If you’re preparing to sell your company or raise capital, the Information Memorandum is what serious buyers​/​investors use to decide whether they lean in, and at what valuation. I build institutional-quality IMs that are clear, credible, and diligence-friendly (not fluffy marketing decks). I’m Wilhelm Bergman (ex Director of M&A, COO​/​CFO). I’ve worked hands-on across 30+ acquisitions and know exactly what buyers ask for early, and what triggers red flags. What you get – A polished IM that tells a tight, defensible story across: – Investment highlights & deal rationale (why this is attractive and why now) – Company overview (history, model, revenue streams, unit economics) – Products ​/​ services & differentiation – Market + competition (simple, credible, not “market is huge”) – Go-to-market (channels, sales motion, pipeline if relevant) – Customers (segmentation, concentration, retention​/​churn, key contracts) – Organization (headcount, key roles, dependencies) – Financials (3Y & YTD, margin drivers, bridge explanations) – KPI pack (ARR​/​MRR, churn, cohorts, CAC​/​LTV where relevant) – EBITDA normalization (one-offs and clean run-rate logic) – Risks ​/​ mitigants and diligence notes – Appendix with supporting tables and definitions Deliverables – Editable IM (PowerPoint) and PDF export – Optional: 1-page teaser, “Week 1 buyer pack” summary, and management presentation structure How we work (efficient and structured) 1. Kickoff: goals, buyer​/​investor profile, timeline, key angles 2. Data request: financials, customer​/​KPI inputs, and existing materials 3. Draft v1: story, structure, and gaps identified 4. Review and tighten: consistency checks, red-flag cleanup, narrative polish 5. Final: buyer-ready IM with clean visuals and clear numbers Best for Founder-led B2B SaaS ​/​ tech-enabled businesses (first-time sale or raise) that want to look professional fast and avoid weeks of back-and-forth answering the same questions. Optional add-ons – Data room structure and diligence readiness (Q&A log, red-flag scan) – KPI rebuild and financial cleanup before launch – Valuation range and deal structure options (earn-out​/​rollover​/​incentives) – Buyer​/​investor mapping and outreach sequencing To get started: share your latest financials (3Y and YTD), current deck​/​notes, and a quick summary of your goals (sell vs raise, timing, target outcome).

Linkedin

https://linkedin.com/in/wilhelmbergman

Advisory Scope Summary

Create a buyer​/​investor-ready Information Memorandum (IM): define the equity story and investment highlights, structure and write all sections, validate consistency across KPIs​/​financials, draft normalized EBITDA and key bridges, and deliver an editable PPT and PDF (with optional teaser and “Week 1 pack” summary).