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IMs and teasers

An IM where every figure has a source.

Batonford drafts the information memorandum and the blind teaser from the same evidence as the appraisal, in your firm's branding. Every figure is cited and checked, and the vendor signs off before anything goes out.

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The information memorandum for Harbourside Café, drafted in the firm's branding. Revenue of $1,212,400, SDE of $168,400 and the lease term each cite their source. The QA check finds seating listed as 60 when the lease plan says 48 and corrects it. The vendor signs off on version 3 and the blind teaser is ready.

IM · Financial performance

Harbourside Café · draft 3

Cited
Revenue FY26$1,212,400 · P&L p.1
SDE FY26$168,400 · Appraisal
Lease remaining2 + 5 years · Lease cl. 3.1
Seating48 inside · Lease plan p.6

Drafted from the deal file

The IM is written from what you've already gathered: the appraisal, the vendor's answers and the documents. Industry templates set the structure and your brand kit sets the look.

  • Sections and wording suited to the industry
  • Your logo, colours and disclaimers on every page
  • Every figure cites the document and page it came from
  • Edit anything. Your changes stay through later drafts.

QA check

IM draft 3 · 64 figures

1 to fix
Figures matched63
SeatingIM 60, lease plan 48
Unsupported claimsNone
Changed since appraisalNone

Checked before it's sent

A QA check compares every figure in the IM with its source and flags claims nothing supports. The mistakes a buyer's accountant would find, found first.

  • Figures matched to their sources, line by line
  • Unsupported claims flagged for you to back up or remove
  • Numbers that changed in the appraisal updated through the IM
  • A clean check before the vendor sees the final draft
A boutique owner holding a tablet in her clothing shop

Vendor approved

Sam Nguyen · version 3

The vendor signs off

Share the draft with the vendor in their portal. They comment, approve and every version is kept, so there's a record of what they agreed to.

  • Vendor comments on the draft, in one place
  • Approval recorded with the version and date
  • Every version kept and compared
  • VIC s52 vendor statements drafted from the same file

Blind teaser

Project Harbour

Ready
BusinessWaterfront café, Sydney
SDE$168k
Lease2 years + 5 year option
Left outName, street, staff

A teaser that gives nothing away

The blind teaser is drafted from the IM with the name, address and anything identifying left out. Listing copy for each portal follows from the same source.

  • Identifying details removed and listed for you to check
  • Headline figures carried across from the cited IM
  • Ad copy written for each portal's format
  • Your branding throughout

Also in IMs and teasers

Sale documents, done properly.

Cited IM

Every figure linked to its source document and page.

Blind teaser

Drafted from the IM with identifying details removed.

QA check

Figures matched to sources, unsupported claims flagged.

Vendor sign-off

Comments, approval and every version kept.

VIC s52 statements

Drafted from the deal file for Victorian sales.

Your brand kit

Logo, colours and disclaimers on everything you send.

Before you ask

Questions about IMs.

Will every IM read the same?
No. Each is drafted from its own deal file, with sections suited to the industry. You edit the wording and your changes carry through later drafts.
Can we use our own template?
Yes. Your brand kit sets the look and your disclaimers. Industry templates set the structure and you can change both.
Who signs off?
You and the vendor. Nothing goes to a buyer until you've released it.

Keep exploring

Appraisals

Sourced appraisals that win the mandate

Vendor portal

The paperwork in, without the chasing

Buyers and data room

The right buyers, in stages

See it on one of your own deals.

A 20-minute demo. Bring a recent appraisal or a live listing.

Book a demoAbout founding firms