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.
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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".
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Ask for available inputs:
Standard CIM table of contents:
I. Executive Summary (2-3 pages)
II. Company Overview (3-5 pages)
III. Industry Overview (3-5 pages)
IV. Growth Opportunities (2-3 pages)
V. Customers & Sales (3-5 pages)
VI. Operations (2-3 pages)
VII. Financial Overview (5-8 pages)
VIII. Appendix
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Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.
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Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.
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Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.
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Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.
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Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.
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Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.
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