For buyers who sign an NDA, the information memorandum is the main event. The document that has to be thorough enough to support a serious offer and polished enough to signal a well-run business. Buyers read the quality of the IM as a proxy for the quality of the company. Yet most owners and advisors build them by hand: 30 to 50 pages, wrestled into shape under deadline, often rushed.

ValuationPro assembles the whole document with you, so it’s complete, consistent, and credible.

The platform builds every section of a professional CIM, with AI drafting the narrative from your inputs:

• Executive summary — the investment thesis, up front.
• Company overview — history, ownership, and structure.
• Products & services — what you sell and why customers choose you.
• Market & competitive landscape — market size, growth, positioning, competitors.
• Operations — how the business runs; facilities, systems, supply chain.
• Management & team — who runs it, and who stays after a sale.
• Financial overview — historical performance and projections, carried from your valuation.
• Valuation & deal structure — what’s on offer and how.

Add data-rich visuals — financial charts, value-flow (Sankey) diagrams, and relationship maps — apply a template, and manage content versions as the document evolves.

A comprehensive, confidential, buyer-ready information memorandum — professionally structured, consistent with your teaser and valuation, and ready to export and share with qualified buyers under NDA. Because the financials and valuation come straight from your Business Valuation, the numbers line up across every document.

The IM follows the Teaser in a sale process: the teaser earns interest anonymously, then interested buyers sign an NDA and receive the IM. Understanding the difference matters.