CIM Screen

Screen every CIM against your investment criteria.

Project Atlas CIM · 88 pages

Screening memo ready

Revenue · $62M, growing 18%

Top 3 customers · 41% of revenue

Criteria miss · EBITDA under floor

Fits 4 of 5 criteria · 6 questions

What is CIM Screen?

A Kanu workflow for private equity deal teams. It reads a confidential information memorandum, checks the company against your investment criteria, and writes a short screening memo with the business summary, key financials, risks and the questions to ask management. The deal team decides what happens next.

Why teams use it

Inbound CIMs pile up faster than a deal team can read them. Kanu gives every one a first read against your criteria, so the team spends its time on the companies that fit.

How it works

A CIM arrives by email or lands in a data room.
Kanu reads the full document, financial tables included.
It checks the business against your criteria and past deals in your CRM.
It writes a screening memo in your template, with risks and questions.
The deal team reviews the memo and makes the call.

Who it’s for

Deal teams, associates and principals at private equity and growth equity firms.

What stays with your team

Your team decides which deals move forward. Every figure in the memo links to the page of the CIM it came from.

CIM Screen

Industry

Private Equity

Trigger

A CIM arrives

Connects to

Deal inbox, CRM and your criteria

Output

Screening memo against your criteria

Book a demo

Browse all workflows

IC Memo Draft

IC memo in your template

Kanu turns diligence materials, models and notes into a first draft of the investment committee memo in your template, for the deal team to edit.

IC Memo Draft

IC memo in your template

Kanu turns diligence materials, models and notes into a first draft of the investment committee memo in your template, for the deal team to edit.

Data Room Review

Red-flag list with sources

Kanu reads every document in a data room and builds a red-flag list, from change-of-control terms to customer concentration, each linked to its source.

Data Room Review

Red-flag list with sources

Kanu reads every document in a data room and builds a red-flag list, from change-of-control terms to customer concentration, each linked to its source.

Portfolio Reporting Pack

KPI pack against budget

Kanu collects monthly reports from portfolio companies and builds one reporting pack with KPIs against budget, ready for your team to review.

Portfolio Reporting Pack

KPI pack against budget

Kanu collects monthly reports from portfolio companies and builds one reporting pack with KPIs against budget, ready for your team to review.

IC Memo Draft

IC memo in your template

Kanu turns diligence materials, models and notes into a first draft of the investment committee memo in your template, for the deal team to edit.

Data Room Review

Red-flag list with sources

Kanu reads every document in a data room and builds a red-flag list, from change-of-control terms to customer concentration, each linked to its source.