We prepare the essential documentation for sale processes, investor search, and fundraising, ensuring the equity story is solid, attractive, and professional.

Includes:

  • Confidential Information Memorandum (CIM): a complete document for investors or buyers.
  • Investment decks and strategic presentations: executive materials to communicate the business opportunity to CEOs, investors, or committees.

Nuestro enfoque estructura financiera, storytelling y diseño corporativo, garantizando coherencia y credibilidad en cada entrega.

Preparación de analisis para la venta de empresas

INFORMATION MEMORANDUM (IM/CIM)

Deliverables

  • Confidential Information Memorandum.
  • 1–2 page Teaser for initial distribution.
  • Structured Data Room Index (template for due diligence).

Purpose

  • Present the company attractively and professionally in a sell-side process.
  • Shorten deal timelines.
  • Position the equity story with rigor, preventing buyers from building it on incomplete data.

Includes

  • Executive summary (equity story).
  • Company description, business model, key KPIs.
  • Market and competition analysis.
  • Management team and org chart.
  • Historical financials and projections.
  • Risk identification and mitigants.

Standards

  • Investment banking best practices (international standard structure).
  • Confidentiality and legal disclaimers for exclusive use of potential investors.

INVESTMENT DECKS & STRATEGIC PRESENTATIONS

Deliverables

  • Investment deck with professional design.
  • Strategic presentation for CEO/committee (customized).
  • Executive version (2–3 pages) for quick meetings.
  • Reusable templates aligned with client’s visual identity.

Purpose

  • Attract and convince potential investors.
  • Communicate value proposition and business opportunity clearly.
  • Support CEO and committee decision-making.
  • Professionalize image and increase credibility in fundraising or internal approvals.

Includes

  • Strategic and financial storytelling.
  • Market analysis and positioning.
  • Key KPIs and financial metrics.
  • Growth strategy and future milestones.
  • Up to 2 rounds of revisions.

Standards

  • Visual design aligned with corporate presentation best practices.

Discover how we propose to present your company to the market.