A private deal can arrive in almost any form: a phone call, an email, a term sheet or an executive summary. There is no single intake format.
Most of the time, Tom makes the first pass. Very often the next step is to take it to other people, because they have the right industry knowledge or they know someone who does. The initial review is only the start of the process.
Key points
- Deals arrive as calls, emails, term sheets, executive summaries and just about every variation in between.
- Someone has to make a first pass; at Ticker Tape, that’s usually Tom.
- Many deals then go to people with relevant industry experience before any decision is made.
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