Information Memorandum Preparation
A lender decides whether to read your deal in the first three minutes. If your information memorandum does not answer the right questions in the right order, the deal stalls before it starts. Financely prepares IMs and capital raise packs written by advisors who place debt and equity for a living - not copywriters working from a template.
Who This Is For
Acquisition Buyers
Buyers, management teams, and independent sponsors preparing to approach lenders for senior debt, unitranche, or mezzanine on a business acquisition or MBO.
Business Owners Raising Debt
Owner-managed businesses seeking growth capital, refinancing, or structured debt from private credit funds, family offices, or direct lenders outside the clearing banks.
Project and Asset Sponsors
Sponsors of real assets, infrastructure, or revenue-generating projects raising senior debt, mezzanine, or preferred equity and needing documentation that meets institutional standards.
Choose Your Tier
A fully written information memorandum covering everything a lender needs to make a credit decision. Built from your materials. Delivered in a clean, professional format ready to send.
- Executive summary and investment thesis
- Business overview and operating model
- Market and competitive position
- Management team section
- Historical financial summary (up to 3 years)
- Proposed capital structure and use of proceeds
- Key risk factors and mitigants
- Lender-ready formatting and layout
- One round of revisions included
- Delivery within 10 business days
Everything in the Standard IM plus a financial model, lender targeting list, and a structured approach to the market. The complete package to go from documents to term sheet.
- Everything in the Standard IM
- Three-statement financial model with acquisition or project adjustments
- Debt service and covenant sensitivity analysis
- Base and downside scenario modelling
- Curated lender targeting list (8-12 lenders matched to the transaction)
- Covering note and lender approach strategy
- Management presentation deck (10-15 slides)
- Two rounds of revisions included
- Delivery within 15 business days
- 30-day post-delivery support for lender Q&A
Not sure which tier is right? Submit your deal and we will tell you within one business day which package fits your transaction and what we need from you to start.
How It Works
- 1Submit your deal. Use the form below to tell us about the transaction: deal type, size, sector, and timeline. We revert within one business day with a go/no-go and confirmation of which tier applies.
- 2Send us your materials. We work from whatever you have: management accounts, audited financials, a business plan, heads of terms, or a deck. We tell you exactly what we need and what we can work without.
- 3We write it. Our team drafts the IM and associated documents. You receive a first draft for review within the agreed timeframe. Revisions are incorporated promptly.
- 4You go to market. You receive final documents in editable and presentation-ready formats. Full Capital Pack clients also receive their lender list and approach strategy at this stage.
What Makes This Different
Most IM preparation services are run by document designers or generalist writers who produce a good-looking pack with no understanding of how lenders actually read and assess a deal. Financely's team arranges debt and equity for a living. We know what a credit committee looks for in the first three pages, what financial models get pulled apart in due diligence, and what sections of an IM cause lenders to pass without explanation. That knowledge is in every document we produce.
We do not produce templates filled with your data. We write your deal, in your voice, structured for the specific lender profile your transaction will be presented to.
Fees are payable in advance. Financely does not hold client funds. All engagements are subject to KYC and AML screening. IM preparation is a document advisory service and does not constitute a mandate to place capital. Where the client wishes to proceed to a lender introduction or full debt raise mandate following delivery, a separate advisory agreement applies.