For Faster, Smarter & More Secure M&A

CIM‑PRO is the all‑in‑one, AI‑powered CRM and deal execution platform for M&A advisors, investment bankers and business brokers.

Win more mandates and close deals faster with web-based pitch books, appraisals and CIMs, integrated VDRs, and advanced analytics and security - all in one place.

As trusted by leading advisors at:
Deal Makers
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Why Mid-Market Dealmakers Choose CIM-PRO

SAVE HOURS EVERY DAY

One platform replaces multiple systems, spreadsheets, and documents. Automate tasks and manage your deals and pipeline in one place with unmatched efficiency and control.

WIN MORE MANDATES

Stand out and build trust with secure, cutting-edge, web-based appraisals, proposals, and CIMs powered by advanced valuation tools and live market insights. 

close deals faster

Close deals in record-time with live buyer insights, AI-powered buyer matching,  automated workflows, and interactive, media-rich CIMs that convert seamlessly into secure, integrated VDRs.

SCALE WITHOUT HEADCOUNT

Handle more listings, more buyers, and more deals with the same team. Admin bottlenecks are gone, so you can grow revenue, not payroll.

Purpose-built for M&A

Every feature is specifically built for better deal execution.

Real-Time intelligence

Get a complete understanding of your most valuable contacts.

Enterprise security

SOC2 Type 2 compliant with local data residency.

ROI In Days

Be live in days not months with white-glove onboarding.

The Platform Built To replace Your Entire M&A Stack

From first contact to final settlement. Everything you need to manage your deals and pipeline.

CRM + CIM Builder + VDR + Automations + Analytics — all in one.

BESPOKE m&a CRM

The Only M&A CRM Built for Closers - Not Data Entry

Stop fighting generic CRMs. CIM-PRO is built specifically for M&A dealflow — buyers, sellers, NDAs, CIMs, VDR access, follow-ups, tasks and pipeline all in one place.

Close more deals. Lose fewer buyers. Spend less time chasing.

Digital CIM's

Create Stunning CIMs in Minutes - Not Days

Ditch Word docs and clunky PDFs. Build beautiful, web-based CIMs instantly with embedded video, images, charts and links.

Then share them globally in one click — and track exactly who viewed what.

Appraisal Builder

Win the Listing With a Professional Valuation in One Meeting

Create a full valuation using multiple proven methodologies — then generate a polished appraisal pack instantly.

Turn that appraisal into a CIM in seconds — no rework, no copy-paste, no wasted time.

ACCESS MANAGER

Control Confidentiality Like a Pro

Lock every CIM and VDR behind permissions. Decide exactly what each buyer can see — and revoke access instantly.

No more “oops” moments. No more forwarding. No more leaks.

AUTOMATION BUILDER

Automate the Follow-Up That Closes Deals

Automatically send NDAs, approvals, buyer updates, reminders and follow-ups via email and SMS.

Your process runs itself — while you focus on negotiations, not admin.

VIRTUAL DATA ROOM

A Deal-Ready VDR Built Into the Workflow

Upload documents once. Organise permissions in seconds. Track requests, document views and buyer progress in real time.

No more separate VDR logins. No more broken workflows.

REAL-TIME ANALYTICS

See Buyer Engagement Instantly

Know which buyers are serious before you waste another call.

Track every interaction — CIM views, VDR views, document opens, and time spent — all in one dashboard.

Plus pitch books, teasers, templates, email campaigns and so much more.

The Secret Sauce for remarkable results

CIM-PRO powers Brokerages, M&A Firms and Investment Banks to streamline and grow their business.

What dealmakers say:

Simple, transparent pricing

Flexible plans for solo brokers to multi-office firms.
No per-deal charges. No document limits. No VDR add-ons. No hidden fees.

Why Top Firms Are Switching to CIM-PRO

The end-to-end M&A workflow system for mid-market M&A firms and investment banks running real deal volume.

CIM-PRO replaces Word, spreadsheets, shared drives, generic CRMs, and bolt-on VDRs with one platform built specifically for sell-side and buy-side mandates.

The old way

Generic CRMs
Built for sales funnels, not M&A execution

System sprawl
Inefficiencies with data scattered across decks, sheets and shared drives

Manual updates
Heavy admin, version chaos, endless status emails, and inconsistent reporting

Bolt-on VDRs
Manual setup, disconnected analytics

Blind buyer distribution
CIMs sent as PDFs with no engagement data

Manual follow-ups
Manual tracking of leads, prospects & buyers. Pipelines run out of spreadsheets and inboxes

Security gaps
Shared logins and ad-hoc permissions

The CIM-PRO way

M&A-native CRM
Every features built solely for M&A execution

Single source of truth 
Every mandate, buyer, NDA and document connected in one place. 

Live visibility
Real-time mandate-level updates across partners, VPs and associates

Integrated, secure VDR
Instant set up with built-in reporting and granular access control

Buyer engagement insights
See opens, time spent, and who’s actually engaged

Automated workflows
Structured outreach, follow-ups and document sharing across your buyer universe

Bank-grade controls
Tiered access, audit trails and full accountability

The Result

Less admin. More control. Better outcomes.

CIM-PRO gives your team a single operating environment — from mandate to close — so partners, bankers, and analysts can move faster, run tighter processes, and scale deal volume without losing visibility.

Hours Saved Per Week
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Built for Professional Deal Teams

CIM-PRO Website Image - Professional Deal Teams

Trusted in North America

Proud 2026 sponsor of the leading M&A & business brokerage associations and conferences.

Our partnerships reflect a commitment to confidentiality, professional standards, and best-practice deal execution across the U.S. and Canada.

2026 Gold Sponsor

International Business Brokers Association

Supporting business brokers with secure CIM delivery and controlled due diligence access for serious buyers.

2026 Exclusive CRM Sponsor

The Leading Association for Lower Middle Market M&A Advisors

Built for lower-middle market advisors who require structured, compliant buyer management and document control.

2026 Event Sponsor

ACG DealMAX - North America’s Premier M&A Conference

Proud to support one of North America’s most respected dealmaking conferences and advisor community.

Why This Matters: Credibility + Standards + Confidentiality + Execution

Ready to Transform your Business?

We would love to give you a complementary, personalized tour of CIM-PRO.

No pressure. No hard pitch. Just at a 15-minute walkthrough tailored to your firm.

Frequently Asked Questions

CIM-PRO is purpose-built for M&A. Every feature – from CIMs to valuations to VDR – is designed specifically for deal execution, not sales pipelines.

Click here to speak to our sales team to find out more about how CIM-PRO compares to other CRMs.

Most firms are live within 3-5 days. Our white-glove onboarding ensures your team is productive immediately.

Start by booking a 15 minute demo here with one of our friendly team members.

Dedicated full-time US based onboarding and support

Absolutely. Start with a free 14 day trial and see CIM-PRO in action on your actual deals.

Simply click here to book a call with our team and they can get you started.

SOC 2 compliant with bank-grade encryption. Granular permissions and detailed analytics on each interaction.

An online version of a Confidential Information Memorandum that lives securely in the browser instead of as a static PDF you email around. Think of it like your online banking workspace but purpose built for M&A.

Everything. CIMs, valuations, VDR, Bespoke M&A AI Powered CRM. No per-deal fees or hidden charges. Simply pay per user.

CIM-PRO integrates beautifully with both Google and Microsoft calendars and Mail

Absolutely. CIM-PRO was built with large teams in mind. Although it works equally as well for single users, high level investment banks, or smaller M&A Firms.

Proudly sponsoring

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