AI-Generated Confidential
Information Memorandums

Create professional, publication-quality CIMs in days instead of weeks. AI crafts compelling company narratives, financial highlights, and market positioning—ready for buyer distribution.

CIM Creation Shouldn't Be a Bottleneck

The Confidential Information Memorandum is the cornerstone of every sell-side process, yet building one remains painfully manual and time-consuming.

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Weeks of Document Assembly

CIMs require 3-4 weeks of intensive work gathering data, crafting narratives, and designing layouts—pulling senior bankers away from client-facing activities.

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Narrative Consistency

Maintaining a consistent, compelling story across 50+ pages of financial data, market analysis, and company overview is a constant challenge for deal teams.

Buyer-Readiness Gap

CIMs often fail to anticipate buyer questions, leading to additional Q&A rounds that slow the process and erode deal momentum.

AI-Powered CIM Creation for Sell-Side M&A

CorpDev.Ai transforms raw company data into polished, buyer-ready Confidential Information Memorandums—with compelling narratives, professional formatting, and complete financial presentations.

AI-Crafted Narratives

AI creates compelling company stories backed by data

Our AI synthesizes company financials, market data, and competitive positioning to craft narratives that resonate with buyers. Every section tells a cohesive story—from the executive summary through the growth strategy—ensuring your CIM makes the strongest possible impression.

  • Company Overview & History

    AI weaves the company's founding story, milestones, and evolution into a compelling narrative that establishes credibility

  • Market Positioning & Opportunity

    Articulate the company's competitive advantages and the size of the addressable opportunity with data-backed analysis

  • Financial Performance Highlights

    Present financial data in context—highlighting growth trends, margin expansion, and key performance metrics

  • Growth Strategy & Projections

    Build a credible forward-looking story with identified growth levers, expansion opportunities, and realistic projections

How AI CIM Generation Works

1

Upload Company Data

Provide financials, company materials, and key facts. AI ingests and analyzes everything to build a comprehensive data foundation.

2

AI Research & Analysis

AI researches the market landscape, competitive dynamics, and industry trends to contextualize the company's positioning.

3

Narrative Generation

AI crafts compelling section-by-section narratives that weave data into a cohesive investment story for prospective buyers.

4

Review & Export

Review the AI-generated CIM, make edits, and export as a publication-quality PDF or DOCX ready for buyer distribution.

Document Design Capabilities

Branded Templates & Layouts

Professional CIM templates with your branding—cover pages, section headers, and consistent typography that match investment banking standards

Data Visualizations & Charts

Auto-generated charts, graphs, and data tables that present financial performance and market data in clear, compelling visual formats

Appendix Generation

AI automatically organizes supporting data, detailed financials, and supplementary materials into a structured appendix section

PDF & DOCX Export

Export your finished CIM as a polished PDF for distribution or as an editable DOCX for final adjustments by your deal team

Professional Document Design

Publication-quality CIMs ready for distribution

First impressions matter in sell-side processes. CorpDev.Ai produces CIMs with the polish and professionalism that buyers expect—branded layouts, data-rich visualizations, and structured appendices that anticipate every question a prospective acquirer might ask.

  • Branded Templates & Layouts

    Professional cover pages, section dividers, and page layouts that reflect your firm's brand identity

  • Data Visualizations & Charts

    Auto-generated financial charts, market sizing graphs, and competitive positioning maps

  • Appendix Generation

    Structured supporting materials including detailed financials, customer lists, and technical specifications

  • PDF & DOCX Export

    One-click export to distribution-ready PDF or editable DOCX formats

Everything You Need for CIM Creation

From executive summary to appendix—every section AI-powered

Executive Summary

AI generates a concise, compelling executive summary that captures the investment thesis, key financial metrics, and strategic rationale—setting the tone for the entire memorandum.

Market Analysis

Comprehensive market sizing, growth dynamics, and competitive landscape sections generated from AI research. Present the TAM opportunity and the company's addressable market with credibility.

Financial Highlights

Present historical financials, key metrics, and performance trends in context. AI highlights revenue growth, margin profiles, unit economics, and other data points that matter most to buyers.

Growth Narrative

Build a credible growth story with identified expansion levers, new market opportunities, product roadmap highlights, and realistic projections that buyers can underwrite with confidence.

Management Overview

AI-structured management team profiles that highlight relevant experience, track records, and leadership strengths—giving buyers confidence in the team driving the business forward.

Professional Formatting

Investment-banking-grade document formatting with branded layouts, data visualizations, table of contents, and structured appendices—ready for immediate distribution to prospective buyers.

Ready to Create CIMs in Days, Not Weeks?

Generate professional Confidential Information Memorandums with AI. Join sell-side advisors who've transformed their CIM creation process.

Days, not weeks
AI-crafted narratives
Publication quality
Export ready