How to share deal materials with a client
Deal memo, valuation history and SPV documents in a form you can send a client — and the one rule about where they must not go.
The short answer
Every deal card in Axevil Pro produces a client-ready pack: the deal memo, the valuation history with its sources, and the SPV documents. You send it to a named client. What you may not do is publish it. These are private offerings, and the materials are addressed to identified, qualified recipients — not to a channel, a mailing list or a social feed.
What is in the pack
The deal memo: the company, the reasoning for the position, and what would have to be true for it not to work. Valuation history, each figure with its source and date. The SPV documents: entry terms, cost structure, the life of the vehicle and the distribution waterfall. The risk disclosure and the statement of Axevil’s regulatory status, which are part of the materials and cannot be stripped out of them. Materials can carry your own branding where white-labelling is enabled. The disclosures are not part of what gets re-branded.
Named recipients only
Do not distribute deal terms publicly Posting the terms of a specific deal — price, valuation, allocation size, timing — to a public channel, a newsletter or a social network is a breach of the private-placement rules the offering relies on, and it is the adviser making the post who carries it. Send it to the client. Send to a named, accredited client you have onboarded — not to a prospect list. Do not restate the terms in your own words in a way that changes them. If a client asks a question the memo does not answer, ask us rather than interpreting.