Sharing a CIM with others

by a searcher from University of Florida

1 year ago

Probably a basic question but wanted to learn what is the recommended action to take if one wanted to share a CIM with an industry expert (or even potential investors)? 

Should I get that person to sign the broker's NDA or have one of my own (maybe with a non-circumvention clause)? 

Curious to find out what is standard practice. Thanks

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4 comments

searcher from University of California, Los Angeles - UCLA Anderson School of Management

Anyone have an example template to use for an NDA between two parties in this case? I'm also in this position.

3 months ago | like reply | 0 likes

searcher from University of Georgia

I agree with Edward. Most broker NDAs allow you to share the CIM with your advisors, but it's your responsibility that they don't share the information with anyone else. Having the advisor sign your NDA is normal.

1 year ago | like reply | 0 likes

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