Outsourced M&A Documents, Engineered for Deal Success.
What we do
At NorthStar Presentation, we create professional teasers and information memorandums that captivate investors and secure funding.
By combining strategic insights with stunning design, we craft presentations that inspire action and help your business stand out. Your story deserves to be told, let’s make it together.
How it works
At Northstar Presentation, we provide expertly crafted, investor-ready M&A documents designed to enhance deal success. We support investment banks, boutique advisory firms, and private equity teams by delivering investment memorandums (IMs), teasers, and CIMs that meet industry standards and captivate investors. Our structured, step-by-step process ensures efficiency and precision at every stage—just as outlined below.
Understanding Your Vision
A free 45-60 minute consultation to explore your business, goals, and story—ensuring alignment before moving forward.
Building the Strategy
We create a strategic framework and begin designing your presentation, ensuring clarity and alignment with your goals.
Signing the Non-Disclosure Agreement
We sign a non-disclosure agreement to ensure your clients' needs and data remain fully protected.
Refining and Reviewing
At 50% completion, we review progress, discuss design choices, and incorporate feedback to stay on track.
Gathering Key Insights
We provide a tailored template to collect essential details, ensuring a structured, data-driven foundation for your presentation.
Delivering the Final Product
Our refined, investor-ready presentation is delivered in the agreed-upon format within one week, ensuring clarity, impact, and professionalism.
Our products
Information Memorandum
An Information Memorandum is more than just a document – it’s a deep reflection of your business’s heart, vision, and true potential. The Information Memorandum takes investors or buyers on a deeper journey, providing the clarity and insight they need to fully understand your business.