Samples
Sample documents
These are generated from a fictional demonstration company. Every figure is synthetic. Legal documents are drafts for attorney review, and the valuation memo is an educational estimate, not an appraisal.
Fictional company - Hartland Precision Components LLC. No real company, customer or person is described. Nothing here is advice, an offer or a real transaction.
The deal documents
11documents from one sale process. They show what the platform produces from an owner’s financials and answers.
- FictionalDRAFT
Teaser
A one-to-two page anonymous summary that goes to a buyer before any NDA is signed.
Who it is for: Owners deciding what a first buyer contact looks like.
A draft built from fictional, synthetic data.
PDF · 169 KBDownload - FictionalDRAFT
Confidential Information Presentation
The full company profile a buyer receives after signing an NDA: business, customers, financials and outlook.
Who it is for: Owners, and the advisors who review what a buyer will read.
A draft built from fictional, synthetic data. Released to buyers only after your approval and a signed NDA.
PDF · 562 KBDownload - FictionalDRAFTFor attorney review
Mutual NDA
A two-way confidentiality agreement, for buyers who will also share information about themselves.
Who it is for: Owners and their attorney.
Draft for attorney review. Not legal advice, and not for signature.
PDF · 62 KBDownload - FictionalDRAFTFor attorney review
One-way NDA
The standard confidentiality agreement a buyer signs before seeing the CIP.
Who it is for: Owners and their attorney.
Draft for attorney review. Not legal advice, and not for signature.
PDF · 62 KBDownload - FictionalDRAFT
Financial due diligence memo
Reported earnings restated to what a buyer will underwrite, with each adjustment explained.
Who it is for: Owners who want to see how add-backs are argued.
A draft built from fictional, synthetic data. Financial due diligence preparation, not an audit, review or attest report.
PDF · 734 KBDownload - FictionalDRAFT
FDD databook
The workbook behind the financial due diligence memo: the monthly earnings and each adjustment, with live formulas.
Who it is for: Owners and accountants who want to follow the arithmetic.
A draft built from fictional, synthetic data.
XLSX · 160 KBDownload - FictionalDRAFT
Projection model
A monthly income statement, balance sheet and cash flow, driven by assumptions you can change.
Who it is for: Owners and buyers' analysts.
A draft built from fictional, synthetic data. Projections are estimates, not forecasts.
XLSX · 241 KBDownload - FictionalDRAFTEducational estimate
Valuation memo
A value range built from comparable transactions and a discounted cash flow, with the method shown.
Who it is for: Owners setting price expectations.
An educational estimate, not an appraisal, a fairness opinion or an offer.
PDF · 324 KBDownload - FictionalDRAFTFor attorney review
Process letter
The letter that tells each buyer the timetable, what to submit in round one and how to ask questions.
Who it is for: Owners and their attorney.
Draft for attorney review. Not legal advice, and not for signature.
PDF · 73 KBDownload - FictionalDRAFT
Management presentation
A slide outline for the meeting where the owner presents the company to a serious buyer.
Who it is for: Owners preparing for buyer meetings.
A draft built from fictional, synthetic data.
PPTX · 205 KBDownload - FictionalDRAFT
Listing one-pager
The single page that summarizes the company for buyers on the Bankerly platform.
Who it is for: Owners deciding how the company is described to buyers.
A draft built from fictional, synthetic data.
PDF · 115 KBDownload
Try the upload with the sample P&L
The first thing the platform asks for is a monthly profit and loss statement. If you would like to see what happens before using your own, download the sample P&L, create an account, and upload it on the Documents page. The balance sheet file is optional. Both are synthetic.
- Download hartland-pl-monthly.csv below.
- Create an account and open Documents.
- Upload the file and see what the platform reads from it.
- Fictional
Sample monthly P&L (CSV)
39 months of profit and loss by account, in the layout the upload reads. Use it to try the upload before using your own.
Who it is for: Anyone who wants to test the upload.
Synthetic data for a fictional company.
CSV · 55 KBDownload - Fictional
Sample monthly balance sheet (CSV)
Month-end balance sheet lines for the same 39 months: cash, receivables, inventory, payables, equipment and debt.
Who it is for: Anyone who wants to test the upload.
Synthetic data for a fictional company.
CSV · 11 KBDownload