Menu

Individual skill

cim-red-flag-reviewer

0upvotes

Read a sell-side CIM the way a sharp buyer's MD reads it — surfacing quality-of-earnings risks, narrative gaps, and unsupported claims. Use on the buy-side when evaluating a teaser or CIM, on the sell-side as a pre-launch stress test, or when preparing IOI / LOI logic. Built around quality-of-earnings, concentration, sustainability, working capital and capex realism, and narrative pressure-testing.

skills/cim-red-flag-reviewer/SKILL.md

Read pinned source

Source commit e19bba60ec18203161854532f283a19023c20d3d

What was checked

Matches the observed repository HEAD
Yes
Scanner rules are current
Yes
Repository scan complete
No
Skill scan complete
No
Observed behavior
Instructions only
Last checked
Nov 11, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

Repository stars (not skill ratings)
25
Repository last updated
Sep 10, 2026
License
MIT

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files
Read excerpt

# CIM Red-Flag Reviewer

## Purpose

Surface the issues a CIM is designed to softly de-emphasize — quality-of-earnings risks, customer concentration realities, margin sustainability questions, working capital and capex realism, narrative-vs-evidence gaps — before they show up in management diligence, QofE, or worst, post-close.

The output is not a critique of the CIM. It is a working risk register that informs an IOI / LOI structure on the buy-side or a pre-launch CIM tightening on the sell-side.

## Governing Principle

**Every CIM is a sales document. Read it as a sales document, not as a description.**

Sell-side advisors are paid to present the business at its best. A buyer who reads the CIM at face value is reading the answer; a sharp buyer reads the CIM looking for what the answer is leaving out.
Back to top