see cim-pro in action
In this 30-minute session we'll take you through the platform at a high level and talk about how you're running deals now — not an hours-long deep dive.
2026 IBBA Gold Sponsor · Exclusive CRM Sponsor of M&A Source






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.
Most firms are live within 3-5 days. Our white-glove onboarding ensures your team is productive immediately.
Absolutely. Start with a free 14 day trial and see CIM-PRO in action on your actual deals. We can chat to you about this in your demo.
SOC 2 compliant with bank-grade encryption. Granular permissions and detailed analytics on each interaction.
Everything. CIMs, valuations, VDR, Bespoke M&A AI Powered CRM. No per-deal fees or hidden charges. Simply pay per user.
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