Individual skill
cim-builder
Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".
plugins/vertical-plugins/investment-banking/skills/cim-builder/SKILL.md
Source commit 60565064557ca77b12f62aa7877f365d111c129d
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- Observed behavior
- Instructions only
- Last checked
- Nov 9, 2026
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- 41,190
- Repository last updated
- Oct 28, 2026
- License
- Apache-2.0
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# CIM Builder
## Workflow
### Step 1: Gather Source Materials
Ask for available inputs:
- Management presentations
- Historical financials (3-5 years)
- Budget/forecast
- Company website and marketing materials
- Customer data (anonymized if needed)
- Org chart
- Prior presentations or board decks