Flow of Funds Template

Create clear, organized instructions for all payments that will be made at closing. Verify payment and account details and help ensure your closing runs smoothly. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Fully customizable template
  Built for M&A, venture capital, and private equity transactions. Easily map how every dollar moves between accounts, investors, and fees with total transparency.
• Automated calculations
  Save hours by letting formulas handle payouts, waterfalls, and fee distributions automatically—reducing manual errors and ensuring accuracy.
• Dynamic collaboration
  Share updates in real time with your finance, legal, and operations teams. Comment directly within the template to clarify assumptions or request updates.
• Secure audit trail
  Every entry, edit, and approval is logged—so your team and stakeholders always know who made what change, and when.

For more deal execution tools, explore our Pipeline Template to manage target tracking, or the Manufacturing Due Diligence Checklist for comprehensive industry-specific diligence.