You have the vision. Let鈥檚 put it into words.
Turn your business, project or next big idea into a professional Information Memorandum you can confidently share with banks, private funders, investors and family offices.
- Written and reviewed by our team
- Bonus concise business plan included
- Ready for banks, funders and investors
Fixed price, including GST
Information Memorandum + bonus concise business plan
Simply complete the form, attach any existing plans or financials, and we鈥檒l do the rest. Your professional pitch is typically ready within two working days.
Secure card payment via Stripe. You submit your business information straight after payment.
Have a question before getting started? Call 1800 858 696.
Introductory offer closes 31 October 2026 at 11:59 pm (Brisbane time), or earlier once all places are taken.
Introductory price available now: $495 instead of $990. Places are limited.
Why it matters
A good business or project still needs a clear, professional explanation.
The people deciding whether to lend, invest or partner with you are rarely in the room when the decision is made. Your Information Memorandum speaks for you.
Good businesses get overlooked
Funders review many opportunities. If the strengths of yours are buried in emails, spreadsheets and conversations, they are easy to miss.
Unclear proposals slow everything down
Every missing figure or vague answer adds another round of questions, and momentum is lost while you chase information.
First impressions shape trust
A well-organised, honest document signals that you understand your business and take the funder's time seriously.
Who it helps you with
One document, written for the people who matter to your next step.
Banks and lenders
Present trading history, cash flow, security and the purpose of the loan in the order a credit assessor works through them, so your application is easier to assess.
Private funders
Help them understand the opportunity, funding requirement, risks and proposed repayment or exit pathway, so they can assess whether it fits their requirements.
Investors and family offices
Explain the opportunity, growth plan, team and use of funds with the depth that wholesale and sophisticated investors expect before a first meeting.
Business planning
Even without a raise in sight, the process sharpens your thinking. Owners use it to align partners, brief advisers and plan the next stage with confidence.
What's inside
What an Information Memorandum contains
A structured document that takes a reader from first impression to a well-informed view of your business, tailored to your situation.
- Executive summary
- Business overview and history
- Products, services and customers
- Market opportunity and competitors
- Management and ownership
- Financial performance and forecasts
- Growth plan and roadmap
- Capital sought and use of funds
- Key risks and how they are managed
- Important disclosures
Information Memorandum
Example Logistics Pty Ltd
1. Executive summary
An established regional freight business seeking growth capital to add refrigerated capacity, supported by long-standing customer contracts and a clear plan for the funds.
Revenue
$X.Xm
Years trading
XX
Capital sought
$X.Xm
8. Use of funds
What you receive
Finished documents, not a template to fill in.
Professionally written Information Memorandum
A complete, structured document prepared from your information and reviewed by our team before it reaches you.
Bonus: concise business plan
A shorter companion plan covering your strategy, goals and next steps, ideal for internal planning or an initial conversation.
Ready-to-share files
Delivered in a clean, shareable format so you can send it to a bank, funder or investor with confidence.
How we work
Prepared by our team. Built around your business.
Our team organises your information, shapes your story, writes and reviews your documents. Technology supports the process, with a team member responsible for the finished work.
We prepare and write
Our team organises your information into a clear narrative, written in plain, professional language that suits your audience.
We review every document
Each document is checked for consistency, completeness and tone. Where something is missing or unclear, we ask rather than guess.
Supported by technology
Our platform helps us structure, draft and format efficiently, which is how we deliver a high standard at a fixed, accessible price.
The process
Three simple steps
- 1
Purchase the service
Pay securely by card. Your order is confirmed straight away.
- 2
Submit your business information
You go directly to a guided form. Share the details and upload any documents you already have, such as financials or a pitch deck.
- 3
We prepare your documents
Our team writes and reviews your Information Memorandum and bonus business plan, and contacts you if anything needs clarifying.
Secure card payment via Stripe. You submit your business information straight after payment.
Pitch your deal on BizDealRoom for free
Don鈥檛 forget, you can pitch your deal on BizDealRoom absolutely free. Bring your own pitch or have our team prepare it for you鈥攖he choice is yours. You only pay if you choose to have your deal promoted.
Give your business the explanation it deserves.
A professionally written Information Memorandum and a bonus concise business plan, prepared and reviewed by our team, at one fixed price including GST.
Secure card payment via Stripe. You submit your business information straight after payment.
Have a question before getting started? Call 1800 858 696.
Introductory offer closes 31 October 2026 at 11:59 pm (Brisbane time), or earlier once all places are taken.
Introductory price available now: $495 instead of $990. Places are limited.