CIM Builder

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

145|36|Updated Feb 26, 2026
One-click install
npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill cim-builder-w95
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: CIM Builder
Source: https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/cim-builder
Command: npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill cim-builder-w95

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the structuring and drafting of Confidential Information Memorandums (CIMs) for sell-side M&A processes, ensuring a professional and investor-ready document.

Core Features & Use Cases

  • Structured Document Creation: Organizes company information into a standard CIM format.
  • Investor-Ready Materials: Ensures consistent formatting and narrative flow for potential buyers.
  • Use Case: Use 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 draft a Confidential Information Memorandum for a company.

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 process?

A Confidential Information Memorandum is an investor-ready document that structures company information for a sell-side M&A process. It organizes financial and operational data into a professional narrative to present potential buyers with a clear investment opportunity.

What's the best way to structure an offering memorandum for potential buyers?

To structure an offering memorandum for potential buyers, organize company information into a standard CIM format. This approach ensures consistent formatting and narrative flow, producing investor-ready sell-side materials that clearly communicate the investment opportunity.

Can I use this tool to create info memos for investment banking transactions?

Yes, you can use this tool to create info memos for investment banking transactions. It is specifically designed to draft Confidential Information Memorandums for sell-side M&A processes, organizing data into professional, investor-ready materials.

What company information do I need to prepare a CIM for a sale process?

To prepare a CIM for a sale process, you need raw company information including financial and operational data. The tool structures this input into a professional, investor-ready document with consistent formatting and narrative flow for potential buyers.

When do I need an info memo instead of a standard financial document for M&A?

You need an info memo instead of a standard financial document for M&A when you are preparing sell-side materials for potential buyers. A CIM structures company information into a professional narrative flow, ensuring the document is investor-ready for a sale process.