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".
- License 许可
- Apache-2.0
- 最近更新
- 2026-10-29
- Stars
- ★ 4.1w
- Forks
- 5.7k
01 前言 Front Matter
- name
- cim-builder
- description
- 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".
03 SKILL.md 正文
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
- Quality of earnings report (if available)
Step 2: CIM Structure
Standard CIM table of contents:
I. Executive Summary (2-3 pages)
- Company overview — what they do, why they win
- Investment highlights (5-7 key selling points)
- Financial summary — headline revenue, EBITDA, growth, margins
- Transaction overview — what's being sold, indicative timeline
II. Company Overview (3-5 pages)
- History and founding story
- Mission and value proposition
- Products and services description
- Business model and revenue streams
- Key differentiators and competitive advantages
III. Industry Overview (3-5 pages)
- Market size and growth dynamics (TAM/SAM/SOM)
- Key industry trends and tailwinds
- Competitive landscape
- Regulatory environment
- Barriers to entry
IV. Growth Opportunities (2-3 pages)
- Organic growth levers (new products, markets, pricing)
- M&A / add-on opportunities
- Operational improvements
- Technology investments
- White space analysis
V. Customers & Sales (3-5 pages)
- Customer overview (number, segments, geography)
- Top customer analysis (anonymized if pre-LOI)
- Customer concentration and retention metrics
- Sales process and go-to-market strategy
- Pipeline and backlog
VI. Operations (2-3 pages)
- Organizational structure
- Key personnel
- Facilities and geographic footprint
- Technology and systems
- Supply chain / vendor relationships
VII. Financial Overview (5-8 pages)
- Historical income statement (3-5 years)
- Revenue analysis — by segment, geography, customer type
- EBITDA bridge and margin analysis
- Balance sheet overview
- Cash flow summary
- Capital expenditure history
- Working capital analysis
- Management forecast / budget (if included)
VIII. Appendix
- Detailed financial statements
- Customer list (anonymized)
- Product catalog
- Management bios
Step 3: Drafting Guidelines
- Tone: Professional, factual, compelling but not hyperbolic
- Narrative: Tell a story — why this business is attractive, defensible, and positioned for growth
- Data-driven: Support every claim with data. "Strong growth" → "Revenue grew at a 15% CAGR from 2021-2024"
- Visuals: Charts and graphs for financial trends, market size, competitive positioning
- Length: 40-60 pages total — enough detail to inform first-round bids, not so long buyers won't read it
- Confidentiality: Include a disclaimer page. Anonymize sensitive customer data unless seller approves
Step 4: Output
- Word document (.docx) with professional formatting
- Separate Excel appendix with detailed financials
- Charts and exhibits embedded in the document
Important Notes
- The CIM is a sales document — lead with strengths, but don't hide material issues (buyers will find them in diligence)
- Investment highlights should address the 3 things every buyer cares about: growth potential, margin profile, and defensibility
- Financial normalization / pro forma adjustments should be clearly labeled and explained
- Work with legal on the confidentiality disclaimer and any regulatory disclosures
- Get management to review for factual accuracy before distribution
- The CIM sets expectations on valuation — make sure the narrative supports the asking price
04 同仓库更多 Skills
value-creation-plan
Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".
unit-economics
Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".
returns-analysis
Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".
portfolio-monitoring
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
ic-memo
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".
deal-sourcing
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".