For advisers selling staffing, facilities, IT services, testing and inspection, and other B2B service companies. Buyers pay for recurring, diversified revenue, so that is what the CIM and databook have to prove.
What business services buyers dig into
- Recurring versus project revenue
- Contracted and repeat revenue separated from one-off projects, by year.
- Customer concentration and retention
- Top 10 customers by year, with tenure, churn and contract terms alongside.
- Margin by service line
- Which lines earn the margin, and how labour cost moves with revenue.
- Labour and utilisation
- Headcount, billable utilisation, wage inflation and key-person risk.
- Owner dependence
- Which relationships sit with the owner, and the plan to hand them over.
How we help
Buyer list research
750–1,000 strong-fit strategic and financial buyers with rationale, tiered, with decision-maker contacts
5 business daysCIM and teaser preparation
Full CIM draft and one-page teaser from client files
7–10 business daysQoE databook
Monthly P&L, balance sheet, adjustments and KPI tabs, tied out, with DDQ responses included
5–10 business daysFull-time trained analyst
A trained analyst working full time on your mandates: lists, CIMs, databooks, DDQs and day-to-day deal work, with senior review of every deliverable
OngoingQuestions advisers ask
How do you handle customer concentration in the CIM?
We show it plainly, with tenure, contract terms and retention alongside, so buyers see the context up front rather than finding it in diligence.
Can you anonymise customer names?
Yes. We use labels such as “Customer A” in the CIM and keep the key for the data room stage, as the client decides.
Other by industry, or by deal stage
By industry
Pricing Fixed, published prices for every service, with a fixed quote within 24 hours.
See pricingTell us about the mandate, and we’ll send a fixed quote within 24 hours.
Book a 30-minute callOr email harsh.jindal@valcoreanalytics.com