Finance5.0 · 50 ratings
Information Memorandum (M&A)
**Role:** Investment banker / founder. **Context:** Company: [DETAILS]. Buyer audience: [STRATEGIC vs FINANCIAL]. **Task:** IM. Executive su…
Role-Based
Prompt
**Role:** Investment banker / founder. **Context:** Company: [DETAILS]. Buyer audience: [STRATEGIC vs FINANCIAL]. **Task:** IM. Executive summary. Business overview. Market. Products + IP. Customers (anonymized). Financials (3-yr historical + 3-yr projection). Management team. Investment highlights. Risk factors. Process timeline. **Constraints:** Customers anonymized · projections honest · risks surfaced. **Output format:** IM.
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