Automate Sell-Side Readiness,
CIM Drafting & Synergy Analysis
The M&A OS built for boutique brokers and investment bank advisors. Accelerate client intake with 40-point exit diagnostics, generate Word CIM documents, map acquirer fit, and manage VDR Kanbans.
Live System Available
Word CIM engine, strategic synergy matching, and VDR folders ready.
Designed for Investment Banking Professionals
Provide boutique brokers and sell-side transaction advisors with structured deal preparation tools.
Boutique M&A Brokers
Speed up client onboarding. Streamline pre-sale audits and draft investment briefs instantly.
Investment Banking Analysts
Skip manual document formatting. Output beautifully styled Microsoft Word CIM documents in minutes.
Sell-Side Advisors
Expose valuation premiums. Generate synergy radar scorecards to validate cost savings for premium buyers.
VDR Due Diligence Managers
Audit data room folder access logs to track which buyer teams download files and analyze tax archives.
Eight Pains in Sell-Side Deal Preparation
Failing to identify partner disputes or audit materials early leads to steep price discounts during due diligence.
Late Nights Formatting CIMs
Analysts spend weeks gathering spreadsheet numbers and drafting 50-page memorandum documents manually.
Broken Template Styles
CIM documents require strict branding. Copy-pasting metrics often breaks margin alignments, looking unprofessional to buyers.
Due Diligence Valuation Cut
Disorganized contracts and weak records allow strategic buyers to exploit loopholes, slashing the final price by 15-25%.
Unknown Buyer Intentions
Advisors open VDR portals to multiple bidders, but cannot determine who is researching documents vs who is spying.
Unproven Buyer Premium
Claiming merge value verbally fails to sway buyers. Advisors need quantitative models to demand premium pricing.
Disconnected Remediation
Fixing legal gaps involves multiple partners. Tracking tasks over spreadsheets leads to missed dates and failed deals.
Disconnected Lead Routing
Intake information collected from homepage widgets requires manual copy-pasting into Salesforce or HubSpot.
Rigid Valuation Checklists
Standard valuation software fails to incorporate your firm's specific industry questions or customized calculations.
Interactive M&A Diagnostic Simulator
Simulate how the exit advisor wizard maps operational risks, generates Synergy Radars, and drafts CIMs.
Are your company's historical financial statements audited by an independent CPA?
Analysis Matrix: Assesses audit trail quality, GAAP compliance, and probability of valuation adjustment during buyer due diligence.
Technical Architecture Modules
AI Valuation Insight structures pre-sale audits and CIM files into unified workspaces.
40-Point Exit Readiness
Diagnose deal blockers. Audit financial files, client concentrations, and management redundancy in a structured 8-stage intake.
Auto-CIM Builder
Convert intake diagnostics into Word CIM templates. Format text blocks and download them as fully editable `.docx` files.
Strategic Synergy Radar
Graph corporate synergy alignment, matching target assets against potential acquirers using custom value models.
VDR Due Diligence Kanban
Coordinate document cleanup. Assign legal warnings and audit tasks to Kanban columns inside Virtual Data Rooms.
Strategic Buyer Matcher
Expose premium values. Contrast company credentials against potential buyers to model tax and cost synergies.
CIM Stylesheet Branding
Apply branding rules to CIM documents. Customize colors, cover pages, and fonts within exported Word (.docx) files.
Primary Color: #344054
VDR Access Auditing
Log buyer activity inside VDR. Track who downloads files, views report sections, or reviews financial models.
[11:44 AM] User downloaded CIM_Audit.pdf
Origin: Acquirer_A (IP anonymized)
CRM Leads Webhook Routing
Route diagnostic leads automatically, pushing intake entries from client embedded widgets straight into Salesforce or HubSpot.
M&A Deal Intake Data Lifecycle
Intake Diagnostic
Client completes the 40-point exit assessment via embed widgets.
Auto-CIM Drafting
System writes executive summary blocks, exporting a styled Word draft.
Remediation Kanban
Broker manages data room prep milestones with accounting and legal.
VDR Ingestion & Audits
Open data room access, tracking downloads and reading actions dynamically.
Dual-Role M&A Collaboration Terminal
Track how sell-side analysts structure reports while potential acquirers audit materials inside secure VDR portals.
Active Deal: Target Company Corp
CIM Document status: Draft ready for review
Remediation: 4/5 tasks completed in VDR
Files Audited: historical_tax_filings.zip
Notice: All download activities are logged under compliance policy.
Advisory Performance Outcomes
Boutique M&A Brokerage Intake
An M&A advisory firm embeds the 40-point assessment on their service page. Business founders complete the self-diagnostic, generating immediate seller leads. The broker reviews the Synergy Radar, downloads a formatted Word CIM, and enters the engagement meeting with high-grade deal materials.
Virtual Data Room Remediation
A business broker manages pre-sale cleanup. Utilizing the VDR Kanban board, the broker coordinates tasks with the client's accounting and legal teams to address compliance gaps before exposing the data room to premium strategic acquirers.
Strict VDR Access Control & Encryption
We enforce isolated database scopes for advisor portfolios, auditing virtual data room sessions ephemerally.
Frequently Asked Questions
Can the generated CIM reports match our investment bank's specific typography and layout?
How does the Word document layout template cover custom styles?
What measures are taken to secure client corporate financials in the VDR?
How does VDR access auditing monitor buy-side activity anonymously?
Can we embed the 40-point diagnostic wizard on multiple client-facing domains?
Can we customize the AI model's appraisal reasoning to fit specific industries?
Schedule a Deal Prep Consultation
Submit your B2B requirements to discuss white-label integration or volume license discounts.