. Valuation Summary
If available, initial valuation summary
NOTE: Document should not exceed five pages. An executive summary and deal detail
will be prepared as due diligence is completed if DOR is approved.