State-of-the-art AI for M&A teams
Powerful CIMs, built from seller-filled forms.
Stop wrestling with Word templates and messy emails. Collect structured information directly from sellers, then let our AI turn it into clean, professional-grade Confidential Information Memorandums in a fraction of the time – at a fraction of the cost.
- ✓ Seller-driven data collection via guided, industry-specific forms.
- ✓ AI-assembled CIM drafts that read like they were written by a seasoned banker.
- ✓ Cost-efficient for smaller deals without sacrificing quality or professionalism.
No long onboarding. Share a link with the seller, collect structured answers, and generate a robust CIM draft in hours instead of weeks.
CIM Preview
Healthcare Services – Draft v1.0
Executive Summary
This Confidential Information Memorandum has been prepared based on seller-provided data, structured via CIMCraft’s guided intake forms. It reflects a profitable multi-location practice with stable recurring revenue and diversified payor mix.
Key Metrics
- Annual Revenue: $4.2M
- EBITDA: $1.1M
- EBITDA Margin: 26%
Seller Intake
- 100+ structured fields
- Industry-specific sections
- Owner narrative captured
Draft ready in minutes, not weeks.
From seller answers to a polished CIM – in three steps.
We designed CIMCraft specifically for M&A professionals who want bank-quality materials without bank-sized teams. You stay in control of the story; the system handles the heavy lifting.
Send a structured form to the seller
Use industry-tailored templates to collect everything you need: financials, operations, customers, team, contracts, and more – all in clean, structured fields.
Review and enrich seller input
You can add context, comments, and banker-level nuance on top of the seller’s answers – the system keeps everything organized by section.
Generate a CIM draft with AI
Our AI assembles your data into a professional CIM draft with clear sections, consistent tone, and clean structure – ready for your final tweaks.
Built for serious M&A work, not experiments.
CIMCraft is opinionated: we care about deal quality, clarity for buyers, and your time. Every part of the product reflects how real transactions actually get done.
Professional-grade structure
Not just “AI text.” Your CIMs follow banker-grade structure: business overview, financials, customers, operations, team, growth, and risks – organized by industry.
Industry-specific templates
Tailored fields for healthcare, retail, services, restaurants, and more. Sellers see language that makes sense to them, you get data in a format that makes sense to buyers.
Extreme cost efficiency
Replace dozens of hours of memo drafting and email back-and-forth with a streamlined, AI-assisted workflow. Great for smaller deals where time and margin matter.
Clean collaboration
Keep everything in one place: seller responses, your notes, and AI drafts. No more hunting through Word files and email threads.
Respect for your judgment
You control the story. AI helps with first drafts, structure, and consistency, but you remain the editor in chief of every deal narrative.
Secure & private by design
Sensitive deal information is kept within your environment; seller access links are scoped and time-limited. No public document links floating around.
Designed to pay for itself on your very next deal.
Traditional CIM drafting can burn dozens of hours per transaction. CIMCraft compresses that work into a tight, repeatable workflow – without asking you to compromise on quality.
Start using CIMCraft today
Perfect for independent advisors, small M&A shops, and boutique firms that want banker-level materials on a lean cost base.