Our investees seek information, want answers and they often want them fast. The Vault allows our clients access to case studies, proven models and tools to lean on when faced with a challenge in their business. Naturally, they also have access to our experience to assist their decision making.

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​Strategy

• Core business definition tools
• Growth option analysis 
• Initiative rankings system 
• 100 day plan tools 
• Acquisition targets ranking system 
• Competitor analysis frameworks
• Exit planning tools

​Transactional

• Confidentiality agreements
• Due diligence briefing/checklist
• Offer letter/term sheet templates
• Financial modelling and returns analysis
• Shareholder agreement templates

​Board

• Proforma board pack templates
• Board Initiative tracking templates 

Financing

• Term sheet standards
• Bank presentation documents
• Bank report templates
• Covenant analysis

​Employment

• Register of CEOs, CFOs, Non Executive Directors
• Equity Incentive examples and documentation
• Bonus structure examples and documentation

If you have questions, contact us to know more on (08) 9365 0200