Agent skill · marketing growth · anthropics
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".
Why this skill is useful
Provides a structured template and guidelines for drafting a CIM, which includes specific content requirements and formatting standards not commonly found in generic resources.
What it needs
About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/cim-builder