CIMs, CBRs, & Decks
in 72 hours or Less
Helping business brokers, M&A firms, and investment banking teams
facilitate $100+ Million in transactions and increase deal volume.
- White-labeled CIM/CBR packages
- Fundraising, Growth, and Pitch decks
- + more
Services
Time is money. We save you both.
We bring speed and quality to your team. Our on-demand services help you grow
and scale, saving you valuable time in developing your own materials.
For Main Street Brokers
A Confidential Information Memorandum (CIM) is crucial for a quick and easy sale. It’s also a representation of your services. We specialize in crafting white-labeled CIMs, teasers, and financials with your branding, so you can focus on what matters most: deal volume. We also help you interview the seller, serving as an extension of your team.
For Middle Market M&A
Attracting strategic buyers requires a well-developed sell-side package. Showcase your polished M&A advisory with our Middle Market Confidential Information Memorandum (CIM) package, targeted towards a more sophisticated audience of institutional investors (including personalization for each buyer).
For Fundraising
Whether you’re raising for an LBO from debt/equity partners or seeking angel/venture capital for your high growth startup, we’ll develop your deck for the right audience, so you can secure funding. Each package includes a full-sized funding deck for serious investors and an abridged version for initial pitch meetings.
Reviews
See why our clients choose us
We are the preferred choice for business brokers, acquirers, and owners that understand the importance of quality.
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The ROI on Standard Operating Procedures (SOPs) - and How to Start Today
Operating a business is not easy, especially if processes are disorganized. The key to operational success is…
What is a CIM or Confidential Information Memorandum?
In this article, we highlight what is a CIM, why it is necessary, and provide an outline on what to include when developing a CIM.
Questions to Answer in a Confidential Information Memorandum or CIM
We explore the key elements and benefits of a well-crafted CIM, showcasing how it can enhance a company’s value.
How It Works
Just 3 easy steps
We set you up with a Data Room and dedicated account team to ensure all data and
communications are fast, secure, and easy.
1
Information gathering
We get on a call with you, your client, or your team to dive deep into your needs. We’ll even
interview your client on your behalf (if you so choose) at no extra charge.
2
Begin development
We’ll develop your deliverable in 72 hours or less, using the information we’ve gathered and you’ve provided. Onboarding with us is quick and really easy.
3
Review and edits
Once the deliverables are ready, we’ll send them to you for review. We’ll make edits until you’re 100% satisfied. And if you need updates later on, we won’t charge you for that either.
FAQ
Frequently Asked Questions
We understand you might have questions. Here are some of the most common and important.
Why should I invest in a high-quality CIM?
A high-quality Confidential Information Memorandum (CIM) is crucial for a quick and easy sale. It’s also a representation of your quality and service. We specialize in crafting white-labeled CIMs, teasers, and financials with your branding, so you can focus on what matters most.
Will you interview my Seller for me?
Yes, we can either interview the Seller for you, or provide you with a questionnaire for you to do so yourself.
What’s included in the CIM package?
✅ White-labeled CIM
✅ Set of white-labeled financials*
✅ White-labeled teaser
✅ Unlimited calls/meetings
✅ Unlimited updates and revisions
✅ Delivery in 72 hours or less
✅ Use anytime, packs don’t expire
What do I need to provide to get started?
Once payment is submitted, we’ll set you up with a Data Room and a dedicated account team. Afterwards, you’ll be asked to upload any materials that you want us to use in your CIM.
When will I get my first draft for review?
You will receive your first CIM draft in 72 hours or less after our initial information gathering session with you and/or the Seller. The more detailed the information provided, the higher the quality of the CIM that can be developed.
Why should I invest in a high-quality deck for fundraising?
A high-quality deck is crucial for gaining interest, confidence, and capital from investors. Whether you’re pitching to lenders, bankers, private equity, venture capital, or angel investors, crafting the right message and including specific information for the right audience will determine whether you raise millions or nothing.
How can you understand my business to develop a deck?
We have a wealth of experience in both consulting and operating businesses. We dig deep into understanding your business and working with you to gather the materials necessary to develop an effective deck for the right audience.
What do I need to provide to get started?
Once payment is submitted, we’ll set you up with a Data Room and a dedicated account team. Afterwards, you’ll be asked to upload any materials that you want us to use in your Deck.
When will I get my first draft for review?
You will receive your first Deck draft in 72 hours or less after our initial information gathering session with you and/or your team. The more detailed the information provided, the higher the quality of the Deck that can be developed.
What’s included in the fundraising deck package?
✅ White-labeled Fundraising Deck
✅ Unlimited calls/meetings
✅ Unlimited updates and revisions
✅ Delivery in 72 hours or less
✅ Use anytime, packs don’t expire
