You will get a Confidential Information Memorandum (CIM) for M&A/PE/Sale
Top Rated
Top Rated
Project details
If you're looking to present your business opportunity in the most compelling way to investors or buyers, I specialize in creating powerful, professional CIMs that not only inform but strategically persuade. With a strong background in financial storytelling, market research, and investor-grade design, I transform raw information into polished documents that reflect your company’s full potential and resonate with serious stakeholders. My CIMs are tailored, visually clean, and built to support funding, M&A, and strategic deals—delivered with precision and a deep understanding of what decision-makers are really looking for.
✅ Investor-focused narrative that highlights your unique value proposition
✅ Clear, data-backed market insights and financial performance analysis
✅ Clean, modern layouts that enhance readability and impact
✅ Experience across sectors including SaaS, real estate, retail, and healthcare
✅ Fast turnaround with attention to detail and brand consistency
✅ Investor-focused narrative that highlights your unique value proposition
✅ Clear, data-backed market insights and financial performance analysis
✅ Clean, modern layouts that enhance readability and impact
✅ Experience across sectors including SaaS, real estate, retail, and healthcare
✅ Fast turnaround with attention to detail and brand consistency
Language
EnglishBusiness Type
Midsize BusinessPlan Format
PowerPointPlan Purpose
Partnerships/Joint VenturesWhat's included
| Service Tiers |
Starter
$200
|
Standard
$450
|
Advanced
$750
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 2 | 2 |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | |||
SWOT Analysis | |||
Customer Analysis | |||
Tailored Marketing Plan | |||
Review & Critique | |||
Financial Forecast | |||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $150
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MS
Mahmoud S.
Jun 22, 2026
Market research for a feasibility study in health care - GCC
Srini is professional and smart. He supported my feasibility study project significantly and showed great skills in both market research and finance.
Would love to work with him again.
Would love to work with him again.
RJ
Renji J.
Apr 21, 2026
Financial Presentation and Pitch Deck Specialist
RJ
Renji J.
Apr 21, 2026
Project Management
SB
Siddhant B.
Feb 6, 2026
Pitch deck creation for grant
NM
Nabat M.
Dec 25, 2025
Meeting financial plan
About Srinivasan
Fundraising Consultant | Investor Pitch Decks | Business Plans
95%
Job Success
Chennai, India - 7:31 pm local time
I help startups transform ideas into investor-ready businesses by creating fundraising materials that communicate a clear value proposition, market opportunity, business model, and financial potential.
Whether you're preparing for Pre-Seed, Seed, Series A, bank financing, grants, or strategic investors, I help you present your business with confidence.
My Services
✅ Investor Pitch Decks
✅ Business Plans & Feasibility Studies
✅ Financial Models (3-Statement, SaaS, Marketplace, Manufacturing, Healthcare, Education & more)
✅ Market Research & TAM / SAM / SOM Analysis
✅ Go-to-Market Strategy
✅ Investor Teasers & Information Memorandums
✅ Valuation Support
✅ Investment Proposals
Why Clients Hire Me
✔ Helped 400+ startups prepare for fundraising and business growth
✔ Delivered 500+ consulting projects across strategy, fundraising, financial modeling, and market research
✔ Worked with founders across 30+ countries including the USA, Canada, UK, UAE, Saudi Arabia, Qatar, Australia, Germany, and India
✔ Supported startups that have collectively raised over $100M in funding
✔ Experience across 20+ industries, enabling faster research and more credible investor materials
Industries Served
• SaaS & Technology
• AI & Automation
• Healthcare & MedTech
• Education & EdTech
• Food & Beverage
• Hospitality & Tourism
• Manufacturing & Industrial
• Renewable Energy
• Real Estate & Construction
• Logistics & Supply Chain
• E-commerce & Marketplaces
• FinTech
• Automotive
• Blockchain & Web3
• Consumer Products
…and many more.
What You Can Expect
I don't simply design presentations—I work with founders to build a compelling investment story supported by market data and financial analysis.
Every engagement is focused on helping you:
• Clearly communicate your business opportunity
• Build investor confidence
• Present realistic and defendable financial projections
• Demonstrate market potential with robust research
• Deliver professional, investor-ready documents
If you're looking for a consultant who understands both the strategic and financial aspects of fundraising—not just presentation design—I'd be happy to discuss your project.
Steps for completing your project
After purchasing the project, send requirements so Srinivasan can start the project.
Delivery time starts when Srinivasan receives requirements from you.
Srinivasan works on your project following the steps below.
Revisions may occur after the delivery date.
Questionnaire
Collection of data / questionnaire from the client