Blind profile
A short anonymous summary that tells buyers or investors what is on offer without naming the business.
Present the business the way a buyer reads it.
Blind profiles, company profiles and information memoranda for a sale or a raise: what the business does, how it earns and the numbers behind it, prepared for buyers and investors who will check them.
The documents a sale or a raise needs, in the order the other side asks for them.
Company profile
The business set out in full: its activity, customers, team, history and financial track record.
Information memorandum
The detailed document for parties who have signed a confidentiality agreement, with the numbers behind the story.
Financial summary
Historic results and normalised earnings, so the figures in the profile match what diligence will find.
Information request list
What buyers will ask for, prepared early so the data room is ready when they ask.
Valuation support
Where it is needed, a valuation on the same numbers, so the asking price and the profile agree.
What a buyer or an investor checks in a profile.
Normalised earnings
Explained
One-off and owner-related items shown, so profit is not overstated
Consistency
One set of numbers
The profile, the model and the data room tell the same story
Confidentiality
Blind first
The business is named only to parties who have signed a confidentiality agreement
Customer base
Concentration
How much of the revenue depends on a few customers, stated before a buyer finds it
Four steps, in this order, every time.
- 01
Scope
We agree the transaction, the audience and what can be disclosed at each stage.
- 02
Gather
We send an information request list and work through the historic numbers with you.
- 03
Draft
The blind profile first, then the full profile or memorandum, built on the same figures.
- 04
Support
We update the documents and help answer buyers' and investors' questions as the process runs.
If yours is not here, it is one email away.
A one or two page summary of a business that is for sale or raising capital, written without naming it. It lets interested parties say whether they want to know more before any confidential information is shared.
A company profile is a concise presentation of the business. An information memorandum is longer and more detailed, and goes only to parties who have signed a confidentiality agreement. Smaller transactions often need only the profile.
Yes. The structure is the same: what the business does, how it earns and where it is going. A raise adds the use of funds and the plan the money pays for.
Not for the profile itself, but they must agree with the financial statements and with what diligence will find. Where the accounts are audited, the profile is built on them.
Show the business before they ask.
Buyers and investors decide early whether to look further. A clear profile on numbers that hold up is what they need to decide.
No slide deck. No obligation.