Structured Deal Intake for Every Transaction Type
Deal Intake captures the fields that matter — company profile, industry, revenue, EBITDA, transaction type, capital need, and document status — so every transaction starts from a consistent, organized baseline.
Software platform only. Not a registered broker-dealer. No securities, legal, tax, accounting, or investment advice.
Every Deal Intake Field — Captured at the Start
Deal Intake collects the structured inputs that downstream modules — data room indexing, diligence tracking, and memo building — depend on. No blank forms; every field is purpose-built for transaction workflows.
Company Name & Entity Type
Legal name, state of formation, and entity structure.
Industry & Sub-Sector
NAICS or custom classification, key customer verticals.
Trailing Twelve-Month Revenue
Most recent audited or unaudited revenue figure with period noted.
EBITDA & Adjusted EBITDA
Reported and adjusted EBITDA with addback summary.
Transaction Type
M&A sale, minority recapitalization, debt raise, equity raise, acquisition financing, or management buyout.
Capital Need / Deal Size
Target raise or transaction value range.
Buyer / Seller Role
Company’s position: sell-side, buy-side, borrower, issuer, or target.
Document Status
Which materials exist: CIM draft, teaser, model, data room, management presentation, lender package.
Timeline & Target Close
Estimated process start, management presentation date, and target closing.
Internal Notes
Deal-team narrative, complexity flags, key contacts, and open questions.
Intake Data Flows Into Every Downstream Module
Deal Intake is not a standalone form — it populates the transaction record referenced by the data room index, diligence tracker, IC memo builder, and deal-status reporting modules. Complete intake once; every downstream module inherits the structured context.
- Company profile auto-populates IC memo company-overview section
- Transaction type routes to appropriate diligence category templates
- Document status flags trigger data room completeness checks
- Timeline milestones seed the deal-status reporting module
- Capital need context informs lender or investor materials workflows
- 1Intake
- 2Prep
- 3Materials
- 4Diligence
- 5Close
From First Call to Organized Transaction Record
- 1
Capture Company Profile
Enter legal name, industry, entity type, and key contacts.
- 2
Enter Financials
Input revenue, EBITDA, and adjusted EBITDA with period and addback notes.
- 3
Select Transaction Type
Select from M&A, debt, equity, recapitalization, or acquisition financing.
- 4
Define Capital Need
Record target raise or transaction-value range and buyer/seller role.
- 5
Log Document Status
Mark which materials exist — CIM, model, data room, teaser, lender package.
- 6
Set Timeline
Set process-start, management-presentation, and target-closing dates.
- 7
Confirm & Route
Review intake completeness and route to the appropriate downstream modules.
Intake Quality Determines Downstream Document Quality
The quality of materials produced during a transaction — whether a CIM, lender package, IC memo, or investor presentation — depends heavily on how well the foundational inputs are captured. Deal Intake on Transaction Desk enforces the structure that downstream modules need: specific financial figures with periods noted, a defined transaction type, a clear buyer/seller role, and an accurate inventory of existing documents.
In many deal-team environments, intake information lives in scattered email threads, call notes, and incomplete spreadsheets. This creates downstream rework: memo builders lack accurate EBITDA figures, data room indexers don’t know what documents exist, and diligence trackers lack a transaction-type context for selecting the right request categories. Transaction Desk’s structured intake eliminates that rework by capturing everything once in a format every module can use.
Deal Intake also supports teams preparing materials for lender or investor review. By capturing document status at intake — noting which materials are draft, complete, or missing — the platform can immediately surface a preparation checklist aligned to the transaction type. A debt raise has different document expectations than a sell-side M&A process; intake classification ensures the right preparation workflow is applied from the start.
InvestmentBank.com is document-preparation and workflow software. Deal Intake does not constitute the engagement of an investment banker, broker-dealer, or adviser. Teams using Transaction Desk should work with qualified financial, legal, and accounting professionals throughout the transaction process.
- 10+
- Structured intake fields per transaction
- 6
- Transaction types supported at intake
- 100%
- Intake data inherited by downstream modules
Deal Intake — Common Questions
What transaction types does Deal Intake support?
Deal Intake supports M&A sell-side, buy-side acquisition, debt capital raise, equity capital raise, acquisition financing, minority recapitalization, and management buyout. Each type routes to the appropriate downstream diligence categories and document checklists.
Can I update intake fields after the initial submission?
Yes. Transaction records in Transaction Desk are editable throughout the process. Financial figures, document status, and timeline milestones can be updated as new information becomes available, and downstream modules reflect the updated context.
Does Deal Intake connect to the lender or investor materials workflow?
Yes. The capital need, transaction type, and document-status fields from Deal Intake inform the lender package preparation and investor materials workflows. A completed intake record reduces duplication when preparing those materials.
Is Deal Intake an engagement of investment banking services?
No. Submitting a deal intake record is not an engagement of a broker-dealer, investment banker, or adviser. InvestmentBank.com is workflow and document-preparation software. All transaction advisory relationships should be established with qualified licensed professionals separately.
Begin Your Transaction with a Structured Intake
Use Deal Intake to capture the company profile, financials, and document status that every downstream Transaction Desk module depends on.
InvestmentBank.com is document-preparation software, not a registered broker-dealer or investment adviser.