Expert Services
Flexible Pricing
Pricing for every stage of your growth. Know exactly what you’re getting.
1 Pack
1 CIM
$
1450
+ Fees
/1 CIM
1 white-labeled CIM
1 financials styled/charted
You send us your financials in a spreadsheet and we develop them into the CIM including all relevant charts. Does NOT include modelling, valuation, or projections. Such services are offered as add-ons (See "CIM Add-ons" pricing tab)
1 white-labeled teaser
1 seller interview (optional)
We’ll interview the seller with you or provide the material to help you do it yourself
Market research and analysis
Fully customizable and branded
Unlimited calls/meetings
Unlimited revisions
Use anytime, packs don't expire
Each draft in 72 hours or less
Converting PDF financials
We will convert PDF financials to spreadsheet format for an additional $550 service charge.
Payment Processing Fees will be applied at checkout
3 Pack
3 CIMs
$
3915
+ Fees
/3 CIMs
3 white-labeled CIMs
3 financials styled/charted
You send us your financials in a spreadsheet and we develop them into the CIM including all relevant charts. Does NOT include modelling, valuation, or projections. Such services are offered as add-ons (See "CIM Add-ons" pricing tab)
3 white-labeled teasers
3 seller interviews (optional)
We’ll interview the seller with you or provide the material to help you do it yourself
Market research and analysis
Fully customizable and branded
Unlimited calls/meetings
Unlimited revisions
Use anytime, packs don't expire
Each draft in 72 hours or less
Converting PDF financials
We will convert PDF financials to spreadsheet format for an additional $550 service charge.
Payment Processing Fees will be applied at checkout
Save $375
5 Pack
5 CIMs
$
5800
+ Fees
/5 CIMs
5 white-labeled CIMs
5 financials styled/charted
You send us your financials in a spreadsheet and we develop them into the CIM including all relevant charts. Does NOT include modelling, valuation, or projections. Such services are offered as add-ons (See "CIM Add-ons" pricing tab)
5 white-labeled teasers
5 seller interviews (optional)
We’ll interview the seller with you or provide the material to help you do it yourself
Market research and analysis
Fully customizable and branded
Unlimited calls/meetings
Unlimited revisions
Use anytime, packs don't expire
Each draft in 72 hours or less
Converting PDF financials
We will convert PDF financials to spreadsheet format for an additional $550 service charge.
Payment Processing Fees will be applied at checkout
Save $1450 (1 FREE CIM)
1 Investor Deck
For Buyers Raising Capital
$
2500
+ Fees
/1 Investor Deck
1 white-labeled Investor Deck
1 financials styled/charted
You send us your financials in a spreadsheet and we develop them into the CIM including all relevant charts. Does NOT include modelling, valuation, or projections. Such services are offered as add-ons (See "CIM Add-ons" pricing tab)
We interview you
Fully customizable and branded
Unlimited calls/meetings
Unlimited revisions
Use anytime, packs don't expire
Each draft in 72 hours or less
Converting PDF financials
We will convert PDF financials to spreadsheet format for an additional $550 service charge.
Payment Processing Fees will be applied at checkout
Buyer/Investor Universe
For Targeted Outreach
$
2750
+ Fees
/ ~500 Buyers Avg.
Buyer company name
Buyer company website
Buyer ranking
Buyers ranked as Strong, Medium, Weak
Categorization level 1
Companies categorized as Strategic, Financial, Hybrid
Categorization level 2
Companies categorized as Family Office, Private Equity, Industry-specific Strategic (ex. Real Estate Brokerage, Chemicals Distributor, etc.)
Recommendation to include
Summarized and detailed rationale
Unlimited calls/meetings
Unlimited revisions
Use anytime, packs don't expire
$500 - Outreach language
Email templates personalizing outreach for each buyer
Each draft in 72 hours or less
Payment Processing Fees will be applied at checkout
Contact Universe
For Targeted Outreach
$
2250
+ Fees
/ 3 Contacts Per Buyer
3 relevant contact names
Emails for each contact
Titles for each contact
LinkedIn for each contact
Unlimited calls/meetings
Unlimited revisions
Use anytime, packs don't expire
Each draft in 72 hours or less
Payment Processing Fees will be applied at checkout
Financials Pack
1 Financial Model
$
2000
+ Fees
/1 Set
P&L spreadsheet development
P&L adjustments and notes
P&L projections and modeling
Fully customizable and branded
Unlimited calls/meetings
Unlimited revisions
Use anytime, packs don't expire
Each draft in 72 hours or less
Payment Processing Fees will be applied at checkout
