ABCDEFGHIJKLMNOPQRSTUVWXYZ
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CompanyDescription Revenue ($MM)International ActivitiesOwnershipContactCDI Comments2Client Comments2Status
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Company Name (with link to website attatched)
HQ Location
Company Description (Usually from either comparables or pitchbook)
Make this collumn left hand justified
Excell hack: "alt + enter" allows you to go to a new line
General Formatting: Try to make as narrow as possible so it fits on one page if printed
$##
(Include source and year here)
Do they operate outside of the US? Feel free to replace this collumn with specific criteria for your clientPrivate or Public Company
Note if Company is a subsidiary
Name - Job Title
Email/Phone #/Linkedin
This is for people you send it to like Jeff or Bill to add their thoughtsThis is for client to add their thoughts on whether they want you to contact themUpdate this collumn as you contact targets and hear responses, add this information to the status report eventually
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