CIM Builder

Structure and draft a Confidential Information Memorandum for sell-side M&A processes.

145|36|Updated Feb 26, 2026
One-click install
npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill cim-builder-w95
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: CIM Builder
Source: https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/cim-builder
Command: npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill cim-builder-w95

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the structuring and drafting of Confidential Information Memorandums (CIMs) for sell-side M&A processes, ensuring a professional and investor-ready document.

Core Features & Use Cases

  • Structured Document Creation: Organizes company information into a standard CIM format.
  • Investor-Ready Materials: Ensures consistent formatting and narrative flow for potential buyers.
  • 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 for a company.

Frequently Asked Questions about CIM Builder

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I draft a Confidential Information Memorandum for a sell-side M&A process?▼

A Confidential Information Memorandum is an investor-ready document that structures company information for a sell-side M&A process. It organizes financial and operational data into a professional narrative to present potential buyers with a clear investment opportunity.

What's the best way to structure an offering memorandum for potential buyers?▼

To structure an offering memorandum for potential buyers, organize company information into a standard CIM format. This approach ensures consistent formatting and narrative flow, producing investor-ready sell-side materials that clearly communicate the investment opportunity.

Can I use this tool to create info memos for investment banking transactions?▼

Yes, you can use this tool to create info memos for investment banking transactions. It is specifically designed to draft Confidential Information Memorandums for sell-side M&A processes, organizing data into professional, investor-ready materials.

What company information do I need to prepare a CIM for a sale process?▼

To prepare a CIM for a sale process, you need raw company information including financial and operational data. The tool structures this input into a professional, investor-ready document with consistent formatting and narrative flow for potential buyers.

When do I need an info memo instead of a standard financial document for M&A?▼

You need an info memo instead of a standard financial document for M&A when you are preparing sell-side materials for potential buyers. A CIM structures company information into a professional narrative flow, ensuring the document is investor-ready for a sale process.