skills.rest
MuzeWinter
MuzeWinterCOMMUNITY
Explore all skills by this author →
GitHub

cim-builder

Build buyer-facing CIMs, teasers, storyboards, and lender presentations for investment banking workflows.

1|2|Updated Jun 16, 2026
Search Tags:#pptx#storyboard#teaser#cim#investment banking#diligence#financial tie-out
One-click install
npx skills add https://github.com/MuzeWinter/CooperAPI-Plugin --skill cim-builder-muzewinter
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cim-builder
Source: https://github.com/MuzeWinter/CooperAPI-Plugin/tree/main/plugins/investment-banking/skills/cim-builder
Command: npx skills add https://github.com/MuzeWinter/CooperAPI-Plugin --skill cim-builder-muzewinter

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill helps investment bankers create and refresh buyer-facing CIMs, teasers, storyboards, lender presentations, and management presentations while preserving source discipline, diligence resilience, and circulation readiness.

Core Features & Use Cases

  • Transaction narrative design: Builds the equity story, buyer lens, page flow, and exhibit plan for new builds, refreshes, upgrades, and MD review.
  • Evidence and tie-out control: Organizes source logs, financial checks, KPI definitions, diligence risks, and management follow-ups so material claims stay supportable.
  • Deliverable production: Produces polished standalone HTML by default, or a native PPTX when slides are explicitly requested, alongside companion workbooks and QC handoffs.
  • Use Case: Turn a rough seller data room into a banker-grade CIM storyboard that is ready for review, refresh, or downstream deck conversion.

Quick Start

Use the cim-builder skill to draft a buyer-facing CIM storyboard for this transaction and identify the key evidence gaps, diligence risks, and management follow-ups before circulation.

Frequently Asked Questions about cim-builder

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

FAQPage Schema
How do I build a buyer-facing CIM from a rough data room?▼

To build a buyer-facing CIM, apply transaction narrative design to establish the equity story, page flow, and exhibit plan, then map evidence gaps and diligence risks to produce a QC-ready storyboard.

What is the best way to convert a teaser into a full management presentation?▼

Converting a teaser into a management presentation requires applying buyer-psychology framing and financial tie-out controls to expand the narrative into a complete, QC-ready deliverable for circulation.

Can I output a native PPTX file for my investment banking storyboard?▼

Yes, you can output a native PPTX file for your storyboard when slides are explicitly requested, though the default deliverable format for CIMs and lender presentations is polished standalone HTML.

How do you maintain financial tie-out discipline during a CIM refresh?▼

Financial tie-out discipline during a CIM refresh is maintained by organizing source logs, KPI definitions, and management follow-ups, ensuring all material claims remain fully supportable for diligence.

What source materials do I need before drafting a lender presentation?▼

Before drafting a lender presentation, you need a structured seller data room or source pack to establish source discipline, enabling accurate financial checks and identification of diligence risks.

Related Skills

Explore More Finance & Accounting Skills→
kiryteokiryteo
1

cim-builder

Drafts a structured, investor-ready Confidential Information Memorandum from company data.

Community
Advanced
lisposterlisposter
1

baoyu-slide-deck

Generate image-based slide decks from content with PPTX/PDF export.

Community
Advanced
xpert-aixpert-ai
8

model-audit-tieout

Audit Excel financial models for formula integrity and source support.

Official
Advanced
himanshu231204himanshu231204
2

investor-outreach

Generates personalized, action-oriented fundraising communications for investor engagement.

Community
Intermediate