Twelve tools. Three jobs. One system.

The Deal Template Library

The 16-Point Process and the Execution Framework describe the method. This is the actual toolkit behind it — twelve documents, spreadsheets, and one visual, all built using a single illustrative example so the methodology is fully visible without any real client's confidential information attached to it.

This library is the Acquirers-stage set — the most built out, because M&A is where this practice has gone deepest. Every other stage draws on the same approach: real templates built from real engagements, not assembled ahead of the work.

Each is three sentences, each is tailored to what that specific page is about to show (checklist count for Process, step count for Framework, build-maturity for Templates) rather than a generic copy-paste of the same paragraph three times.

DEAL MATERIALS LIBRARY

Index & Guide 

The Third Companion Piece

This is the third piece alongside the 16-Point Verified Sourcing Process and the RCG Deal Execution Framework. Those two documents make the case and describe the method — this one is the actual toolkit behind it: twelve documents, spreadsheets, and one visual, covering everything from acquirer strategy to a working valuation model to a full CIM drafting guide. Every one of them was built using a single illustrative example — a fictional taxonomy-content business referred to throughout as "Semantic AI Company" — so the methodology is fully visible without any real client's confidential information attached to it.

How This Library Gets Used

The 16-Point Process and the Execution Framework are the two documents built to go to nearly everyone — they make the full case and stand on their own. The one clear exception: a boutique bank that just wants its own pipeline fixed doesn't need the full methodology pitch, only the result. Beyond those two, which pieces of this library get shown — and to whom — is a judgment call made fresh for each audience, not a fixed package. A real M&A client partway through an engagement might see the CIM guide or teaser template directly. A boutique bank evaluating whether to adopt this approach is being sold on the system existing at all, not necessarily handed every underlying template on first contact.

How It's Organized

Not a brochure.

What we actually use.

Methodology and structure documents get read once and reused as a drafting reference every time — they don't change per engagement. Calculation tools get opened and worked in directly for each real client, with the underlying formulas doing the work once real numbers replace the illustrative ones. Market intelligence and target lists are reference data, most valuable close to when they were built.

Methodology & Structure

Read once, reused as a drafting reference every time.

1.  Strategic Plan Outline   (Word)

A full acquirer-by-acquirer strategic plan showing how to run parallel buyer conversations. Built around two real acquirer plans (Atlan and Glean) run simultaneously, each with its own core thesis, entry strategy (who to target, how to reach them, first-message framing), a four-to-five-conversation pitch architecture that builds from problem to deal, required materials, deal structure considerations, risk factors, and a month-by-month timeline — plus an explicit sequencing strategy for using a third party (Collibra) to create competitive tension between the other two.

2.  Sniper vs. Formal Process   (Word)

A one-page argument for when a targeted, five-buyer approach beats a broad, fifty-buyer formal auction — the case for going deep on the few buyers who'll actually understand the asset instead of wide on a market that mostly won't.

3.  Teaser Structure & Example   (Word)

Two pages: a complete, professionally laid-out one-page teaser example under a codename ("Project Meridian") showing exactly what a real teaser should look like — confidential banner, business overview, investment highlights, a two-column financial/market snapshot, growth drivers, strategic value proposition — followed by a structure guide explaining why each section exists and the specific confidentiality mistakes each one is designed to prevent.

4.  CIM Structure & Drafting Guide   (Word)

A ten-section drafting guide for a full Confidential Information Memorandum. Every section is tagged Human, AI-Assisted, or Both, with a target length and a "what makes it work" standard — not just a content checklist. Closes with a fully worked example of the hardest section to get right, Executive Summary & Key Investment Highlights.

5.  Target Companies (Vertical AI in this example)   (Word)

Fifteen real, named AI companies across Healthcare AI, Legal AI, and Financial AI — each with valuation, funding history, CEO, investor list, and a specific outreach strategy. A working model for how to build a genuine "who would want this and why" target list for a content or IP-style asset, not just a company database.

Calculation Tools

Opened and worked in directly for each client — the value is in the formulas, not the illustrative numbers currently sitting in them.

6.  Revenue Performance Model   (Excel)

A fully formula-driven, two-tab model (Assumptions, Performance) projecting three-year gross revenue from a lead-generation funnel — Lead → Live Conversation → NDA → Engagement → Closing — with adjustable conversion rates, timing lags, and fee assumptions under Conservative and Optimistic scenarios. Change one assumption; the full three-year projection recalculates.

7.  Valuation Model   (Excel)

A four-tab tool (Assumptions, Valuation Summary, Negotiation Tracker, Methodology Notes). Six valuation methodologies — public company comparables (median and mean), PE arbitrage (platform and bolt-on), and DCF (terminal growth and terminal exit) — applied across three years and three scenarios each, fully formula-driven from a single EBITDA figure and a set of multiple ranges. Includes a buyer-negotiation tracking table (offer, meet-in-the-middle, counter) and plain-language notes explaining what each methodology actually measures and why showing all six beats presenting one number.

Market Intelligence & Target Lists

Reference data — most valuable close to when it was built, worth refreshing on a real cadence rather than treated as permanently current.

8.  Industry Analysis Example — Concierge Telehealth Networks   (Excel)

Science Is Health research: executive summary, company profiles, use-case matrix, and a full TAM/SAM/SOM model for the concierge telehealth distribution segment. Not tied to the Semantic AI Company example — general market research usable on its own.

9.  Industry Analysis Example — Health AI   (Excel)

Same structure as above, covering the AI-driven predictive models segment of the preventive health economy.

10.  Comps & Investor Workbook   (Excel)

The deepest acquirer-side research in the library. A Deal & Target Summary and Deal Comps tab (real precedent transactions, including AlphaSense's $930M acquisition of Tegus), an Outreach Sequence tab sequencing board- and investor-level contact by week, Investor Intelligence and Board & Partner Intelligence tabs mapping real named investors and board members to specific warm-path introductions, plus seventeen individual company funding-history tabs (Glean, Atlan, Collibra, Harvey AI, AlphaSense, and others).

11.  Acquirer Target Profiles   (Excel)

Sixteen individual target-company tabs, each with named executives, an approach strategy specific to that contact, and outreach status tracking — plus a summary tab ranking priority across all sixteen at a glance.

12.  Knowledge Graph   (Image)

A network visualization mapping the illustrative target company to its potential acquirers, each acquirer's investors, and the competitive and licensing relationships between them. Built in Graph Commons — useful as an opening visual in any presentation to a technical audience.