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Cim Builder

AnthropicOfficialPublished by Anthropic

  • Skill
  • Content generator
  • Business and productivity
  • Apache-2.0
  • No issues found
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From the author

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".
— the description by Anthropic

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

  1. Download the skill as a ZIP:

    https://autogineer.com/agent-skills/anthropics/cim-builder/download

  2. Unzip 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

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.

Security

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

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

AutoGineer is not affiliated with or endorsed by Anthropic or Anthropic.

Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download cim-builder.zip