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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 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.
Handle more listings, more buyers, and more deals with the same team. Admin bottlenecks are gone, so you can grow revenue, not payroll.
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.
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.
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.
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.
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.
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.
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.
Flexible plans for solo brokers to multi-office firms.
No per-deal charges. No document limits. No VDR add-ons. No hidden fees.
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.
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
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
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.
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.
Supporting business brokers with secure CIM delivery and controlled due diligence access for serious buyers.
Built for lower-middle market advisors who require structured, compliant buyer management and document control.
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.
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.
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