cim-builder

name	cim-builder
description	Use this skill when the task requires cim builder capabilities.
executor	LLM_BEHAVIOR
skill_id	finance.investment_banking.cim_builder_3
status	ADOPTED
security	{"level":"high","pii":false,"approval_required":true}
anchors	["finance","documentation","design"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true}]
output_schema	[{"name":"plan","type":"string","description":"Strategic plan or design document"},{"name":"next_steps","type":"array","description":"List of recommended next steps"}]

CIM Builder

description: "Analyze — Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent fo"

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)