The Deal Voice

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**For investment bankers, advisors, PE, VC, lenders, legal and diligence professionals.*

You're at coffee with a peer who works on deals. They ask about a deal that stayed with you. Not the press release version. What do you say?

You can type, or if your device has speach to text feature, you can use it like you’re speaking to a peer.

A few sentences are enough. More if it’s there.

The story is mostly something...

lived through directly
something I watched happen up close
something I heard from others

*Your experience was influenced by...

Drag and drop, or select from the dropdown menu, to rank from highest to lowest influence.

the people and relationships involved
the plan or structure
uncertainty

The next few questions ask you to position your experience between two statements. Drag the marker to wherever it sits for you. The middle is a real position, not a shortcut.

Your experience was influenced by...

*Energy

I was running on empty

Both equally

I was running on adrenaline

Not applicable

*Plan

We defended the plan past the point it was working

Both equally

We let go of the plan and lost the shape of the thing

Not applicable

*Stance

I pressed the deal forward

Both equally

I guarded against it

Not applicable

On which side of the deal was this?

Buy side
Sell side
Both

At what stage of the deal flow did this occur?

Pre-LOI
Diligence and Negotiation
Close to 90 days
4–12 months
Year 1+

The Unsaid

Is there anything you wanted to say but could not? Anything the story above does not capture? This space is yours.

Delete all answers and exit