How can I view deal sheets?
Deal sheets are legal documents that contain all of the economic terms related to the SPV’s investment into the investee company.
It’s important to note that deal sheets are unique to each user and therefore, deal terms such as carry and syndicate lead fees may differ from one sheet to another.
Deal admins can access the ‘Default deal sheet’ in the ‘Terms’ tab of their deal admin view, or within the ‘Files’ section of a deal.
Investors can access the regular ‘Deal sheet’ within the ‘Files’ section of a deal.
Important differences between the default deal sheet and a regular one:
- Syndicate lead fee
- None for the default deal sheet
- Investor-specific for the regular deal sheet (set by the syndicate lead)
- Carry and recipients
- The default deal sheet derives carry information from the default deal invite, which is set during the deal creation.
- Investor-specific for the regular deal sheet (set by the syndicate lead)