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Example documents — investment review

Three documents from a fictional data room. Read together, they show a forecast resting on revenue that is not contracted for the whole period.

Illustrative example using fictional documents. No company, person or transaction here exists. They are published so you can read the material the example was written from.

Management forecast

D-FCST

F1

The forecast assumes the largest customer renews at the current contract value for the whole of the forecast period.

Plain text version

Customer contract

D-CTR

C1

The term of this agreement ends before the end of the period covered by the forecast. Renewal is at the customer's option and requires written notice.

Plain text version

Index of supplied documents

D-IDX

N1

This set contains the management forecast, the customer contract and this index. No renewal confirmation or notice of renewal is included.

Plain text version