Confidential Information Memorandum (CIM)
Sales Deck Build

The Confidential Information Memorandum (CIM) Sales Deck is a pivotal PowerPoint presentation meticulously crafted to encapsulate every aspect of a business. This SaaS operations management document plays a crucial role in facilitating the sale of businesses, especially within private equity.

Brokers or investment bankers typically draft a CIM sales deck build. The original versions of these presentations often lack aesthetic appeal and brand alignment, presenting a significant challenge in portraying the business attractively to potential investors or buyers.

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Why Is a CIM Sales Deck Build Important?

The CIM’s importance cannot be overstated; it functions as the primary document circulated among interested parties, providing:

  • A comprehensive overview of the company
  • Product offerings
  • Technology
  • Organizational structure
  • Operations
  • Customer base
  • Market position
  • Financial health

A well-designed and informative CIM is instrumental in selling the business at a higher multiple by making a strong visual and informational impression on potential buyers.

Growing Returns

Our approach to CIM builds has several phases:

  1. Review: We start by thoroughly reviewing the existing CIM to identify areas for improvement.
  2. Design: Our SaaS operations management team recognizes that most CIMs suffer from poor design and lack of brand cohesion. Therefore, we focus on transforming these documents into visually appealing, brand-aligned presentations.
  3. Present: We employ a meticulous process that enhances the document’s aesthetics while ensuring the vast amount of critical business data is presented concisely and compellingly.

By following this meticulous approach, we make the CIM a powerful sales tool that significantly increases the business’s attractiveness to potential buyers.

business people assessing documents

Building A Compelling Case To Buyers

Having a visually appealing, brand-aligned CIM is essential for businesses seeking to make a compelling case to potential buyers or investors.

The JHMG team focuses on meticulous design and strategic information presentation, ensuring the CIM effectively communicates the business’s value and potential.

We aim to capture the brand’s essence and structure through a beautifully built CIM, while providing depth informational clarity for potential buyers and investors. This will facilitate better engagement and understanding, as well as heightened SaaS valuations, making it a valuable tool for achieving a successful sale.

CIM Sales Deck Build Deliverables

These deliverables equip businesses with a powerful and persuasive CIM sales deck, enhancing their ability to communicate value, engage potential buyers and investors, and achieve their desired sale outcomes.

Redesigned CIM Presentation

This is a fully redesigned PowerPoint presentation of the existing CIM, optimized for visual appeal, brand alignment, and clarity. It will be the primary tool for engaging potential buyers or investors.

Brand-Aligned Design Elements

Our SaaS consultant team will provide custom design elements, including color schemes, fonts, and graphical elements, aligned with the client’s brand identity. This will ensure a consistent and professional appearance throughout the presentation.

Data Visualization Enhancements

We offer advanced data visualization solutions, including charts, graphs, and infographics, that transform complex data sets into easily digestible and visually engaging formats.

Structured Content Layout

This is an organized and strategically structured content layout that logically and engagingly guides the viewer through the company’s story, product offerings, market position, financials, and growth potential.

Financial Overview Section

This detailed and visually enhanced section is dedicated to the business’s financial health and performance, presenting critical financial data in a clear and engaging format.

Editable Presentation Files

We will provide a final presentation in an editable format, allowing future updates or modifications by the client. This ensures the longevity and adaptability of the CIM document.

Comprehensive Review Notes

This document outlines the review process and the rationale behind design and structure decisions, providing insights into how the redesigned CIM optimizes information presentation and engagement.

Consultation and Revision Round(s)

Depending on the service package selected, we will provide one or more rounds of consultations and revisions to refine the CIM further based on client feedback and ensure the final product meets all specifications and expectations.

Our Services