Company Overview

Company overview for your Confidential Information Memorandum to captivate potential investors and buyers.

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The company overview section is your golden opportunity…

to make a strong impression on prospective investors and buyers. Yet, most businesses miss out on it due to the lack of experience and resources to craft a compelling and persuasive company overview.

The common mistakes in the company overview section:

Cluttering it with unnecessary information or industry jargon.
Failing to highlight the company’s unique selling points.
Not showcasing your business’s growth potential and market positioning.

Waveup is your one-stop solution for crafting a compelling Company Overview section or a full CIM

that sparks investor interest and sets your business apart from mediocre players. 

Our approach:

  • Initial consultation to understand your business objectives and unique selling points.
  • In-depth research and analysis of your company’s strengths, opportunities, and market positioning.
  • Drafting a persuasive company overview that aligns with your brand and investment goals.
  • Review and feedback sessions to ensure top quality results.
  • Finalization and delivery of a polished, investor-ready company overview.

Why Waveup?

Unparalleled experience

We’ve sat on both sides of the buy and sell table and can boast extensive M&A experience.

Wide expertise

Our unmatched expertise spans corporate finance, venture capital, strategy, design, and business storytelling, all backed by a track record of successful projects.

Unique approach

We provide competitive pricing and a hands-on approach, supporting you from concept to execution.

Contact us

Need help crafting an end-to-end Confidential
Information
Memorandum?

You’re in the right place. We can help you create a cogent, comprehensive CIM document that does your business justice and helps you secure the highest possible bid from potential buyers.

What will you get?

1. Executive Summary

  • Company overview
  • Key financials and company drivers
  • Scope of transaction
  • Key investment considerations

2. Company

  • History and milestones
  • Legal structure
  • Business model
  • Corporate vision and strategy

 

3. Business

  • Business units and markets
  • Products and services
  • Customers, references, and networks

4. Resources

  • Organization
  • Employees
  • Infrastructure

5. Operations

  • Suppliers and procurement
  • Production and distribution
  • Quality management
  • Research and development
  • Logistics
  • Systems and processes
  • Marketing and sales
  • ABC analysis

6. Customers

  • Overview of key customers
  • Analysis of customer concentration
  • Summary of attrition trends and projections
  • Detailed account of current market share

7. Industry

  • Industry structure
  • Competitors
  • Competitive position
  • Strategic position

8. Financials

  • Overview
  • Profit/Loss statement
  • Current trading
  • Balance sheet
  • Cash flow statement

9. Outlook

  • Summarize existing state of affairs
  • Highlight long and short term goals
  • Summarize main strategies utilized in market trends
  • Summarize main growth strategies
Learn more about our CIM writing service

One of our unique advantages lies in our constant exposure to the new & emerging industries and sectors, thus giving us an unparalleled expertise in the areas of innovative business models, disruptive technologies and latest industry trends.

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