CIM Builder

Name: CIM Builder
Availability: InStock
Author: Anthropic

Structure company information into a Confidential Information Memorandum for sell-side M&A.

34.1k|5.1k|Updated Feb 23, 2026

Search Tags:#financial modeling #cim #investment banking #mergers and acquisitions #deal materials #sell-side

Ready to run

npx skills add https://github.com/anthropics/financial-services-plugins --skill cim-builder

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: CIM Builder
Source: https://github.com/anthropics/financial-services-plugins/tree/main/investment-banking/skills/cim-builder
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill cim-builder

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines the creation of Confidential Information Memorandums (CIMs) for sell-side M&A processes, ensuring a professional, investor-ready document with consistent formatting and narrative flow.

Core Features & Use Cases

Structured Document Creation: Organizes company information into a standard CIM format, including Executive Summary, Company Overview, Industry Analysis, Growth Opportunities, Customers & Sales, Operations, Financial Overview, and Appendix.
Narrative Guidance: Provides instructions on tone, data-driven storytelling, and the importance of visuals.
Output Generation: Aims to produce a Word document (.docx) with an embedded Excel appendix for detailed financials.
Use Case: Use this Skill when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process.

Quick Start

Use the CIM Builder skill to draft a Confidential Information Memorandum using the provided management presentation and historical financials.

Frequently Asked Questions about CIM Builder

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

What is a Confidential Information Memorandum in sell-side M&A?▼

A Confidential Information Memorandum (CIM) is a comprehensive document detailing a company's operations, financials, and growth opportunities for potential buyers. It structures management presentations and data into a 40-60 page investor-ready narrative.

How do I draft a CIM for a sell-side M&A process?▼

To draft a CIM, organize company information into sections like Executive Summary, Industry Analysis, and Financial Overview. The skill structures this data into a Word document with an Excel appendix, providing guidelines for tone and visuals.

What sections are included in a standard Confidential Information Memorandum?▼

A standard CIM includes Executive Summary, Company Overview, Industry Analysis, Growth Opportunities, Customers & Sales, Operations, Financial Overview, and an Appendix. These sections provide a structured narrative for investors.

Can I generate a CIM as a Word document with an Excel financial appendix?▼

Yes, the CIM drafting process outputs a Word document (.docx) accompanied by a separate Excel appendix. This separates the narrative and operational data from the detailed historical financial models.

What materials do I need to prepare a Confidential Information Memorandum?▼

You need a management presentation and historical financials to prepare a CIM. The skill uses these inputs to generate the structured document, applying data-driven storytelling and formatting guidelines.

How does data-driven storytelling apply to investment banking deal materials?▼

Data-driven storytelling in deal materials combines narrative tone with factual financial data and visuals. The skill provides drafting guidelines to ensure the CIM presents a compelling, professional growth story for investors.