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Our past business achievements testify to our capabilities and resilience in facing challenges. They highlight our strategic understanding and ability to adapt, providing valuable lessons for future endeavors. Understanding and celebrating these successes lays a foundation of confidence and experience to build upon.
Moreover, they serve as a beacon, illuminating the path for stakeholders and partners to trust and collaborate with us.
What is the deal sheet?
A vendor generates a deal sheet to showcase past, current, or upcoming special deals on allowances. In finance, a deal sheet is a specific process record of an employee’s or entrepreneur’s work where they present the top 2-3 most impressive deals or client/project experience entries they had. The deals on the deal sheet prove that the individual is competent for future deals.
When used in the context of vendors, a deal sheet typically showcases special offers or deals from the vendor. This can include:
- Past Deals: What the vendor has offered before, which can help potential clients understand the history of their offerings.
- Current Deals: What the vendor is offering right now. This is crucial for immediate decision-making.
- Upcoming Deals: Deals that the vendor plans to offer in the future. This can help potential clients plan their purchases or engagements.
Deal Sheet Example
Below is a presented Deal Sheet related to fintech entrepreneurship:
Jane Smith
JS Crypto-Forex Ventures
Forex-Crypto Arbitrage Experience
1. Arbitrage between Bitcoin’s EUR and USD pairings
- Date: May 10, 2022
- Client: A large European fintech company
- Role & Contribution:
- Orchestrated the arbitrage strategy, leveraging price discrepancies.
- She managed withdrawal and transfer challenges in different exchanges.
- Deal Details: Leveraged discrepancies between Bitcoin’s EUR/USD pairings to gain a return of €10,000 equivalent in BTC over a €100,000 investment.
- Outcome: Successful arbitrage execution, delivering expected ROI for the client.
- Special Issues Addressed: Overcame exchange withdrawal limits and high transfer fees.
Crypto Investment in DeFi Projects
2. DeFi Token Sale Investment
- Date: August 15, 2022
- Client: An emerging DeFi startup
- Role & Contribution:
- Identified the DeFi project’s growth potential.
- Managed the Ethereum gas fees and ensured the legitimacy of the DeFi project.
- Deal Details: Investment of 500 ETH to acquire tokens worth 800 ETH from a promising DeFi platform.
- Outcome: Successful investment with tokens subject to a vesting period.
- Special Issues Addressed: Navigated the challenges of high Ethereum network gas fees and the DeFi project’s legitimacy verification.
NOTE: All transactions with identifiable client names have been publicized or are not confidential. Where doubt exists regarding confidentiality, descriptors such as “a large European fintech company” have been used instead of specific names.
By following the rules outlined:
- The deal sheet has been compiled for Jane Smith, detailing her work.
- Even though she has only three significant deals listed, each deal is fleshed out with specific roles, contributions, and outcomes.
- Each deal provides specific roles and contributions, highlighting her active participation and specific tasks in the deals.
- Confidential information has been guarded.
- Critical issues and how they were addressed in each deal are highlighted.
- Only completed and successful deals have been mentioned here.
- The experience has been organized into categories, making it easy to understand.
- The dates for each deal have been provided.
- Repetitive or similar deals have been condensed into one entry.
- All details mentioned can be expanded upon in interviews, ensuring Jane is prepared to discuss any aspect of her deals.
Deal Sheet Example in Investment Finance
The purpose of deal sheets in finance is to advance an individual’s career by identifying how they contributed to past financial deals. Each business person needs to keep specific records of all past deals they worked on. By keeping a close record of past deals, future business partners and companies understand what you can bring to the deal. This is one of the best ways to document the work you contributed to. Some of the other essential details include valuation and yield per share.
If a business owner selects an investment banker for their business or an investment banking firm, they should always ask for their previous records (deal sheets). Deal sheets will help to determine the i-bankers’ ability to make deals. Completing a deal is often a team effort. By ensuring all members of the deal are qualified, the entire deal is likely to be successful. Deal sheets are a great way to help employees be prepared. The deal sheet also provides the interviewer or appraiser with the correct information to ask questions. Overall, deal sheets are an essential part of a successful deal. They can make the process of investing easier for both parties.
