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CIM Builder

Structure and draft Confidential Information Memorandums from management decks and financial data.

17|4|Updated Mar 11, 2026
Search Tags:#financial-analysis#cim#document drafting#m&a#deal marketing#sell-side#confidential information memorandum
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill cim-builder-yuping322
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: CIM Builder
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/investment-banking/skills/cim-builder
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill cim-builder-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines creation of Confidential Information Memorandums (CIMs) for sell-side M&A by turning disparate company materials and financial data into a cohesive, investor-ready document while preserving confidentiality and supporting diligence.

Core Features & Use Cases

  • Structured CIM drafting: Produces a complete CIM structure covering executive summary, company overview, industry overview, growth opportunities, customers & sales, operations, financial overview, and appendix.
  • Data-driven narratives and exhibits: Integrates management presentations, historical financials, forecasts, and customer metrics to generate evidence-backed narrative, charts, and financial exhibits.
  • Deliverables: Exports a professionally formatted Word (.docx) CIM, a separate Excel appendix with detailed financials, and embedded charts and exhibits ready for distribution.
  • Use Case: Prepare sell-side marketing materials for a mid-market company including a 40–60 page CIM and an Excel appendix to support first-round indicative bids.

Quick Start

Use the CIM Builder to draft a 40–60 page CIM for ACME Corp using management presentations, three years of historical financials, and the current management forecast.

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 deal?▼

To draft a Confidential Information Memorandum, structure management presentations and historical financials into sections covering executive summary, company overview, growth opportunities, and financials to produce an investor-ready sell-side document.

What inputs are needed to prepare a CIM for first-round M&A bids?▼

Preparing a CIM requires source inputs including management presentations, 3–5 years of historical financials, budgets or forecasts, customer data, and org data to generate evidence-backed narratives and financial exhibits.

Can I export a CIM to Word and Excel with embedded financial charts?▼

Yes, you can export a professionally formatted Word (.docx) CIM and a separate Excel (.xlsx) appendix with detailed financials and embedded charts ready for investor distribution.

What is the best way to structure a 40–60 page CIM for mid-market M&A?▼

The best way to structure a 40–60 page CIM is to organize content sequentially across executive summary, company overview, industry overview, growth opportunities, customers and sales, operations, financial overview, and appendix.

Does this CIM drafting approach work with just a management presentation and no financial forecasts?▼

No, relying on just a management presentation is insufficient; the CIM drafting process requires 3–5 years of historical financials and management forecasts to generate data-driven narratives and financial exhibits.

Why does a sell-side CIM need a separate Excel appendix in M&A transactions?▼

A sell-side CIM needs a separate Excel appendix to provide detailed historical financials and forecasts, supporting the narrative summary in the Word document for first-round indicative bid evaluations.

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