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CIM Builder

Automate creation of Confidential Information Memorandums for sell-side M&A processes.

Updated Jun 5, 2026
Search Tags:#document generation#M&A#financial document#sell-side#CIM
One-click install
npx skills add https://github.com/Duzhenyang111/stock_money --skill cim-builder-duzhenyang111
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: CIM Builder
Source: https://github.com/Duzhenyang111/stock_money/tree/main/financial-services-main/plugins/vertical-plugins/investment-banking/skills/cim-builder
Command: npx skills add https://github.com/Duzhenyang111/stock_money --skill cim-builder-duzhenyang111

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill addresses the need for efficiently structuring and drafting Confidential Information Memorandums (CIMs) for sell-side M&A processes, ensuring a professional, investor-ready document.

Core Features & Use Cases

  • Gather Source Materials: Collects and organizes various documents required for CIM creation.
  • Standard CIM Structure: Provides a pre-defined table of contents to follow.
  • Output: Generates a professional CIM document with financials, industry overview, and company details.

Quick Start

Trigger the CIM Builder with "Generate CIM for XYZ Corp."

Frequently Asked Questions about CIM Builder

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

FAQPage Schema
How do I draft a Confidential Information Memorandum for a sell-side M&A process?▼

To draft a Confidential Information Memorandum for a sell-side M&A process, you can automate the creation by coordinating input materials like financials and company profiles into a structured CIM format.

What source materials do I need to generate a CIM for an M&A transaction?▼

Generating a CIM requires source materials including financial data, company profiles, and market analysis to construct a comprehensive M&A document with structured formatting.

Can I use document generation tools to structure a sell-side M&A CIM automatically?▼

Yes, you can automate document generation for a sell-side M&A CIM by using a pre-defined table of contents to organize company materials into a professional, investor-ready document.

What is the best way to structure a Confidential Information Memorandum for investors?▼

The best way to structure a Confidential Information Memorandum is to follow a standard CIM structure that organizes financials, industry overview, and company details into a professional format.

Does the CIM Builder require specific financial data formats to create an M&A document?▼

The CIM Builder requires financial data, company profiles, and market analysis to construct the M&A document, but it does not specify strict input formats for these source materials.

How do I start automating M&A document generation for company profiles and financials?▼

You can start automating M&A document generation by triggering the build process with a prompt like Generate CIM for XYZ Corp to gather and organize your source materials.

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