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:
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Your complete deal management toolkit
Manage leads, build pitch books, publish CIMs, track buyers, and close deals - all in one platform.
CRM & PIPELINE
Close prospects and automatically connect new listings with buyers with the most advanced CRM for deal makers, featuring AI powered buyer matching, lead pipelines, contact history and smart campaigns.
digital CIM's
No more wrestling with Word Documents. Create beautiful, interactive CIM's in minutes. Include videos, photos and links. Translate CIM's in real time and sell your listings internationally.
Appraisal Builder
Close more leads with slick appraisals. Four valuation methodologies, stock sales and AI powered multiple finder all included. Add a proposal section and win the client.
Access Manager
Protect your clients by locking people out of CIMs and controlling what level of information users have access to.
Automation Builder
Reclaim your time. Use automations to give enquirers CIM access, then follow them up magically via SMS and email.
Virtual Data Room
Convert your CIM into a simple, secure vault. Manage access, fulfil requests, view analytics and finish the deal.
Plus pitch books, teasers, templates, email campaigns and so much more.
The secret behind M&A Advisory Success
Brokerages, M&A Firms and Investment Banks leverage CIM-PRO to streamline and grow their business.
What dealmakers say:
CIM-PRO streamlines workflow and allows me to generate appraisals, pitch books and Business IMs in a professional format. It's the best I've seen in the industry and given the regular enhancements and updates it will continue to be a market leading tool.
CIM-PRO has been a game-changer for managing our Business Buyers. It's easy to use, integrates well with our systems, and keeps the team organized with real-time insights. Highly recommend for anyone in the M&A industry, a must have.
CIM-PRO's interactive format makes CIMs engaging and compelling for buyers—taking half the time to prepare. What used to be a long, manual process is now streamlined, allowing me to produce high-quality CIMs faster and win more business.
CIM-PRO has halved the time it takes me to appraise and sell a business. If you're not using CIM-PRO, you're not using your time efficiently. Both my time and conversion rate from listing to sale are far beyond what I've ever achieved before. Strongly recommend.
CIM-PRO's appraisal feature has made valuations faster, more accurate, and incredibly easy to present to clients. What used to take hours is now automated, giving me reliable data in minutes. Sellers are impressed with the professionalism.
Why leading Deal Makers Choose CIM-PRO
The all-in-one platform that saves time, increases win rates, and reduces costs.
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Ready to Transform your Business?
We would love to give you a complementary, personalized tour of CIM-PRO.
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