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

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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
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