CIM Builder
OfficialDraft Confidential Information Memorandums
Finance & Accounting#financial modeling#cim#investment banking#mergers and acquisitions#deal materials#sell-side
Authoranthropics
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the creation of Confidential Information Memorandums (CIMs) for sell-side M&A processes, ensuring a professional, investor-ready document with consistent formatting and narrative flow.
Core Features & Use Cases
- Structured Document Creation: Organizes company information into a standard CIM format, including Executive Summary, Company Overview, Industry Analysis, Growth Opportunities, Customers & Sales, Operations, Financial Overview, and Appendix.
- Narrative Guidance: Provides instructions on tone, data-driven storytelling, and the importance of visuals.
- Output Generation: Aims to produce a Word document (.docx) with an embedded Excel appendix for detailed financials.
- Use Case: Use this Skill when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process.
Quick Start
Use the CIM Builder skill to draft a Confidential Information Memorandum using the provided management presentation and historical financials.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: CIM Builder Download link: https://github.com/anthropics/financial-services-plugins/archive/main.zip#cim-builder Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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