Glossary · People and paperwork
CIM(confidential information memorandum)
In short
The full write-up of a business for sale: financials, operations, team, growth. DealRoom presents it as a structured Deal Book instead of a 40-page PDF.
What it means in a deal
The CIM is the comprehensive business overview that qualified buyers receive after signing the NDA. It covers financial history, revenue concentration, key employees, competitive positioning, and the growth story the seller wants to tell. On DealRoom this becomes a Deal Book — structured sections buyers can navigate directly rather than hunting through a PDF. When you review a CIM, focus on customer concentration, revenue recurrence, and how SDE reconciles to IRS transcripts.
Related terms
Defined by CapBench SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-16 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.
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