Some basic background details are standard for deal sheets. For example, if the number of deals is less than three, this information should be added to the resume instead of the deal sheet. This is one of the main reasons why the deal sheet is essential. They list information more in-depth compared to a standard, traditional resume. For junior associates, deal sheets should include the details of the work performed and specific details about the project. This helps to provide more information specifically for junior associates. It is also important to note that deal sheets should never include any confidential information about a deal. Confidential information is not listed on a deal sheet. This is important to note, as it preserves each deal’s privacy and exclusivity concerning other partners/ investors.
Deal sheet example:
Please see the empty deal sheet example below:
Download the Deal sheet example in pdf
Deal sheets should include all the unique details that made the deal proprietary. For example, the deal is complex, this should be outlined in the deal sheet. The deal sheet can include challenges faced throughout the process and how the team overcame obstacles. This is one of the main factors to include when creating a proper deal sheet. The deal sheet should be appropriately categorized according to the specific types of deals. The deal sheet will be organized and cohesive by categorizing it according to deal types. Deal sheets should always use bullet points for the organization. The deal sheet should always contain specific dates for every deal. It is also essential to list the deal sheet’s information chronologically. If there is more than one deal for the same client, the details should be condensed into one item on the sheet. When creating a deal sheet, the last tip is to update the sheet consistently. This helps to ensure all the information is relevant and current.
The simple deal sheet below:
The deal sheet should have the following:
- Transaction Overview: The deal type, value, form of consideration
- Announcement Date and Close Date:
- Company Overview: A few sentences on the company’s operations, major revenue streams,
- Transaction reason description
- Key Contributions: 2-3 points for each deal
Deal sheets provide information regarding a deal’s suitability for a specific individual based on their experience. Previous experience helps individuals to shape and mold their skills to fit new projects and endeavors. This is why deal sheets are essential to any successful business deal. Deal sheets are not the same as resumes, although they revolve around a similar concept. Both deal sheets and resumes contain information regarding past endeavors and a brief description. However, deal sheets pertain specifically to investment and the performance/outcome of these investments. Both deal sheets and resumes provide specific dates of initiation and completion.
Business owners often request deal sheets from potential investment firms they plan to work with. The main reason is for the owner to view the firm’s past deals and performance. There are some primary tips for successfully creating a deal sheet. A deal sheet should always be compiled early on. By comping a deal sheet early on, you can include all the data about specific deals. Creating a deal sheet only when switching jobs is not a good idea. Having a deal sheet before leaving a job shows responsibility and initiative. It is also difficult to recall all the details of a previous deal that occurred many months ago. The next tip is to describe your roles during the deal specifically. For example, providing detailed outlines of your duties in the deal is essential from start to finish.
If you have minimal experience, a deal sheet is not necessary. For example, if you have minimal experience with investment deals and other business transactions, include your relevant experience in bullet points on your resume. Creating bullet points on your resume instead of a deal sheet may be more effective for the limited experience. It is also important to note any legal matters during the deal. This will help future business partners understand how you could work under pressure and solve issues as they come up.
This is a strong marker of a successful individual that takes responsibility and initiative. You can also include deals not entirely closed on your deal sheet. Therefore, it is possible to include a past deal that was not completed. If the experience from the deal helped contribute to your skill set today, you might include it. The last tip is to organize information in headings and categories. You can successfully organize the information into one cohesive list by providing headings and categories.
He is an expert in financial niche, long-term trading, and weekly technical levels.
The primary field of Igor's research is the application of machine learning in algorithmic trading.
Education: Computer Engineering and Ph.D. in machine learning.
Igor regularly publishes trading-related videos on the Fxigor Youtube channel.
To contact Igor write on:
igor@forex.in.rs
