Confidential
Information
Memorandum (CIM)

A clear and compelling business story wrapped into
an engaging investment narrative to establish strong
credibility with potential investors and buyers.

70% of businesses we come across get
overlooked or undersold

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 craft CIM documents that do your business justice

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.

This is how we roll

Data & analytics

  • Access to latest research, IB reports and data on the industry
    and competition

Storytelling capabilities

  • Exceptional ability to build a powerful investment story to attract attention

Business analysis

  • Close collaboration with the client`s team to present company`s story and business fundamentals in the right and effective format

Design

  • Professional design to standout among the crowd and support the CIM message
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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

Why Waveup?

Transparent collaboration
Fast, reliable turnaround
Unparalleled expertise
Compelling storytelling
Reflecting investor’s standpoint
100% client satisfaction rate

Frequently asked
questions

How long does it take to create a confidential information memorandum?

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. 

Can you make changes to the document if I have comments?

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.

What is a confidential information memorandum supposed to achieve?

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.

What should a confidential information memorandum cover?

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.

Ready to talk? Get in touch with our experts

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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