PPM FOR SELF-FUNDED SEARCH?
Trying to reach out to investors with my partner to gauge early interest? Is it common to have a PPM for these meetings?
Trying to reach out to investors with my partner to gauge early interest? Is it common to have a PPM for these meetings?
Typically what they shared is that they had informal discussions and got "soft commits" (dependent on specifics of the deal that would be presented). This was followed by a detailed CIM / investment memo when there's a live deal to be discussed.
Following to see if others have different experiences or observations.
Also any example PPM's or decks in this case? I feel strange just sharing the CIM with them as it seems like you aren't adding value.