Draft a Confidential Information Memorandum, a detailed company document for prospective buyers in an M&A sale. Organize business, market, customer, and financial information into a Word document with charts and a separate Excel financial appendix.
Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".
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Standard CIM table of contents:
I. Executive Summary (2-3 pages)
II. Company Overview (3-5 pages)
III. Industry Overview (3-5 pages)
IV. Growth Opportunities (2-3 pages)
V. Customers & Sales (3-5 pages)
VI. Operations (2-3 pages)
VII. Financial Overview (5-8 pages)
VIII. Appendix
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