Cim Builder
AnthropicOfficialPublished by Anthropic
- Skill
- Content generator
- Business and productivity
- Apache-2.0
- No issues found
AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
CIM Builder provides a structured framework and drafting guidance for creating a Confidential Information Memorandum (CIM). It helps users organize company data, financial history, and strategic narratives into a professional, investor-ready document suitable for sell-side M&A processes. The skill ensures a consistent flow, covering essential sections from executive summaries to detailed financial and operational overviews, while maintaining a professional tone and data-driven approach.
What it does
- Structures the standard table of contents for a comprehensive CIM.
- Guides the collection of necessary source materials like financials and management presentations.
- Provides drafting guidelines for tone, narrative flow, and data presentation.
- Outlines key sections including investment highlights, industry analysis, and growth opportunities.
- Advises on best practices for financial normalization and confidentiality disclaimers.
When to use it
- When preparing sell-side materials for a company sale.
- When drafting a new Confidential Information Memorandum.
- When organizing complex company data for potential investors.
- When you need to ensure your CIM narrative supports a specific valuation.
Advantages
- Ensures a professional and consistent document structure.
- Helps maintain a compelling, data-backed investment narrative.
- Reduces the complexity of organizing large volumes of company information.
- Focuses the content on the key metrics that buyers prioritize.
Usage examples
- “Draft an executive summary for a manufacturing company CIM.”
- The agent will generate a 2-3 page summary highlighting the company's value proposition, key investment points, and financial performance metrics.
- “Help me structure the financial overview section for my CIM.”
- The agent will provide a detailed outline for the financial section, including requirements for historical income statements, EBITDA bridges, and cash flow summaries.
Install
Download the skill as a ZIP:
https://mp-staging.autogineer.com/agent-skills/anthropics/cim-builder/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip cim-builder.zip -d .agents/skills
Documentation by Anthropic
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
Files
- ATTRIBUTION.mdAdded by AutoGineer924 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md4.0 KiB
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Requirements and compatibility
Written for: Claude Code, Claude apps
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.
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Attribution and licence
- Published by
- Anthropic
- Publisher
- Anthropic (Official)
- Source
- anthropics/financial-services · plugins/vertical-plugins/investment-banking/skills/cim-builder · commit 6056506
- Licence
- Apache License 2.0 (redistribution allowed)
- LICENSE (added by AutoGineer from LICENSE)
- ATTRIBUTION.md (written by AutoGineer)
- Synced
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Download ZIP
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