CIM Builder

Structure and draft Confidential Information Memorandums for sell-side M&A.

Updated May 3, 2026
One-click install
npx skills add https://github.com/sammyTI/dotcompany-template --skill cim-builder-sammyti
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: CIM Builder
Source: https://github.com/sammyTI/dotcompany-template/tree/main/plugins/vertical-plugins/investment-banking/skills/cim-builder
Command: npx skills add https://github.com/sammyTI/dotcompany-template --skill cim-builder-sammyti

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill helps users structure and draft comprehensive Confidential Information Memorandums (CIM) for sell-side M&A processes, streamlining the preparation of investor-ready documents.

Core Features & Use Cases

  • Organizing Company Data: Collects and structures company information such as financials, history, and industry insights into a cohesive CIM.
  • Drafting Structured Documents: Guides users through creating standard CIM sections with professional formatting, including summaries, overviews, and detailed analysis.
  • Use Case: A corporate client prepares a CIM for potential buyers by inputting their financial and operational data, resulting in a polished, ready-to-share document suitable for first-round bidding.

Quick Start

Provide the company's financial details and organizational information to generate a draft CIM aligned with best practices for M&A processes.

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 confidential information memorandum for sell-side M&A?

To structure a confidential information memorandum for sell-side M&A, organize company financials, history, industry context, and growth opportunities into standard CIM sections. This ensures consistency and professional narrative flow for investor-ready documents.

What is included in a confidential information memorandum for mergers and acquisitions?

A confidential information memorandum for mergers and acquisitions includes comprehensive sections on company data, financials, historical background, industry analysis, and growth opportunities. It compiles these elements into a professional document suitable for first-round bidding.

Can I draft a professional CIM using standard company financial data?

Yes, you can draft a professional CIM by providing company financial details and organizational information. The system guides you through standard CIM sections, ensuring professional formatting and adherence to best practices for M&A processes.

What's the best way to compile company data into an investment memorandum?

The best way to compile company data into an investment memorandum is to systematically collect financials, history, and industry insights, then structure them into a cohesive CIM. This approach streamlines preparation of investor-ready documents for sell-side M&A.

Does drafting a CIM for M&A require pre-formatted financial statements?

Drafting a CIM for M&A does not strictly require pre-formatted financial statements, but providing organized company financial details and operational data significantly improves the consistency and quality of the final investment memorandum.

Why does my investment memorandum lack narrative flow for potential buyers?

Your investment memorandum may lack narrative flow if company data is not structured into standard CIM sections. Ensuring consistency and adherence to typical CIM formatting resolves this, creating a polished, ready-to-share document for first-round bidding.