Deal MemoReviews of dealmemo.com

I've been very pleased with Deal Memo to-date. Ben has been super responsive, and his team creates a quality CIM much more efficiently than I can on my own. By partnering with Deal Memo, I was able to take a new deal to market 3-4 weeks faster than I had expected, which freed up more time to interact with prospective buyers. Several parties commented on the quality of the CIM, which I'm sure helped increase the number of IOIs. I highly recommend Deal Memo to M&A sell-side advisors who are exploring ways to be more efficient and effective.

In the middle market, the CIM isn’t a formality—it’s the marketing book for the deal. Get it wrong and you don’t just lose price, you lose leverage, momentum, and sometimes the right buyer altogether. That’s why I use DealMemo. DealMemo.com specializes in done-for-you, white-labeled sell-side materials built for real transactions—CIMs, teasers, CBRs, and investor decks that speak to sophisticated buyers. They understand what private equity groups, family offices, and strategic buyers actually care about, and they know how to present a business without overselling or cutting corners. What I value most is efficiency without sacrificing quality. They handle the interviews, structure the story, package the financials, and deliver a clean first draft quickly. That allows me to stay focused on strategy, positioning, and buyer outreach instead of wrestling with Word documents and formatting. This is not a mass-market content shop. It’s a practical, professional solution for middle-market advisors who want their deals taken seriously from the first impression. If you work in the middle market and want sell-side materials that support strong outcomes—not just “check the box”—DealMemo is well worth using.

We have always done our CIMs internally but felt that our graphics and overall presentation were lacking. Ben and his team were great to work with, fast turnaround, and turned changes quickly and accurately, even handwritten slides with drawings on them. While we still will provide the content, we will let them handle making it look great.

Working with Ben was such a smooth process. He was thorough, detail-oriented, and made the CIM look extremely professional. Highly recommend!

We sell digital agencies an SaaS companies, and the CIMs and teasers that DealMemo creates make it easy for our buyers and investors to review. Super responsive and their team understands M&A terminology so I don't have to spend a lot of time explaining things like EBITDA, CIM, etc. Highly recommended!

They do a great job with the entire process from start to finish

Great CIM created by Deal Memo. In particular, the turnaround was incredible and the collaboration very smooth.

Outstanding services provided by Deal Memo on a CIM document that we used to market a company in Texas. Response time was quick, knowledge of what we wanted to achieve in the document was there every step of the way. Would recommend them to anyone looking for a first class, professional document!