The deal worksheets
- free tools on this site
- 3
- figures they ask you for
- 13
- answers they give back
- 13
- CIM investment banking, on the worked example
- $11,514
Three worksheets, each one a question a deal desk actually has to answer with a number rather than an opinion: what a mandate earns at the fee and retainer you agreed, what it costs you to chase a diligence request list that is only two thirds answered, and what a transition services agreement charges the buyer over its term. They are free, they need no account, and each one publishes the worked example it was built from so you can check the arithmetic before you trust it.
Every figure printed on this site is arithmetic on the worked example we publish: a $12,000,000 enterprise value at a 5% success fee, a $12,500 monthly retainer over nine months, 14 live mandates closing at 35%, and a CIM of 9 sections at 6 pages drafted at 1.8 hours a page for $95 an hour. Change any of those on a worksheet and the numbers change with them. Nothing here is a market statistic and nothing is quoted from a third party.
- CIM investment banking Price the CIM: sections, pages a section, analyst hours a page, review hours and a loaded hourly cost. Free
- Investment banking deal flow Value the live book: mandates on the desk, the share that reach close, average enterprise value and the success fee percentage. Free
- Investment banking fees Price a mandate: enterprise value, success fee percentage, monthly retainer and months to close, and it returns the fee at close, the retainers billed, the total and what is payable if retainers are credited. Free
Cite or embed this figure
CIM investment banking (What producing the CIM costs): $11,514, Mandatzo, worked example.
Cite as: "Mandatzo tools", updated 2026-09-06, https://mandatzo.com/tools/.