CIM Preparation.
A confidential information memorandum (CIM) is the detailed document that serious investors or buyers receive after signing a non-disclosure agreement. It describes the business, market, operations, management, financial performance and projections in enough depth for them to make an initial offer or move to due diligence. We prepare it from your data, consistent with your model and data room.
Typically 3–5 weeks, driven by data availability, management's interview time and the number of review rounds.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Companies running a structured growth equity or private equity raise
- Promoters preparing a sale or partial exit
- Companies approaching strategic investors or joint venture partners
What you receive at the end.
- 01Confidential information memorandum, typically 50–80 pages
- 02Short anonymised teaser for initial outreach
- 03Financial annexures consistent with the model
- 04Distribution log of NDA signatories
CIM Preparation, step by step.
Typically 3–5 weeks, driven by data availability, management's interview time and the number of review rounds.
- 1
Scope and outline
We agree the audience, the outline, and what is disclosed at this stage versus later in diligence.
- 2
Information gathering
We collect business, operational, customer and financial information and interview management.
- 3
Financial section
We present historical financials with normalisation adjustments, KPIs and projections consistent with the financial model.
- 4
Draft the CIM
We draft the CIM, typically 50–80 pages, covering the business, market, operations, management, financials and transaction overview.
- 5
Review and control
Management reviews it for accuracy; we finalise, watermark and control distribution to parties that have signed an NDA.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Company history, structure and shareholding
- Audited financials and current MIS
- Financial model and projections
- Customer, product and operational data
- Management profiles and organisation chart
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about CIM Preparation.
Ready to discuss CIM Preparation?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.