Deal Memo Reviews 39

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!

Excellent work! I couldn't be more pleased with the CIM that Ben and his team created for a $12mm Roofing company we recently took to market.

Deal Memo is an integral partner to us and helps us serve owners on our platform better. We enjoy working with Ben and his team and can recommend them to anyone!

Very communicative, great turnaround time, very professional, and a beautiful and effective CIM!

Ben and team were professional, detail-oriented, and delivered exactly what we needed. Communication was clear throughout the process, and the final product was high quality from start to finish - highly recommend!

Ben and Dealmemo was fantastic to work with! I had them develop a CIM for my company and it was quick but world class! Highly recommend!

Deal Memo did a great job helping us with Marketing Materials / Investment Memo items we needed! Resulted in us rounding up ~$15M for an investment. Thank you Deal team!

We switched from In-house CIM and Teaser writing to Deal Memo and are extremely please with the quality of their work, their turn around time and communication!!

I would highly recommend them!!!

Ben and his team are extremely communicative and deliver excellent work! We can't wait to work with them again. Highly recommend.

Ben and team were great. Quality document, very fast turnaround. I was particularly impressed with how well the initial draft came out with very little input from me. Well done and would use them again.

We hired Deal Memo to help us build out a large client's teaser & CIM. Ben's team is speedy, thorough, and a genuine pleasure to work with! I've been consistently impressed with the level of detail that goes into each document. Thanks, Deal Memo!!

Ben and his team are as professional as they come. Their hardened process allows for efficiency in creating their deliverables for their clients. We have received so much positive feedback from our customers and clients; thank you for making us look better.

Our experience using this service as a small company has been great. Everything as advertised and it has allowed us to scale our practice. Content is professional and the team behind the material is knowledgeable and professional. Quick turn around time has been helpful to move fast.

Deal Memo does a great job preparing professional CIMs and teasers for us. As an M&A advisor and having seen CIMs from all around, I can confidently say that Deal Memo provides great quality CIMs with a quick turnaround time. Highly recommend.