Merchant Banker Templates

Merchant Banker Templates

There is a huge number of templates that someone in the Merchant Banker role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Merchant Banker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Financial Statement Template
2. Investment Proposal Template
3. Pitch Deck Template
4. Due Diligence Checklist Template
5. Valuation Model Template
6. Term Sheet Template
7. Investor Presentation Template
8. Merger and Acquisition Agreement Template
9. Financial Analysis Template
10. Risk Assessment Template

Reports

Reports are often prepared by a Merchant Banker to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Profit and Loss Statement
2. Balance Sheet
3. Cash Flow Statement
4. Income Statement
5. Financial Performance Report
6. Investment Portfolio Report
7. Risk Assessment Report
8. Market Analysis Report
9. Client Portfolio Report
10. Regulatory Compliance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Merchant Banker does and how they do it.

1. Client Onboarding SOP
2. Investment Analysis SOP
3. Due Diligence SOP
4. Financial Modeling SOP
5. Deal Structuring SOP
6. Risk Management SOP
7. Compliance and Regulatory SOP
8. Portfolio Management SOP
9. Capital Raising SOP
10. Reporting and Documentation SOP

Presentations

Merchant Banker presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Financial Performance Analysis
2. Investment Portfolio Review
3. Market Trends and Analysis
4. Mergers and Acquisitions Overview
5. Risk Assessment and Mitigation Strategies

Legal Docs

There are several key times when a Merchant Banker needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Loan Agreement
3. Share Purchase Agreement
4. Employment Contract
5. Confidentiality Agreement

Health & Safety Templates

Health & Safety templates for a Merchant Banker ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Attendance Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Merchant Banker calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Financial Calendar
2. Investment Calendar
3. Meeting and Event Calendar
4. Market Analysis Calendar
5. Reporting and Compliance Calendar

Invoice Templates

Several types of Merchant Banker invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Client Fee Invoice
2. Investment Advisory Services Invoice
3. Mergers and Acquisitions Invoice
4. Debt Financing Invoice
5. Equity Capital Markets Invoice

Survey Templates

For a Merchant Banker to get insights related to the work they do, they need to send out Merchant Banker surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Market Research Survey
3. Employee Engagement Survey
4. Financial Services Usage Survey
5. Investment Preferences Survey

Meeting Agendas

Having premade Merchant Banker meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Investment Review Meeting
2. Risk Assessment and Mitigation Meeting
3. Client Relationship Management Meeting
4. Financial Performance Analysis Meeting
5. Strategic Planning and Business Development Meeting

Budget Templates

To manage finances well, a Merchant Banker would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Budget Template
2. Cash Flow Budget Template
3. Sales and Revenue Budget Template
4. Capital Expenditure Budget Template
5. Departmental Budget Template

Dashboards

Dashboards are a useful way for a Merchant Banker to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Investment Portfolio Dashboard
3. Risk Management Dashboard
4. Client Relationship Dashboard
5. Market Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Merchant Banker needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Investment Proposal
2. Mergers and Acquisitions Proposal
3. Debt Financing Proposal
4. Equity Financing Proposal
5. Risk Management Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Merchant Banker templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.