You wouldn't sell your best product - much less your life's work - with poor collateral, would you?

Investor-ready deliverables

Get CIMs, light QoE, and investor reports formatted for due diligence. All documents are standardized for clarity and speed, ready for immediate use in your next deal process.

Faster deal preparation

Submit your request and receive polished, professional materials—no more waiting on slow internal teams. Accelerate your workflow and close deals with confidence.

Consistent, polished output

Every document is reviewed for accuracy and presentation. Ensure your investor communications meet the highest standards, every time.

Unlimited requests, one subscription

Request as many deliverables as you need. Our subscription model means predictable costs and no limits on your deal prep support.

For CFOs and M&A professionals

Designed for private equity, advisors, and portfolio execs. Our service speaks your language and understands your workflow. Deal docs and quarterly reporting materials that build trust.

• Monthly Club

  No hourly billing. No hidden fees. Just high-quality deliverables, on demand.

  $4,999/mo

  Cancel anytime. Pause any month.

  Subscribe

  • 1 active request at a time

  • Average turnaround time: 3-5 business days

  • Unlimited requests & revisions

  • Deliverable types include: CIMs, Databooks, Value Creation Plans, Board Decks, Investor Updates

  • Note:
    CIMs and other large projects are delivered in milestone batches to maintain quality and accuracy. A CIM requires either a two-month subscription or a fixed project fee of $15,000.

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  Exceptional Value

  • Work performed by 28-year investment banking and private equity veteran

  • Replaces $150k+ hire

  • No training, overhead, or downtime

  • Professional, high quality output

  • Predictable, fixed cost - no surprise invoices