Information Memorandums
Showcase your business or asset with clarity, precision, and investor-ready insights.
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Built to Inform, Designed to Persuade
An Information Memorandum (IM) is your key to presenting a business, asset, or investment opportunity in a way that informs and persuades potential investors or buyers. It must combine detailed information, financials, and strategic insights into a cohesive document. We create IMs that are structured, data-driven, and tailored to your audience, ensuring every page communicates the value of your proposition.
What’s Included in the Information Memorandum:
- Executive Summary: A concise snapshot of the opportunity, covering the key highlights and value drivers.
- Business Overview: Detailed information about the company, asset, or project, including history, structure, and operations.
- Market Analysis: Insights into industry trends, competitive positioning, and market dynamics.
- Financial Performance: Historical financial data, forecasts, and key metrics investors need to evaluate.
- Investment Opportunity: Clear articulation of the deal structure, returns, and value creation potential.
- Risk Analysis: Identification of potential risks with mitigation strategies.
- Management Team: Profiles of the leadership team and their expertise.
- Legal and Compliance Information: Necessary disclosures to meet regulatory requirements.
Our Process
Step 1
Onboarding and Goal Setting
We start with a detailed call to understand your business, the opportunity, and your target audience. This ensures the IM is focused, aligned, and meets your objectives.
Step 2
Data Collection and Analysis
We gather and validate all critical data—financials, operations, market insights—to ensure the IM presents a clear, credible, and investor-ready case.
Step 3
Document Creation
The IM is structured into a concise, compelling narrative that highlights your value proposition, financial performance, and growth potential, tailored to industry standards.
Step 4
Review and Finalization
The final IM undergoes thorough revisions to ensure it’s polished, compliant, and ready to be presented to potential investors or buyers.
What our Clients Say
Ellie Missaghi
""Capidel's team is very knowledgeable in their field and was super helpful in creating my business plan. Support w..."
Jackie Lee
""Capidel's SBA Business Plan service was fairly priced and their communication and service were above standard. I couldn't have asked for a better experience. What I appreciated most was their ..."
Kiran Anumalla
""We regularly rely on Capidel to prepare business plans for our clients applying for Canadian bank loans. The quality of their work is consistently exceptional, with comprehensive research, cle..."
Dominika Raszkova- E2 Visa Applicant
""Capidel's team provided exceptional service in transforming my business plan draft into a comprehensive E2 visa business plan. Their expertise shone through; the team delivered insightful feed..."
Seif Farid
""Capidel's team is very knowledgeable about current trends in the start-up and enterprise scene. They gave great insights into our project and gave us constructive feedback that we can act on a..."
Sadegh Sokhandan
""Working with Capidel on our business plan for the Canadian Startup Visa Program was the best decision we made. Their team delivered exactly what we needed. Their at..."
Sergii Naumov
""Capidel's team delivered a high-quality business plan and financial statements that were both comprehensive and clear. Their communication was"