Series 79: 9.5.7.1. The Deal File

Taken from our Series 79 Online Guide

9.5.7.1. The Deal File

Often, investment banks organize their records into deal files. A deal file is an archive of relevant information and documentation for a specific offering. There are many good reasons to keep a deal file. Having all documentation about a specific offering in one place prevents the problem of relevant information being scattered throughout an organization’s

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