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What Firms Running Real Deal Volume Say

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Run Your Deals on a Platform Built for M&A

Stop forcing M&A deal execution into tools built for someone else. CIM-PRO gives you a single operating environment — from first buyer introduction to final close — with the automation, intelligence, and team visibility to handle more deals without adding headcount.

Solo broker or full investment bank. CIM-PRO scales with you.

No per-deal charges. No hidden fees. No VDR add-ons.

Simply pay per user — and get everything: M&A CRM, CIM builder, appraisal tool, integrated VDR, AI-powered buyer matching, and more.

Most firms are live within 3–5 days. White-glove onboarding included.

Frequently Asked Questions

How is CIM-PRO different from other CRMs?

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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