CIM Builder

Name: CIM Builder
Availability: InStock
Author: viviennamao

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

26|2|Updated Apr 30, 2026

Search Tags:#M&A #financial document #CIM #Confidential Information Memorandum #sell-side M&A

Ready to run

npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill cim-builder-viviennamao

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: CIM Builder
Source: https://github.com/ViviennaMAO/money_banking_financial_market/tree/main/financial-services-main/plugins/vertical-plugins/investment-banking/skills/cim-builder
Command: npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill cim-builder-viviennamao

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill streamlines the process of creating Confidential Information Memorandums for sell-side M&A, providing a professional, standardized format to organize and present company information effectively.

Core Features & Use Cases

Gather and Organize Information: Collect essential company data and arrange it in a standardized CIM format.
Executive Summary Creation: Build a concise overview of the company and investment highlights.
Comprehensive Sections: Generate detailed sections covering the company overview, industry overview, growth opportunities, customers, operations, financial overview, and an appendix.
Output Formats: Provide the final document in Word and Excel formats, with visuals and a confidentiality disclaimer.

Quick Start

To create a CIM for your company, start the CIM Builder skill with the required inputs like management presentations, financials, and organizational charts.

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 transaction?▼

To draft a Confidential Information Memorandum for sell-side M&A, provide structured company details, industry information, and financials to automatically generate a standardized document with an executive summary, operations, and financial overview sections.

What information is required to create a sell-side M&A CIM?▼

Creating a sell-side M&A CIM requires structured inputs of company details, management presentations, organizational charts, industry information, and financials to organize and format the investment highlights effectively.

Can I export the Confidential Information Memorandum to Word and Excel formats?▼

Yes, you can export the Confidential Information Memorandum to Word and Excel formats, which includes generated visuals, comprehensive growth opportunity sections, and a confidentiality disclaimer for the M&A process.

What sections are included in a standard Confidential Information Memorandum for M&A?▼

A standard Confidential Information Memorandum for M&A includes an executive summary, company overview, industry overview, growth opportunities, customers, operations, financial overview, and an appendix to present company information comprehensively.

Is a structured input of financials necessary to generate a CIM for fundraising?▼

Yes, a structured input of financials is necessary to generate a CIM for fundraising, as the process automates document creation by organizing company data and financial information into a professional, standardized format.

Does this CIM generation process apply to both M&A transactions and fundraising?▼

Yes, this CIM generation process applies to both M&A transactions and fundraising processes, automating the creation of standardized documents to organize and present company information to potential investors or buyers.