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pitch-book-creation

Automate pitch book and CIM structuring for M&A and capital markets.

2|1|Updated Mar 14, 2026
Search Tags:#templates#valuation#due-diligence#cim#pitch-book#mergers-acquisitions#data-room
One-click install
npx skills add https://github.com/brainbytes-dev/everything-claude-finance --skill pitch-book-creation
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pitch-book-creation
Source: https://github.com/brainbytes-dev/everything-claude-finance/tree/main/skills/investment-banking/pitch-book-creation
Command: npx skills add https://github.com/brainbytes-dev/everything-claude-finance --skill pitch-book-creation

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

In M&A and capital markets, creating professional pitch books and CIMs is time-consuming and error-prone. This Skill provides a structured framework to accelerate production, improve consistency, and enhance client communications.

Core Features & Use Cases

  • Pitch Book Types: Sell-side M&A, Buy-side engagements, and capital markets pitches with audience-focused content and workflow guidance.
  • CIM & Data Room Guidance: Clear CIM structure, investment highlights, and a scalable data room organization plan.
  • Process Templates & Roadmap: End-to-end process timeline, checklists, and templates for rapid delivery.

Quick Start

Draft a sell-side CIM outline for a technology company with a $50M revenue, including executive summary, market overview, financials, and a proposed data room structure.

Frequently Asked Questions about pitch-book-creation

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

FAQPage Schema
What should be included in a CIM for a sell-side M&A mandate?▼

A CIM should include an executive summary, market overview, financial performance, and a proposed data room structure. This framework provides clear CIM organization with investment highlights and scalable data room plans.

What's the best way to organize a data room for due diligence?▼

Organize a data room for due diligence by applying a scalable structure that aligns with CIM sections and process timelines. This framework provides a clear data room organization plan to streamline M&A due diligence workflows.

Can I generate a pitch book outline for a specific company size and industry?▼

Yes, you can generate a pitch book outline for a specific company by providing industry and revenue size inputs. The framework drafts structured CIM outlines with executive summaries, market overviews, financials, and data room structures tailored to those parameters.

Does this framework support capital markets pitches or only M&A mandates?▼

This framework supports capital markets pitches alongside sell-side and buy-side M&A mandates. It automates structuring and content decisions across all three transaction types to ensure professional materials with clear process timelines.

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