CIM Builder

Organize sell-side company inputs into an investor-ready CIM outline.

1|Updated May 16, 2026

Search Tags:#cim #investment banking #financial narrative #sell-side #confidential information memorandum #investor materials #m-a

Ready to run

npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill cim-builder-executiveusa

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: CIM Builder
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/vertical-plugins/investment-banking/skills/cim-builder
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill cim-builder-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill helps you structure and draft a Confidential Information Memorandum (CIM) for sell-side M&A so you can present company information in a consistent, investor-ready format.

Core Features & Use Cases

Sell-side CIM framework: Generates a standard CIM table of contents covering executive summary, company overview, industry overview, growth opportunities, customers & sales, operations, and financial overview.
Investor-focused narrative guidance: Ensures strengths are highlighted with data-backed statements while properly addressing normalization/pro forma labeling and confidentiality expectations.
Output-ready deliverable plan: Specifies a formatted Word document for the main CIM plus an Excel-style appendix for detailed financials and embedded charts/exhibits.

Quick Start

Provide your management materials and 3–5 years of financials, then ask the CIM Builder to produce a 40–60 page investor-ready CIM draft with an executive summary, full narrative sections, and an appendix plan.

Frequently Asked Questions about CIM Builder

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

FAQPage Schema

How do I structure a sell-side confidential information memorandum for an M&A transaction?▼

A confidential information memorandum requires organizing management materials and historical financials into a standard structure: executive summary, company overview, industry overview, growth opportunities, operations, and financial sections. This produces an investor-ready sell-side M&A document.

What sections are needed in an investor-ready CIM?▼

An investor-ready CIM requires sections covering the executive summary, company overview, industry overview, growth opportunities, customers and sales, operations, and a financial overview. These sections assemble consistent narrative and financial data for potential investors.

How do I draft a CIM from a management presentation deck and historical financials?▼

Draft a CIM from a management deck by extracting narrative strengths and data-backed statements, then organizing them into a standard CIM table of contents. You must properly address normalization and pro forma labeling while assembling the historical and forecast financial data sections.

What is the best way to format sell-side M&A investor materials and financial appendices?▼

The best way to format sell-side M&A investor materials is producing a formatted Word document for the main CIM narrative alongside an Excel-style appendix. This output plan separates the qualitative story from detailed financials and embedded charts or exhibits.

Can I generate a 40-60 page CIM draft using company forecasts and management materials?▼

Yes, you can generate a 40-60 page investor-ready CIM draft by providing management materials and 3 to 5 years of financials. The process yields a full narrative document and an appendix plan tailored for sell-side M&A transactions.

How should I handle confidentiality and pro forma financial labeling in a sell-side CIM?▼

Handle confidentiality and pro forma labeling by applying proper disclaimer expectations and clearly marking normalized or pro forma financial data. This ensures the investor materials maintain data-backed statements while meeting M&A confidentiality requirements.