CIM Builder

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

26|2|Updated Apr 30, 2026
One-click install
npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill cim-builder-viviennamao
Or copy as Structured Prompt for Agent
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.