CIM preparation checklist
What to collect from the client, what every CIM section needs, and the checks to run before a buyer sees it.
- 16-item client document request list
- Section-by-section CIM contents
- Blind teaser rules
- Pre-release quality checks
Hands-on help on live sell-side and buy-side mandates, on the tasks that slow deals down, without adding headcount.
750–1,000 strong-fit strategic and financial buyers with rationale, tiered, with decision-maker contacts
5 business days200–300 acquisition targets for buy-side mandates, screened against your criteria
5 business daysFull CIM draft and one-page teaser from client files
7–10 business daysMonthly P&L, balance sheet, adjustments and KPI tabs, tied out, with DDQ responses included
5–10 business daysA trained analyst working full time on your mandates: lists, CIMs, databooks, DDQs and day-to-day deal work, with senior review of every deliverable
OngoingWhat to collect from the client, what every CIM section needs, and the checks to run before a buyer sees it.
The tracker we use on live mandates: tiering, decision-makers, and outreach status from teaser to LOI.
TAM–SAM–SOM sizing model · Industry map and value chain
DCF model with sensitivity tables · Trading comps and precedent transactions
Cleaned, validated response data · Quality filters for speeders and straight-liners
Company lists with websites, addresses and LinkedIn links · Enrichment with public KPIs and headcount
Customer sentiment from reviews and public sources · Workforce trends: hiring, attrition, leadership changes
Pricing Fixed, published prices for every service, with a fixed quote within 24 hours.
See pricingOr email harsh.jindal@valcoreanalytics.com