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cccskills
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cim-builder

Draft a Confidential Information Memorandum, a detailed company document for prospective buyers in an M&A sale. Organize business, market, customer, and financial information into a Word document with charts and a separate Excel financial appendix.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

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".

연동 도구Word
설치 방법 보기

이럴 때 유용합니다

  • Drafting a company memorandum for prospective buyers
  • Organizing company materials for an M&A sale
  • Explaining investment strengths with supporting data
  • Preparing a financial appendix and charts

포함된 파일(1)

  • SKILL.md4.0 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

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

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