Skills › Financial Services › cim-builder
cim-builder
The facts
Its description
Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".
The description the agent reads to decide when to use it.
From its settingsline 3
When it starts
The agent picks this skill when someone is working on a sell-side M&A process and wants a Confidential Information Memorandum structured or drafted from company materials. The description keys on CIM/offering-memorandum language and on organizing company data for a sale.
Things a person might say (the model's guesses)
- “Draft a CIM for the company we're taking to market”
- “Help me structure a confidential information memorandum for our sell-side process”
- “We need sell-side materials — can you put together an info memo from these financials?”
A model's summary of when it is used.
A model's reading
Licence
Apache-2.0, from LICENSE
The terms its author shares it under, which let it be shown here.
From the repositorylicence text
The text
1---
2name: cim-builder
3description: Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".
4---
6# CIM Builder
CIM Builder
Raw lines 1 to 7Workflow
Raw lines 8 to 910### Step 1: Gather Source Materials
12Ask for available inputs:
13- Management presentations
14- Historical financials (3-5 years)
15- Budget/forecast
16- Company website and marketing materials
17- Customer data (anonymized if needed)
18- Org chart
19- Prior presentations or board decks
20- Quality of earnings report (if available)
Step 1: Gather Source Materials
Ask for available inputs:
- Management presentations
- Historical financials (3-5 years)
- Budget/forecast
- Company website and marketing materials
- Customer data (anonymized if needed)
- Org chart
- Prior presentations or board decks
- Quality of earnings report (if available)
22### Step 2: CIM Structure
24Standard CIM table of contents:
26**I. Executive Summary** (2-3 pages)
27- Company overview — what they do, why they win
28- Investment highlights (5-7 key selling points)
29- Financial summary — headline revenue, EBITDA, growth, margins
30- Transaction overview — what's being sold, indicative timeline
32**II. Company Overview** (3-5 pages)
33- History and founding story
34- Mission and value proposition
35- Products and services description
36- Business model and revenue streams
37- Key differentiators and competitive advantages
39**III. Industry Overview** (3-5 pages)
40- Market size and growth dynamics (TAM/SAM/SOM)
41- Key industry trends and tailwinds
42- Competitive landscape
43- Regulatory environment
44- Barriers to entry
46**IV. Growth Opportunities** (2-3 pages)
47- Organic growth levers (new products, markets, pricing)
48- M&A / add-on opportunities
49- Operational improvements
50- Technology investments
51- White space analysis
53**V. Customers & Sales** (3-5 pages)
54- Customer overview (number, segments, geography)
55- Top customer analysis (anonymized if pre-LOI)
56- Customer concentration and retention metrics
57- Sales process and go-to-market strategy
58- Pipeline and backlog
60**VI. Operations** (2-3 pages)
61- Organizational structure
62- Key personnel
63- Facilities and geographic footprint
64- Technology and systems
65- Supply chain / vendor relationships
67**VII. Financial Overview** (5-8 pages)
68- Historical income statement (3-5 years)
69- Revenue analysis — by segment, geography, customer type
70- EBITDA bridge and margin analysis
71- Balance sheet overview
72- Cash flow summary
73- Capital expenditure history
74- Working capital analysis
75- Management forecast / budget (if included)
77**VIII. Appendix**
78- Detailed financial statements
79- Customer list (anonymized)
80- Product catalog
81- Management bios
Step 2: CIM Structure
Standard CIM table of contents:
I. Executive Summary (2-3 pages)
- Company overview — what they do, why they win
- Investment highlights (5-7 key selling points)
- Financial summary — headline revenue, EBITDA, growth, margins
- Transaction overview — what's being sold, indicative timeline
II. Company Overview (3-5 pages)
- History and founding story
- Mission and value proposition
- Products and services description
- Business model and revenue streams
- Key differentiators and competitive advantages
III. Industry Overview (3-5 pages)
- Market size and growth dynamics (TAM/SAM/SOM)
- Key industry trends and tailwinds
- Competitive landscape
- Regulatory environment
- Barriers to entry
IV. Growth Opportunities (2-3 pages)
- Organic growth levers (new products, markets, pricing)
- M&A / add-on opportunities
- Operational improvements
- Technology investments
- White space analysis
V. Customers & Sales (3-5 pages)
- Customer overview (number, segments, geography)
- Top customer analysis (anonymized if pre-LOI)
- Customer concentration and retention metrics
- Sales process and go-to-market strategy
- Pipeline and backlog
VI. Operations (2-3 pages)
- Organizational structure
- Key personnel
- Facilities and geographic footprint
- Technology and systems
- Supply chain / vendor relationships
VII. Financial Overview (5-8 pages)
- Historical income statement (3-5 years)
- Revenue analysis — by segment, geography, customer type
- EBITDA bridge and margin analysis
- Balance sheet overview
- Cash flow summary
- Capital expenditure history
- Working capital analysis
- Management forecast / budget (if included)
VIII. Appendix
- Detailed financial statements
- Customer list (anonymized)
- Product catalog
- Management bios
83### Step 3: Drafting Guidelines
85- **Tone**: Professional, factual, compelling but not hyperbolic
86- **Narrative**: Tell a story — why this business is attractive, defensible, and positioned for growth
87- **Data-driven**: Support every claim with data. "Strong growth" → "Revenue grew at a 15% CAGR from 2021-2024"
88- **Visuals**: Charts and graphs for financial trends, market size, competitive positioning
89- **Length**: 40-60 pages total — enough detail to inform first-round bids, not so long buyers won't read it
90- **Confidentiality**: Include a disclaimer page. Anonymize sensitive customer data unless seller approves
Step 3: Drafting Guidelines
- Tone: Professional, factual, compelling but not hyperbolic
- Narrative: Tell a story — why this business is attractive, defensible, and positioned for growth
- Data-driven: Support every claim with data. "Strong growth" → "Revenue grew at a 15% CAGR from 2021-2024"
- Visuals: Charts and graphs for financial trends, market size, competitive positioning
- Length: 40-60 pages total — enough detail to inform first-round bids, not so long buyers won't read it
- Confidentiality: Include a disclaimer page. Anonymize sensitive customer data unless seller approves
92### Step 4: Output
94- Word document (.docx) with professional formatting
95- Separate Excel appendix with detailed financials
96- Charts and exhibits embedded in the document
Step 4: Output
- Word document (.docx) with professional formatting
- Separate Excel appendix with detailed financials
- Charts and exhibits embedded in the document
98## Important Notes
100- The CIM is a sales document — lead with strengths, but don't hide material issues (buyers will find them in diligence)
101- Investment highlights should address the 3 things every buyer cares about: growth potential, margin profile, and defensibility
102- Financial normalization / pro forma adjustments should be clearly labeled and explained
103- Work with legal on the confidentiality disclaimer and any regulatory disclosures
104- Get management to review for factual accuracy before distribution
105- The CIM sets expectations on valuation — make sure the narrative supports the asking price
Important Notes
- The CIM is a sales document — lead with strengths, but don't hide material issues (buyers will find them in diligence)
- Investment highlights should address the 3 things every buyer cares about: growth potential, margin profile, and defensibility
- Financial normalization / pro forma adjustments should be clearly labeled and explained
- Work with legal on the confidentiality disclaimer and any regulatory disclosures
- Get management to review for factual accuracy before distribution
- The CIM sets expectations on valuation — make sure the narrative supports the asking price
From anthropics/financial-services at 6056506, 2026-10-28. Skills read by DeepSeek V4.1 Flash on 2026-11-04. Summary and techniques by Claude Opus 5.5 on 2026-11-06.