Materials
Confidential information memorandum
For sell-side processes and institutional raises.
The CIM is the document counterparties actually read. We write it as an argument — market, model, risks, and ask — not a brochure with a number on the last page.
When this is the work
You are running a process
Buyers and investors will ask for one document. It has to survive the associate and the partner.
The deck is not enough
A pitch is a door. The memorandum is the room. We write the room.
Management cannot spare a quarter
We interview, draft, and iterate. You stay on the business.
How the work runs
- 01
Discovery
Management interviews, financials, and the competitive set. We find the argument before we write it.
- 02
Draft
Company, market, operations, financials, risk, and transaction structure — in that order.
- 03
Lock
Numbers tied to the model. Claims tied to evidence. Version that can go in the room.