Word template · Candidate profiles
Deal sheet CV template
A deal sheet CV puts a candidate's selected transactions in a table, the way investment banking, private equity, corporate finance and corporate law candidates are compared. This Word template opens with the name and headline, a ruled row with the current role, sector focus and qualifications, and the profile; then the selected transactions (date, the transaction with a line on what it was, the deal type, the value as stated and the candidate's role), with the table header repeated on every page; then the career with achievements; and education, technical skills and languages side by side. Formatix writes it from the CV and any deal list you add, keeps a confidential deal under the CV's own code name or description, and never estimates, converts or totals a value.
In deal-driven hiring the transaction list is the CV. Candidates write it in a dozen formats, and the client wants to compare like with like. This layout gives every candidate the same deal table, and keeps confidentiality exactly as the candidate set it.
10 free credits, no card needed. One credit fills one document.
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What's in the template
A CV with a deal sheet for investment banking, private equity, corporate finance and corporate law: current role, sector focus and qualifications in a ruled row, the profile, selected transactions in a table (date, transaction, type, value as stated, role) with the header repeated on every page, the career with achievements, then education, technical skills and languages. Confidential deals keep the CV's own code names.
- Name and headline
- Current role, sector focus and qualifications
- Profile
- Selected transactions: date, deal, type, value as stated, role
- Career history with achievements
- Education, technical skills and languages
What it's for: Finance and deal lawyers compared transaction by transaction.
WordDelivered as an editable Word file, or saved as PDF.
Who uses it
Financial services recruiters
Investment banking, private equity, corporate finance and transaction services candidates.
Legal recruiters
Corporate and M&A lawyers presented with their deal sheet.
Executive search firms
CFO and corporate development candidates with transaction experience.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop a CV or your notes
Upload the candidate's CV, in any layout or language. For reports that carry your ratings or notes, add them alongside the CV. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- What happens to confidential deals?
- They keep exactly the CV's own wording, such as a code name or "sale of a UK software business". Formatix never names or guesses the parties or adds a detail that could identify them. When the CV says some deals are confidential, a short note under the table says so.
- Are deal values included?
- Only as the CV states them, with its own currency and wording. A value is never estimated, converted, rounded or totalled, and the cell stays empty when the CV gives none.
- How many transactions does it show?
- Up to ten, the most recent or most significant the documents list, each with the candidate's role as the CV states it. A role is never upgraded.
- Can I add a separate deal list?
- Yes. Upload it with the CV and Formatix takes the transactions from both.
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Use the deal sheet cv in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card, valid for 14 days.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.