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CIM Builder

Generate structured Confidential Information Memoranda for sell-side M&A processes.

Updated Jan 25, 2026
Search Tags:#due-diligence#cim#investment-banking#mergers#sell-side#document-drafting
One-click install
npx skills add https://github.com/xfs96192/claude-config --skill cim-builder-xfs96192
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: CIM Builder
Source: https://github.com/xfs96192/claude-config/tree/main/plugins/cache/financial-services-plugins/investment-banking/0.2.0/skills/cim-builder
Command: npx skills add https://github.com/xfs96192/claude-config --skill cim-builder-xfs96192

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

CIM creation for sell-side M&A can be time-consuming and inconsistent. This Skill structures and drafts a Confidential Information Memorandum to present a professional, investor-ready document with a repeatable format and narrative flow.

Core Features & Use Cases

  • Executive Summary & Investment Highlights: generate a concise executive summary with compelling investment points.
  • Standard CIM Structure: automatically populate sections such as Company Overview, Industry Overview, Growth Opportunities, Customers & Sales, Operations, Financial Overview, and Appendix.
  • Input-driven Workflow: gather inputs (management presentations, historical financials, budgets, marketing materials) and assemble them into a cohesive CIM.

Quick Start

Generate a complete CIM outline using the provided materials and CIM structure.

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?▼

Drafting a Confidential Information Memorandum for sell-side M&A requires compiling management presentations, historical financials, and budgets into a structured document. This Skill automates that workflow, assembling inputs into a cohesive, investor-ready CIM.

What sections should be included in a standard CIM structure for investment banking?▼

A standard CIM structure for investment banking includes an executive summary, company overview, industry analysis, growth opportunities, customers and sales, operations, and a financial overview. This Skill automatically populates these standardized content sections for your transaction.

Can I generate an executive summary with investment highlights from raw management presentations?▼

Generating an executive summary with investment highlights from raw management presentations is supported. This Skill processes your input materials to produce a concise executive summary featuring compelling, investor-ready investment points.

What is the best way to structure a sell-side M&A document for consistent narrative flow?▼

The best way to structure a sell-side M&A document for consistent narrative flow is using a user-guided workflow that compiles inputs into a repeatable format. This Skill ensures standardized content sections and a cohesive CIM structure.

What inputs do I need to prepare before drafting a CIM for due diligence?▼

Before drafting a CIM for due diligence, you need to prepare inputs like management presentations, historical financials, budgets, and marketing materials. This Skill uses these inputs to assemble a ready-to-share M&A document.

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