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LauraFlorentin
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deal-marketing

Generate CIMs and equity story decks from raw financials and market data.

1|Updated Feb 11, 2026
Search Tags:#ai-workflow#cim#sell-side#deal-marketing#equity-story#investment-narratives
One-click install
npx skills add https://github.com/LauraFlorentin/skills-marketplace --skill deal-marketing
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-marketing
Source: https://github.com/LauraFlorentin/skills-marketplace/tree/main/ma-advisory/skills/deal-marketing
Command: npx skills add https://github.com/LauraFlorentin/skills-marketplace --skill deal-marketing

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Sell-side deal marketing deliverables — CIM drafting, management presentation decks, and equity story construction. Synthesizes raw financials, management interviews, and competitive data into compelling investment narratives that maximize competitive bidding tension and valuation.

Core Features & Use Cases

  • AI-assisted drafting of CIM and Management Presentation
  • Ingests raw financials, interviews, and market data to produce narrative-driven materials
  • Enables rapid stakeholder reviews and QA for sell-side mandates

Quick Start

Provide a target company data package and let the AI generate CIM and equity-story drafts.

Frequently Asked Questions about deal-marketing

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate CIM drafting from raw financials and management interviews for a sell-side deal?▼

You can automate CIM drafting by feeding raw financials, management interview notes, and market data into an AI-assisted workflow that formats the inputs into narrative-driven, publish-ready Confidential Information Memorandum documents with auditable sources.

What is the best way to build an equity story deck for an M&A transaction?▼

The best way to build an equity story deck is by synthesizing competitive data and raw financials into a compelling investment narrative, enabling rapid stakeholder reviews and QA to maximize competitive bidding tension and valuation.

Can I generate a sell-side teaser and management presentation from a single target company data package?▼

Yes, you can generate teasers and management presentations by providing a target company data package, which the AI processes to produce equity-story drafts and publish-ready presentation materials for sell-side mandates.

Does this approach support auditable sources for investment narratives?▼

Yes, the approach supports auditable sources by applying an AI-assisted workflow that formats raw financials and market data into publish-ready CIMs and presentations while maintaining traceability for stakeholder reviews.

How do I format raw market data and financials into a publish-ready M&A CIM?▼

Formatting raw market data and financials into a publish-ready M&A CIM is achieved by an AI-assisted workflow that ingests the data package and outputs structured, narrative-driven materials with auditable sources.

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