A clear and compelling business story wrapped into
an engaging investment narrative to establish strong
credibility with potential investors and buyers.
Why? Because their confidential information memorandum fails to effectively convey their value in a way that speaks to potential investors and buyers. Crafting an effective memorandum requires immense amounts of time and expertise: you need to present the right data, wrap it in an investor-attractive narrative, and design it for clarity and impact.
Your Confidential Information Memoradum is the pivotal document that can make the difference between securing your dream deal or selling your company for peanuts.
We use our extensive M&A experience and expertise in corporate finance, venture capital, business storytelling, and design to help you secure the best deal with potential investors and buyers.
Once we’ve received all the necessary information about your business, it takes 2-3 weeks to prepare the initial CIM draft. From there, it depends on whether or not you provide us with additional comments/changes you want us to implement in the draft.
Absolutely. We always present you with the initial draft so, if you have any changes or comments in mind, we could implement them to ensure you’re content with the final version of your confidential information memorandum.
Before anything else, a sell-side confidential information memorandum is a marketing document which key objective is to convince potential buyers and investors what a shiny acquisition or investment opportunity your business is. While it must accurately reflect where your company stands, it must do so in a way that doesn’t obstruct the end-goal: to win you the best deal possible.
Your sell-side CIM must compellingly and succinctly cover three key areas: your business’s history, its present operations and progress, and its future prospects and strategy.
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.