Process
A confidential information memorandum is a detailed document that describes a company to potential buyers who have signed a non-disclosure agreement.
A confidential information memorandum, or CIM, is the sales document for your company. It covers what you do, your customers, your team, your financial history and your growth plan. Buyers read it after signing an NDA.
For example, a CIM may run 40 pages. It includes a business summary, three years of results, customer mix, and the case for future growth. A banker or advisor usually writes it with your help.
The CIM matters because it shapes first impressions and first offers. Clear, honest numbers help buyers move fast. Gaps or errors slow things down and can reduce trust.
Make sure the story matches your books. Buyers compare the CIM to what they find in due diligence. If you plan to hire help, see working with an investment banker or advisor. Related: data room.
Related terms
Ready to get started? Let’s talk.
Tell us about your company and what you want next. Conversations are private, and there is no obligation.
Start a conversation