III / 13
Pre-LOI | 1
Post-LOI—Vote/Sign | 5
Vote/Sign—Fund/Close | 9
Post-Close | 11
Transaction Playbook
Process
General Guidelines
• Do not re-purpose materials you have used for past deals—always take
templates from this playbook, as they will be continuously updated for
compliance, legal and best practices.
• When in doubt, contact Conduit/JLD for guidance on transaction steps.
• Do not share confidential information, send legal documents or propose
deal terms/structure without JLD input.