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CIM Builder

Structures and drafts a sell-side Confidential Information Memorandum for M&A processes.

Updated May 10, 2026
Search Tags:#investor presentation#M&A#financial documentation#CIM drafting#sell-side materials
One-click install
npx skills add https://github.com/rpoole-dev/comps-site --skill cim-builder-rpoole-dev
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: CIM Builder
Source: https://github.com/rpoole-dev/comps-site/tree/main/financial-services-main/plugins/vertical-plugins/investment-banking/skills/cim-builder
Command: npx skills add https://github.com/rpoole-dev/comps-site --skill cim-builder-rpoole-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill helps automate the drafting and structuring of a Confidential Information Memorandum (CIM) for sell-side M&A processes, saving time and ensuring consistency in document preparation.

Core Features & Use Cases

  • Automated CIM Drafting: Structures and drafts a CIM with a standardized format and narrative flow.
  • Data Gathering and Organization: Collects various company information sources for inclusion in the CIM.
  • Use Case: Utilize 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 gather source materials for drafting a CIM, following the provided prompts to collect necessary information.

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 CIM for sell-side M&A processes?▼

To draft a CIM for sell-side M&A processes, you need to supply company history, financials, and market analysis. The Skill organizes these inputs into a standardized, formatted document suitable for investor presentation.

What is a Confidential Information Memorandum and when do I need one?▼

A Confidential Information Memorandum (CIM) is a comprehensive sell-side document detailing company information for M&A transactions. You need one when preparing investor presentations and organizing company data for a formal sale process.

What company data do I need to prepare before drafting a CIM?▼

Before drafting a CIM, you must gather source materials covering company history, financial documentation, and market analysis. These inputs are required to structure the narrative flow and populate the standardized investor presentation format.

Can I use this for organizing sell-side materials beyond the CIM document?▼

Yes, you can use this for organizing sell-side materials beyond the CIM document. It collects various company information sources and structures them into a standardized narrative flow, ensuring consistency across all M&A sale process preparations.

What's the best way to structure an investor presentation for an M&A sale?▼

The best way to structure an M&A investor presentation is to follow a standardized CIM format. This ensures a logical narrative flow by organizing company history, financials, and market analysis into a professional, comprehensive sell-side document.

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