Guides
Definition, templates, examples, and prompts for key deal documents.
Document guides
Learn how to create key deal documents with definitions, templates, real examples, and AI-powered generation.
How to write a CIM: structure, template and examples
A Confidential Information Memorandum is the single most important marketing document in any sell-side M&A transaction. The difference between a strong and weak CIM on the same company can translate to one to two full EBITDA turns in enterprise value — tens of millions of dollars. This guide covers everything practitioners need to know: structure, timelines, team roles, common mistakes, quality impact, firm-type differences, and the tools reshaping CIM production in 2026.
Reading time
18 min
Skills
Investment memo template and example (PE, VC, M&A)
A section-by-section investment memo template with a full worked example: thesis, market, financials, team and risks. Copy the structure or draft yours fast.
M&A teaser template: structure, examples and pitfalls
How to write a blind M&A teaser: the one-page structure, what buyers screen for, how to anonymize, teaser vs CIM, and mistakes for banks and brokers.
M&A buyer list: how to build, tier and sequence outreach
How to build a sell-side buyer list: strategic vs financial buyers, scoring and tiering, seller approval, outreach sequencing, and mistakes to avoid.
SWOT analysis: Definition, example, template & AI generator
What is a SWOT analysis? See a clear definition, real examples, and use our AI SWOT generator to create yours today.
Tool comparisons
Side-by-side comparisons of AI presentation and document tools for finance professionals.
AI presentation tools for finance: a comprehensive 2026 comparison
Compare 15+ AI presentation tools for finance professionals. Covers consumer AI builders, Microsoft Copilot, enterprise platforms, and purpose-built tools for investment banking and M&A.
AI tools for business brokers (2026): CIMs, valuation, CRM
The AI tools business brokers actually use for CIM drafting, SDE and EBITDA valuation, deal marketing and CRM, in three budget tiers from $0 to $2,000 a month.
AI tools for IB pitchbooks and CIMs: 2026 comparison
think-cell, Macabacus, UpSlide, Copilot, Gamma and IB-specific tools compared for pitchbooks and CIMs: strengths, gaps for deal teams, and which fits your firm.
Best AI tools for pitch decks in 2026: the definitive comparison
Compare every major AI pitch deck tool in 2026. Covers Gamma, Beautiful.ai, Canva AI, Slidebean, Copilot, and specialist tools. Includes what VCs actually look for, common AI deck mistakes, and consulting vs. startup approaches.