M&A deal support and workflow automation for US advisory firms
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Resources

The checklists and trackers we use on live mandates. Leave an email and the file is yours straight away.

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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Free downloadExcel workbook

Buyer list template

The tracker we use on live mandates: tiering, decision-makers, and outreach status from teaser to LOI.

  • 20 columns, with drop-downs for tier, type and status
  • Tiering guide for strategic and financial buyers
  • Teaser, NDA and CIM date tracking
  • Filters ready for weekly client updates

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Or email harsh.jindal@valcoreanalytics.com