PB, CIM, OM, PPM
Which document should I go with?
When you're preparing to raise capital or sell a business, selecting the right investor document is critical. While these documents often get confused or used interchangeably, each serves a distinct purpose - and our team at Pro Business Plans specializes in creating all of them.
Go with a Pitchbook if...
- You're starting conversations with investors, buyers, or lenders
- You want 15 - 25 slides that position your firm, fund, or deal at a glance
- You prefer a visual, concise story
(optionally paired with a one-pager)
A sharp deck that gets meetings.
Confidential Information Memorandum
Go with a CIM if...
- You're selling a company to vetted buyers
(NDA in place) - You need 20-40+ pages that hold up in diligence
- You want what buyers expect: highlights, operations, financials, market, growth, risks
The core buyer document that drives qualified interest.
Offering Memorandum
Go with a OM if...
- Your raise/sale is outside the U.S. or more informal
- Your investors expect an OM format
(often similar to a CIM)
A market-norm alternative to a CIM, tailored to your venue.
Private Placement Memorandum
Go with a PPM if...
- You're running a private securities offering
(e.g., Reg D) - You need legal disclosures: risk factors, use of proceeds, investor eligibility, subscription docs
We're not a law firm; we coordinate closely with counsel.
