Show up with a polished, methodology-backed valuation — and walk out with the mandate. CIM-PRO delivers a professional appraisal in the time it used to take you to open Excel.









Every broker on your team is applying different multiples, different assumptions, and different formatting. There’s no standard. There’s no quality control. And sellers notice.
Pulling industry context, justifying your valuation, formatting the report — you’re spending a full day on work that should take thirty minutes. That time belongs on your next listing.
No charts. No interactivity. No visual engagement. You’re handing a seller a static PDF and hoping it impresses. It doesn’t. Your competitors are doing the same thing.
Every time a seller asks for a stock sale appraisal, you’re rebuilding from scratch in a different tool — or winging it. That’s risk. That’s inconsistency. That’s time you’re billing for and shouldn’t be.
All that financial work — every assumption, every adjusted figure, every metric — gets left behind the moment you open a blank CIM template. You copy-paste. You reformat. You rebuild. There is a better way.
Choose from a full range of built-in, industry-standard valuation methodologies — complete with comprehensive financial analysis, normalized balance sheet, multiples calculator, and business risk calculator — ensuring every appraisal is consistent, rigorous, and defensible.
Present both both business sale and stock sale outcomes side-by-side within a single appraisal. No switching tools, no rebuilding assumptions, no separate spreadsheet hidden on someone’s desktop.
Dynamic, interactive reports bring your valuation to life — with charts that visualize key financial metrics, embedded video overviews, and the ability to embed your company website directly into the appraisal. And when you win the mandate, the financial analysis transfers directly into the CIM with one click. No rework required.
Advanced AI integrations instantly generate high-quality appraisal commentary — industry context, valuation justifications, risk factors, and narrative framing. What used to take hours of writing and formatting is ready before your coffee gets cold.
Built-in language and currency converters allow clients to view your appraisal in their preferred language and currency — instantly, with no manual reformatting. No reformatting for international buyers or cross-border deals. Your appraisal speaks their language, literally.
Shared an appraisal and the lead went cold? Disable it with a single click. The moment you pull access, the document is longer viewable by external parties. You control your materials at all times.
EVERYTHING IN ONE PLATFORM
CIM-PRO combines everything into a single, seamless listing workflow. A full valuation using multiple proven methodologies. A polished, interactive appraisal pack generated in minutes. And when the seller signs — your appraisal becomes the foundation of the CIM in seconds. No rework. No copy-paste. No starting over.
OUTCOME: You outclass the competition, convert more mandates, and launch the CIM without wasting a single hour of the work you’ve already done.
Inconsistent Valuation Methodologies
Each broker picks their own multiples and assumptions.
Static, Forgettable Appraisals
PDFs and spreadsheets that fail to impress and lose momentum before the first meeting.
Separate Tools for Each Sale Structure
Rebuild the appraisal from scratch for asset and share sale scenarios.
Manual, Time-Intensive Content Creation
Hours spent writing, formatting, and pulling together industry insights.
No Access Control After Sending
Once a PDF is shared, it’s out there. There’s no way to track or revoke access.
Inconsistent Disclaimers & Easy to Miss
Manual processes lead to missing or incorrect disclaimers.
Standalone Disconnected Documents
Appraisals sit outside your workflow with no connection to deals or data.
Multiple Industry-Standard Methodologies
Plus multiples calculator, business risk calculator, normalised balance sheet, and financial analysis — all in one tool.
Interactive, World-Class Web-Based Appraisals
High-impact, easy-to-navigate reports with charts, tables, and embedded media. Designed to engage and convert.
One Appraisal. Two Sale Structures
Evaluate both asset and share sale outcomes side-by-side in the one appraisal.
Quality Content in a Flash
Advanced AI-integrations that delivers polished outputs in minutes.
Instantly Access Control
Revoke access to any appraisal at any time with a single click.
Built-In Compliance, Every Time
Automated controls ensure every appraisal includes the correct disclaimers.
Fully Integrated in Your Deal Workflow
Seamlessly sits alongside your notes, CIM, appraisal, and VDR in one platform.






You’re competing against brokers who are still building appraisals in Word and Spreadheets. Show up with something better. Win the mandate. Convert the appraisal into a CIM without starting over. Close the deal faster.
CIM-PRO gives you the tools. Your process runs itself — while you focus on negotiations, not admin.
Join the advisors across North America who are winning more mandates, spending less time on admin, and building better businesses with CIM-PRO.
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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