Overview

Handle The Financial Side Of Your Next Deal Closing: Setup a simple workflow process for handling the financial side of closing your next deal, so you can confidently  move on to the next stage of your  journey 🤑

‍Key benefits

✅ Initiate Capital Call Process

Not all companies have a capital call process - some simply go to their investors and ask for money outright. But issuing a formal request is typically seen as a more professional way to go about it.

✅ Obtain Transfer Signatories

Having the financial signatories in place means that each party has approved the terms of the deal and is willing to proceed with the sale or purchase.

✅ Issue Payment Check

The issuing of payment is an important step in the closing of a deal. This ensures that the funds are available to complete the transaction. Include a check for issuing payments at the end of your financial deal closing process.

The Financial Side of Deal Closing

✅ Initiate the capital call process. The capital call process is the formal way for a company to request money from its investors. This can happen in a number of different ways, but the most common is for the company to issue a formal request to its investors asking them to contribute money to the company (capital call notice).

✅ Obtaining the financial signatories from all parties. This also signals to the banks and other institutions involved in the transaction that they can move forward with financing.

✅ Issuing Payment. In order to close a deal, both parties need to agree on how and when payment will be made.

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