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Outsourced M&A analyst · Preparing the sale

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.

CIM and teaser preparation 7–10 business daysQoE databook 5–10 business daysBuyer list research 5 business days
Led by Harsh Jindal, ex-Bain & Company PE due diligence
The work

What this stage needs

One set of numbers
The databook comes first, and the CIM’s figures come straight from it.
A document request list on day one
We send the client a request list and track what is still missing.
Highlights you can defend
Each investment highlight in the CIM is backed by a figure on a later page.
A blind teaser
One to two pages, with nothing that identifies the company.
Services

How we help

CIM and teaser preparation

Full CIM draft and one-page teaser from client files

7–10 business days

QoE databook

Monthly P&L, balance sheet, adjustments and KPI tabs, tied out, with DDQ responses included

5–10 business days

Buyer list research

750–1,000 strong-fit strategic and financial buyers with rationale, tiered, with decision-maker contacts

5 business days
Free template

Not ready for a call? Start with this

Free downloadPDF · 2 pages

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

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FAQ

Questions advisers ask

Can you work in our CIM template?

Yes. We draft in your template and on your email domain, so the client sees your firm’s work.

Can the CIM and databook run at the same time?

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.

Tell us about the mandate, and we’ll send a fixed quote within 24 hours.

Book a 30-minute call

Or email harsh.jindal@valcoreanalytics.com