Your Deals Deserve
Documents That Close Them.
We produce institutional-grade CIMs, teasers, and investor decks, white-labeled for your firm, built to move buyers from first call to signed LOI.
A meridian is the highest point in the sun's arc — the moment of peak clarity, peak position, and maximum precision. Every CIM we build is your deal at its meridian: presented at its highest point, with the clarity that moves buyers from inbox to offer.
Powering Deal Flow For Firms That Can't Afford to Look Amateur
The CIM is Your Most Important Sales Document.
Most look like they were built in PowerPoint.
Your deals are losing in the inbox.
Most CIMs from boutique advisors and brokers lack the visual polish and narrative structure that institutional buyers expect. First impressions determine whether a buyer reads or passes.
We build documents that stop the scroll.
Every CIM we produce is crafted with the design sensibility of a top-tier investment bank and the narrative strategy of a seasoned M&A advisor. Your buyer opens it. Reads it. Calls you back.
You're spending time on formatting that should be spent closing.
Your team's expertise is deal structuring, client relationships, and negotiations, not InDesign, data visualization, and financial narrative writing. The production work is killing your capacity.
We handle production. You focus on the deal.
Send us your data and business overview. We return a polished, institutional-grade CIM in 72 hours or less, white-labeled to your firm with unlimited revisions until it's perfect.
Cookie-cutter templates make every deal look the same.
Template-built CIMs signal to buyers that the seller and advisor didn't invest in presenting the opportunity. That perceived lack of care transfers to the deal itself.
Every CIM is built to the strengths of the specific deal.
We don't apply a template. We build a narrative architecture around each business's competitive advantages, using design, data, and selective disclosure strategy to elicit maximum buyer interest.
What Institutional-Grade Looks Like
Scroll through select samples from our portfolio.
From Intake to Inbox in 72 Hours
Submit Your Engagement
Purchase your package and complete our intake form. Tell us about the business, your client's goals, and any brand guidelines for your firm.
Send Us Your Materials
Upload financials, company overview notes, product info, team bios, and any photos or brand assets. We work with whatever you have, even rough notes.
We Build the Narrative Architecture
Our team identifies the business's top competitive advantages and designs the CIM around them. We write, design, and structure the document to move the right buyer toward a management meeting.
First Draft in 72 Hours or Less
You receive a fully designed, branded, white-labeled CIM draft, complete with financial charts, industry data, and narrative, within 72 hours of receiving complete materials.
Revise Until Perfect
Unlimited revisions, unlimited calls. We refine until you're proud to send it. When it's done, you receive an editable source file and a print-ready PDF.
Everything Your Deal Document Needs. Nothing You Don't.
White-Label Ready
Your firm's branding, logo, and color system. Your clients will never know we existed.
Financial Visualization
Your spreadsheet data transformed into institutional-quality charts and EBITDA bridge exhibits.
Market Research
Third-party sourced industry data, market size, and competitive landscape included in every CIM.
Investment Narrative
Professional copywriting that leads with strengths, frames risk strategically, and builds buyer conviction.
72-Hour Turnaround
First full draft delivered within 72 hours of receiving complete materials.
Unlimited Revisions
We revise until you're satisfied. No revision limits, no extra charges.
Confidential by Design
Secure file transfer, strict NDA-equivalent confidentiality, and zero public disclosure of client engagements.
Designed to Close
Every layout decision, section order, and visual hierarchy is engineered to move buyers from interest to LOI faster.
Half the Price. The Same Institutional Quality.
Straightforward packages with no hidden fees. Pick what fits your deal flow.
Per engagement. No commitment.
- 1 white-labeled CIM (30–80 pages)
- 1 white-labeled teaser (1–3 pages)
- Financials visualized and charted
- Market research and industry data
- Investment narrative copywriting
- Unlimited revisions
- 72-hour first draft
- Editable source file + print-ready PDF
- Optional seller interview facilitation
Save $390 vs. buying individually.
- 1 white-labeled CIM (30–80 pages)
- 1 white-labeled teaser (1–3 pages)
- Financials visualized and charted
- Market research and industry data
- Investment narrative copywriting
- Unlimited revisions
- 72-hour first draft
- Editable source file + print-ready PDF
- Optional seller interview facilitation
- Packs never expire — use anytime
Save $980 — that's more than one free CIM.
- 1 white-labeled CIM (30–80 pages)
- 1 white-labeled teaser (1–3 pages)
- Financials visualized and charted
- Market research and industry data
- Investment narrative copywriting
- Unlimited revisions
- 72-hour first draft
- Editable source file + print-ready PDF
- Optional seller interview facilitation
- Packs never expire — use anytime
- Priority queue on all drafts
For active deal shops that need a dedicated production partner.
- Unlimited CIMs and teasers per month
- Dedicated account manager
- 48-hour turnaround (upgraded from 72)
- Monthly strategy call with our senior team
- First priority in production queue
- 3-month minimum commitment required
- Annual commitment available at further reduced rate
- Investor decks and fundraising materials included
- White-glove onboarding and brand setup
All packages include unlimited revisions and 100% white-labeled deliverables. Payment processing fees applied at checkout. PDF financial conversion available as add-on ($275/engagement).
Competitor pricing for equivalent packages starts at $1,450 per CIM. Our 1-Pack is $795. Same deliverables. Same 72-hour turnaround. Half the price, because we believe great deal documents shouldn't be a luxury reserved for large advisory firms.
What Advisors Are Saying
“We sent the CIM to three strategic buyers. All three requested a management meeting within a week. Our previous CIMs never moved that fast.”
“I was skeptical about outsourcing document production, but the quality exceeded what our in-house team was producing at a fraction of the cost and time. We're now on the unlimited plan.”
“The narrative architecture they build around each business is what sets this apart. It's not a template. They actually understand how buyers think and they build the document accordingly.”
Common Questions
Yes. Your firm's name, logo, and brand colors appear throughout. We never place our branding on deliverables and never disclose our involvement to your clients.
Your Next Deal Deserves a Document That Wins.
Get a free sample CIM and see the difference for yourself. No commitment, no sales pressure.
72-hour turnaround · Unlimited revisions · White-labeled · 100% confidential