What is a Deal Sheet?

What is the deal sheet?
A deal sheet is generated from a vendor 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 recorded on the deal sheet serve as proof that the individual is competent for future deals.

In football, we have an upcoming special deal sheet example. The deal sheet in sport allows a club to confirm that a deal has been reached and allow additional time to submit the remaining documentation.

Deal sheet in real estate represents a non-binding summary of all the terms of a real estate transaction, such as the price, contingencies, and the amount of financing.

Deal Sheet 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 most important details include valuation per share as well as 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 right information to ask questions. Overall, deal sheets are an important part of a successful deal. They have the ability to 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 important. 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 very 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 Deal sheet example in pdf

Deal sheets should include all of the unique details that made the deal proprietary. For example, if the deal was complex, this should be outlined in the deal sheet. The deal sheet can include some of the 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 properly categorized according to the specific types of deals. By categorizing according to deal types, the deal sheet will be organized and cohesive. Deal sheets should always use bullet points for the organization. The deal sheet should always contain specific dates of every deal. It is also important to list the deal sheet’s information in chronological order. If there is more than one deal for the same client, the details should be condensed into one item on the sheet. The last tip, when creating a deal sheet, is to update the sheet consistently. This helps to ensure all of the information is relevant and up to date.

The simple deal sheet below:

The deal sheet should have:

  • 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 previous experience. Previous experience helps individuals to shape and mold their skills to fit new projects and endeavors. This is why deal sheets are an important part of 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 of them. 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 for this is for the owner to view the firm’s past deals and performance. There are some main 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 of the data about specific deals. It is not a good idea to create a deal sheet only when switching jobs. 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 when it occurred many months ago. The next tip is to describe the roles you held during the deal specifically. For example, it is important to provide detailed outlines of your duties in the deal 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 that occurred during the deal. This will help future business partners understand how you could work under pressure and solve issues as they came up.

This is a strong marker of a successful individual that takes responsibility and initiative. You can also include deals that did not fully close 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. By providing heading and categories, you can successfully organize the information into one cohesive list.



Igor has been a trader since 2007. Currently, Igor works for several prop trading companies. 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

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