Professional Plan subscribers, will receive tailored documents such as a Valuation Model, Confidential Information Memorandum (CIM), Franchise Brochure, ROI Model, etc, prepared specifically for their business or franchise.
You have complete discretion in using these documents. You can share them with prospective investors on SMERGERS by messaging them from your 'Introductions' page, or upload them to your profile directly to make them accessible to all current and future introduced investors. It is up to you to decide whether you would like the investor to sign an NDA before you share these documents.
Please note, once the professional plan documents are prepared, SMERGERS shares them only with you and not with any other investors. These documents stay completely confidential with SMERGERS.