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English
$
USD
I will create a confidential information memorandum for your raise or sale
Project finance and investor documentation, energy and infrastructure
I work on the investment side of energy and infrastructure. I commission investment documents, test them, and reject the ones that fail. Now I do that for you first.
You get a document built to survi...
About this Gig
A confidential information memorandum is the document that carries a transaction. Corporate finance advisers charge a retainer plus a percentage of the deal to produce one. Most sellers on this platform have never seen a real one.
I work on the investment side of energy and infrastructure. I have commissioned these documents, written them, and read them from the buy side across industrial, energy and infrastructure transactions.
You receive a full CIM: investment highlights argued rather than listed, the business and its market, operations, management, historical and projected financials, risk with real mitigation, and a transaction summary. Institutional formatting. Appropriate confidentiality and disclaimer language.
Premium integrates a financial summary consistent with your model, so the document and the numbers cannot contradict each other in diligence. It also includes an investor Q&A pack, a data room structure and population plan, and an anonymous teaser for first contact.
Strongest in energy, biofuels, waste to energy, infrastructure and industrial assets.
Tell me the transaction and I will tell you what the document needs.
Business Stage:
Series A
•
Series B
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Series C
Language:
English
Plan format:
Excel spreadsheet
•
Word doc
•
Industry:
Business, Finance & Law
•
Real Estate
•
Construction
My Portfolio
FAQ
How is this different from a business plan?
A business plan argues for a future. A CIM presents an asset for a transaction. Different structure, different reader, different disclosure standard, and a much higher bar on internal consistency because the buyer will test every number in diligence.
Will you sign an NDA?
Yes, always, and I expect to. Send it before ordering. This document type is confidential by definition and I treat it that way.
Can you work from incomplete financials?
Yes, with a clearly stated basis of preparation and a reconciliation note. What I will not do is present unverified figures as audited or fill gaps with invented numbers. That is the failure that kills transactions in diligence.
What about legal and regulatory sections?
I write the commercial document. I am not a lawyer and I do not provide legal advice. Securities law wording, offering restrictions and jurisdiction specific disclosure must be reviewed by your counsel, and I will flag where that is required.
