Watch this video for key tips on building an impressive CIM, also known as a Buyers Presentation.

Quick Demo (6-minutes): 

‍

In-depth Demo (15-minutes):

The key to building a high quality CIM is by taking the time to thoroughly answer the buyers presentation questionnaire and providing as much detail about the business as possible.

Looking to add beautiful charts of financials to your CIM?

The graphs aren't automatically created, however, you can access the library of charts if you hit 'Edit Presentation' on the 'Publish Listing' step. From there you can drag in a chart from the 'Chart Icon' on the left-hand side:
Alternatively, many of our templated pages have built-in charts that will pre-fill with data you've already entered. For example, if you hit the 'Plus Icon' (bottom right-hand side) and hit the 'Revenue Breakdown' template and then the 'Auto-generate' button (below) it will fill-in a chart with your Annual Revenue growth automatically. You'll need to edit the product + services chart manually, however.

‍

Key Steps

1. Starting a Project:
   • Access the broker dashboard.
   • Click on "Start" or "Auto-generate CIM" to begin a new project or continue with an existing one.
     ‍
2. Intake Questionnaire:
   • Fill in key details like legal business name, website, location, NICS code, and industry description.
   • Use example templates for easy completion.
   • Provide detailed answers to about 11 questions for better CIM quality.
     ‍
3. Financial Analysis:
   • Enter up to five years of financial data.
   • Include total revenue, costs, expenses, and net income.
   • Add year-to-date statements or future projections.
   • Calculate seller's discretionary earnings and adjust EBITDA.
     ‍
4. Attachments:
   • Upload financial statements, supplementary documents, and photos.
   • Categorize attachments as post-NDA, Due Diligence, or Photos.
     ‍
5. Additional Questions:
   • Complete optional contextual questions based on the client's business.
   • Provide detailed information for better sim output.
     ‍
6. Listing Preview:
   • Review the draft teaser page and CIM.
   • Edit public listing details if needed.
   • Choose metrics to display and set asking price.
     ‍
7. Editing the CIM:
   • Make changes to text, layout, and photos.
   • Add pages, edit content, and save changes.
     ‍
8. Publishing the Project:
   • Complete a final checklist.
   • Choose to post on the Dealbuilder marketplace.
   • Copy and share the project link with potential buyers.

Notes

• Provide accurate and detailed information for better CIM quality.
• Double-check all financial data and attachments before publishing.
• Ensure permissions are set correctly for document access.

Tips for Efficiency

• Use example templates for quick completion of the intake questionnaire.
• Utilize the system's automation for editing and formatting.
• Save changes frequently using the save button or keyboard shortcuts.

By following these steps, you can efficiently create, edit, and share projects using the Dealbuilder AI tool, ensuring accuracy and productivity in your deal-building process.

‍

‍