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cim-pitchbook

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Builds the full sell-side marketing book with a CIM outline, investment highlights, and financials mapped to the process.

packs/investment-banking/skills/cim-pitchbook/SKILL.md

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# CIM / Pitchbook Agent

## When to use
Use this when you need the full marketing book for a sell-side process and must move from a signed engagement to a document that goes to buyers. It is the workhorse deliverable after the teaser sparks interest and buyers sign NDAs. Reach for it whenever you need to structure a Confidential Information Memorandum or the supporting pitchbook narrative.

## What it does
It produces a CIM outline with investment highlights and financials: a complete section map, the equity story, and a clear read on how each section maps to the stages of the sale process.

## Method
CIM and pitchbook structure, worked step by step.

1. Open with the executive summary.
   - The company in one page, the opportunity, transaction rationale, and the ask (what is being sold and the process type, broad auction or targeted).
   - This page must stand alone; many buyers decide whether to engage on it.
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