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
Before the teaser goes out: a CIM, a teaser and a QoE databook that agree with each other, drafted from the client’s files while you run the engagement.
Full 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 days750–1,000 strong-fit strategic and financial buyers with rationale, tiered, with decision-maker contacts
5 business daysWhat to collect from the client, what every CIM section needs, and the checks to run before a buyer sees it.
Yes. We draft in your template and on your email domain, so the client sees your firm’s work.
Yes, and they should. We start the databook from the monthly P&L while the CIM is drafted, so the figures match from the first draft.
Pricing Fixed, published prices for every service, with a fixed quote within 24 hours.
See pricingOr email harsh.jindal@valcoreanalytics.com