Cim Builder

作者 anthropics574ed3624aeb無授權條款39K 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫2 週前更新

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".

AI 產生的概覽

為賣方併購流程架構並起草保密資訊備忘錄,產出 Word 文件與 Excel 財務附錄。

功能
引導使用者蒐集來源資料,例如管理階層簡報、歷史財務數據、預算與預測、客戶資料以及先前的董事會資料。它提供標準的 CIM 目錄架構,涵蓋執行摘要、公司概況、產業概況、成長機會、客戶與銷售、營運、財務概況與附錄。它也提供關於語氣、敘事、數據佐證、圖表、篇幅與保密性的起草準則,並明確指出產出為格式專業的 Word 文件,另附獨立的 Excel 附錄與內嵌圖表。
適用情境
適用於準備賣方併購資料、起草 CIM 或要約備忘錄,或為出售流程整理公司資訊。適合需要一份專業、可供投資人閱讀的文件以支持首輪報價的情境。
執行需求
不含指令碼,僅為說明性指示。要產出所述成果,需要文件與試算表工具(Word .docx 與 Excel)、使用者提供的來源資料,以及與法務就保密聲明與法規揭露進行協調。

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

來源與署名

來源:anthropics/financial-services位於plugins/vertical-plugins/investment-banking/skills/cim-builder提交574ed36

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