Business overview
A clear, structured account of the business, its model and its position.
Services
Information Memorandum
Professional Information Memorandums prepared for fundraising, investment and M&A transactions — business overview, financials and growth opportunity presented on terms an investor can evaluate.
What this covers
Scope of the engagement.
A brief outline of what an engagement of this kind typically involves.
Industry & financial analysis
Industry context and financial information presented for investor scrutiny.
Growth opportunity
The investment case, articulated on defensible terms.
Transaction-ready documentation
An IM structured for fundraising, investment or M&A use.
In detail
What the engagement covers.
What the work involves, and the business situations that typically bring it about.
What it involves
- Business overview and company background
- Industry and market analysis
- Business model description
- Historical and current financial information
- Financial projections and growth opportunity
- Transaction rationale and use of funds
- Investor-focused structuring and presentation
- Documentation for fundraising, investment or M&A purposes
Business situations
- A business preparing to approach investors for equity or growth capital
- A promoter group preparing a business for sale or strategic partnership
- A business needing a structured document for an M&A process
- A management team consolidating scattered information into one investor-ready document
- A business preparing supporting documentation ahead of a fundraise
Value. A well-prepared Information Memorandum gives every prospective investor the same complete, credible basis to evaluate the opportunity — reducing back-and-forth over missing information.
Who this is for
Where this fits in your journey.
Not sure whether this is the right starting point? Our What We Take On page maps the kinds of businesses and business situations we typically support.
Enquiries
Ready to discuss this with us?
Tell us about your project and we will tell you what the engagement involves.