cim-builder Skill
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 Published by anthropics in financial-services.
What is cim-builder Skill?
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 Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use cim-builder Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/investment-banking/skills/cim-builder/SKILL.md
What it does
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
Skill instructions
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 lands
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Frequently asked questions
What is cim-builder?
cim-builder is a open-source AI agent skill with Copy skill directory. Structure and draft a Confidential Information Memorandum for sell-side M&A processes.
Who is cim-builder best for?
cim-builder is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install cim-builder?
Install or run cim-builder using Copy skill directory. Check cim-builder for the latest setup command.
Is cim-builder actively maintained?
cim-builder may need a closer maintenance check before production use.
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