Problem
Discretion Capital, a lower middle-market boutique PE firm, needed support creating Confidential Information Memorandums (CIMs) for software startups they were working to get acquired. Their unique approach emphasized crafting compelling market narratives, with a strong focus on enticing Fortune 500 innovation departments.
Approach
I leveraged tools like Gartner, eMarketer, and Forrester to provide a holistic market analysis, while also deeply understanding each startup's financials and growth potential. I worked closely with their team to develop strategic rationales for acquisitions that would align with the needs of Fortune 500 buyers.
Several of the startups I supported were successfully acquired by Fortune 500 companies looking to expand into new markets, thanks to the well-researched CIMs and compelling strategic narratives.
