Pre-screening executive summary track record template

Use this as a template for the track record section of your executive summary.

About this document and download

Use this Excel spreadsheet as a template when submitting your track record information as part of your executive summary during the pre-screening process. Program Development will not provide feedback for funds that fail to provide complete information or which submit track record information in an alternate format.

Applicants should only include investments their team members:

  • Voted on as members of an Investment/Credit Committee or
  • Led through due diligence, structuring, Investment Committee presentation and a meaningful period of post-close monitoring.
Download .xls
File size: 39KB
Related Programs: Related programs: SBIC
Last updated September 14, 2017