# AI information memorandum (IM / CIM) creation for corporate finance firms

> Mindro builds information memoranda on layouts from your firm's own historic IMs for the sector, with one click from any figure back to its source document, at every stage.

URL: https://www.mindro.co/information-memorandum
Last updated: 10 October 2026

**Short answer:** Mindro takes on the grunt work of the information memorandum (IM or CIM) so the deal team can focus on the equity story. It builds each IM on layouts from your firm's own historic IMs for that sector, drafts from a digital twin of the target made of thousands of data points in the client's materials, and keeps end-to-end traceability: at every stage, including the final document, one click takes you from any figure back to its source document. When the client materials contain enough data, a strong first draft is ready within the first day after they arrive.

Diagram: Diagram of the Mindro brain in three layers. Your firm's documents and client materials feed the bottom layer, the firm brain: what your firm knows, including sector knowledge, deal precedents, buyer behaviour, and models and IM templates. Above it sits the deal layer, a digital twin of the target covering financials, commercial, operations, people, market and legal, with every figure traceable to its source. The top layer shows the outcomes: IM creation, pitch preparation and buyer matching. A side band notes that everything is secure and governed: EU storage, full audit trail and tenant isolation.

## The craft Mindro supports

An IM has to hold everything a buyer needs to make the buying decision, and it has to tell a compelling equity story. It mixes rigorous evidence with storytelling about what the business could become. Every number must be fully evidenced, triple-checked and accurate, and every slide must still be clean, visually compelling and easy to digest. Packing high-signal slides with many data points is hard, and corporate finance professionals have become very good at it. Mindro takes on the grunt work: harvesting the data, laying out the slides and checking every figure against its source.

## Built on your firm's own IMs

Mindro builds each IM on layouts from your firm's own historic IMs for that sector. What worked for your firm in past processes is applied again, with AI, instead of a generic template. The IM follows your house style and is produced in PowerPoint, which is what most firms work in; you can export a PDF from there.

## One click from any figure to its source

Traceability runs end to end. At every stage of the process, from the first draft to the final IM, one click takes you from any figure back to the source document behind it. Associates check numbers at the source instead of rebuilding them, and partners can sign off knowing where every data point comes from.

**In use today:** End-to-end, one-click traceability to source documents at every stage up to the final IM is in use today on live mandates at corporate finance firms.

## How Mindro creates an IM

| Step | What happens | Who owns it |
|---|---|---|
| 1. Connect client materials | Financials, management documents, contracts and prior memos (Excel, PowerPoint, Word, PDF and similar) are loaded into the mandate's company realm, classified and organised | Deal team |
| 2. Build the digital twin | Mindro structures thousands of data points about the target into a digital twin | Mindro |
| 3. Draft on your layouts | Each section is drafted from the twin on layouts from your firm's historic IMs for that sector | Mindro, reviewed by the deal team |
| 4. Shape the equity story | The equity story desk works with the deal team on the narrative | Partners and deal team |
| 5. Check and finalise | Every figure links back to its source document; the deal team checks and signs off | Associates and partners |

## Desks behind the IM

The IM desk drafts the document. The equity story desk supports the narrative, and the document classification desk classifies and organises the client materials in the company realm. The deal team stays in charge of judgement, narrative and the final document.

## Governed by the company realm

All confidential client and deal material is processed in one governed environment and never used for training. The standard SaaS runs fully in Europe and every data access is logged by user, tool and time. [How the company realm works](https://www.mindro.co/company-realm)

## What clients say

“Working with Mindro enables us to unlock all our intelligence and data in a much more efficient way. Consequently, our team has more time to focus on the needs of our clients.” **Edwin Bosma, Managing Partner BHB Corporate Finance**

## Frequently asked questions

**Does Mindro replace the deal team?**
No. Mindro takes on the grunt work; the deal team owns the equity story, the judgement and the final document.

**Can it follow our IM layouts?**
Yes. Mindro builds each IM on layouts from your firm's own historic IMs for that sector. Output is PowerPoint, and you can export a PDF from there.

**Can we trace every figure in the IM?**
Yes. At every stage, including the final document, one click takes you from any figure back to its source document. This is in use today on live mandates at corporate finance firms.

**How quickly do we get a first draft?**
When the client materials contain enough data, Mindro produces a strong first draft of the IM within the first day after they arrive.

**Which data does it use?**
Only the client materials and sources you connect to the mandate's company realm, processed in one governed environment with every access logged.

[What the firm brain is](https://www.mindro.co/firm-brain) · [How to write an IM](https://www.mindro.co/guides/how-to-write-an-information-memorandum) · [See how the company realm works](https://www.mindro.co/company-realm) · [All use cases](https://www.mindro.co/use-cases) · [Book a briefing](https://www.mindro.co/contact)