CUSTOM DOCUMENT SERVICES
Done-for-You Documents
Submit your business details. Receive a professionally crafted, ready-to-use document in 5 business days. Built from scratch, not a template with your name plugged in.
1
Choose Your Service
Select the document you need and complete checkout.
2
Submit Your Details
Fill out our intake form with your business information and financials.
3
Receive Your Document
Your completed document is delivered within 5 business days. Two revisions included.
INDIVIDUAL SERVICES
Custom Documents Built for Your Deal
BUNDLES
Save with Complete Packages
BEST VALUE FOR SELLERS
Seller’s Complete Package
Everything a seller needs to go to market. We build your full CIM, teaser, and lender package as a cohesive set of materials with consistent messaging and branding. This is what a boutique M&A advisory firm would charge $15,000+ to produce.
Includes: Full CIM + blind teaser + financial exhibits + two rounds of revisions on each document
Buyer’s Capital Raise Bundle
The complete capital raise package for business buyers. Includes a custom equity investor deck and a lender package, built to work together so your equity pitch and debt request tell a consistent story.
Includes: Equity capital raise deck + debt/lender package + two rounds of revisions on each
Full Transaction Bundle (Buyer)
Everything a buyer needs from LOI through close. Includes the capital raise deck, lender package, CIM analysis framework, due diligence checklist, and deal screening tools. The most comprehensive buyer package we offer short of Acquisition-in-a-Box.
Includes: Capital raise deck + lender package + Buyer’s Acquisition Toolkit (template) + two rounds of revisions on done-for-you documents
PREMIUM
Acquisition-in-a-Box
Our most comprehensive offering. Every document a buyer needs for a complete acquisition, from initial screening through post-close. Includes all done-for-you documents plus the full template toolkit. Designed for serious acquirers who want institutional-quality materials across the entire transaction lifecycle.
Includes: Capital raise deck + lender package + CIM + Buyer’s Acquisition Toolkit + Seller’s Exit Toolkit + Complete Deal Room templates + two rounds of revisions on all done-for-you documents
Service Add-Ons
Expedited Delivery
+$497
Receive your first draft within 2 business days instead of 5. Available on any custom document service.
Additional Revision
+$197
Need more than two rounds of revisions? Add an additional revision cycle to any custom document order.
Financial Model Build-Out
+$997
Custom 3-5 year financial projection model with scenario analysis, built specifically for your business. Add to any CIM or Lender Package order.
Common Questions
How is this different from a template?
Templates give you the structure and you fill in the content. Our custom services build the entire document from scratch using your specific business details, financials, and story. The result is a polished, narratively complete document ready to send directly to buyers, lenders, or investors.
What do you need from me?
After purchase, you’ll be directed to an intake form specific to your service. You’ll provide business details, financial information (P&L, balance sheet), and context about your company and transaction. The more detail you provide, the better the final product.
What’s your refund policy?
Orders for custom document services are non-refundable once the intake form has been submitted. Two rounds of revisions are included with every order to ensure the document meets your expectations. Additional revisions are available for $197 each.
Can I see a sample?
Yes. Download our anonymized sample pack here. It includes excerpts from a Confidential Information Memorandum, a capital raise deck, and an SBA lender package, all built from a fictional company so you can see the quality and format.
Ready to Get Started?
Have questions about which service is right for your deal? Email us at hello@one-close.com and we’ll help you figure it out.