Shared conversations
Bring a colleague into the conversation
Share a conversation with a project so its members can follow the questions, source references, and work already done.
Workflows / Information memoranda
From company materials to a clear investment story.
Bring company information, financial analysis, and management input together. Work with agents to prepare an information memorandum that helps prospective buyers or investors understand the business.
One business. From source materials to the memorandum.
Follow the same company through gathering the inputs, developing the analysis, and preparing a draft for your team's review.
01 / Gather the company materials
Bring the business and the brief into view.
Collect management presentations, financial statements, forecasts, and information about the company's products, customers, and markets. Add the transaction brief and your preferred structure so Vesence can help organize the inputs and identify what is missing.
02 / Develop the analysis
Build the business story around the supporting detail.
Work through the company's performance, revenue mix, market position, and growth plans. Ask Vesence to help organize the financial analysis and draft the key messages, keeping historical results, forecasts, and management assumptions clearly distinguished.
03 / Prepare the memorandum
Turn the reviewed material into a coherent memorandum.
Use your team's template to draft the business overview, market context, financial performance, and growth plans. Carry the reviewed analysis into the document, refine the wording with management, and check the figures and open points before circulation.
Behind every step
Keep the story and its supporting detail together.
Tracked changes
Keep control of the next draft
Review proposed changes across the memorandum, financial workbook, and correspondence before including them in the next version.
Shared projects
Bring your files and colleagues together
Create a project for the work, add the relevant files, and share it with colleagues so everyone can work from the same material.
Bring your next information memorandum into focus.
See how Vesence connects company materials, financial analysis, and the next draft.