{"kind":"Skill","metadata":{"namespace":"community","name":"cim-builder","version":"0.1.0"},"spec":{"description":"description: Structure and draft a Confidential Information Memorandum for sell-side M\u0026A 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\".","files":{"SKILL.md":"# CIM Builder\n\ndescription: Structure and draft a Confidential Information Memorandum for sell-side M\u0026A 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\".\n\n## Workflow\n\n### Step 1: Gather Source Materials\n\nAsk for available inputs:\n- Management presentations\n- Historical financials (3-5 years)\n- Budget/forecast\n- Company website and marketing materials\n- Customer data (anonymized if needed)\n- Org chart\n- Prior presentations or board decks\n- Quality of earnings report (if available)\n\n### Step 2: CIM Structure\n\nStandard CIM table of contents:\n\n**I. Executive Summary** (2-3 pages)\n- Company overview — what they do, why they win\n- Investment highlights (5-7 key selling points)\n- Financial summary — headline revenue, EBITDA, growth, margins\n- Transaction overview — what's being sold, indicative timeline\n\n**II. Company Overview** (3-5 pages)\n- History and founding story\n- Mission and value proposition\n- Products and services description\n- Business model and revenue streams\n- Key differentiators and competitive advantages\n\n**III. Industry Overview** (3-5 pages)\n- Market size and growth dynamics (TAM/SAM/SOM)\n- Key industry trends and tailwinds\n- Competitive landscape\n- Regulatory environment\n- Barriers to entry\n\n**IV. Growth Opportunities** (2-3 pages)\n- Organic growth levers (new products, markets, pricing)\n- M\u0026A / add-on opportunities\n- Operational improvements\n- Technology investments\n- White space analysis\n\n**V. Customers \u0026 Sales** (3-5 pages)\n- Customer overview (number, segments, geography)\n- Top customer analysis (anonymized if pre-LOI)\n- Customer concentration and retention metrics\n- Sales process and go-to-market strategy\n- Pipeline and backlog\n\n**VI. Operations** (2-3 pages)\n- Organizational structure\n- Key personnel\n- Facilities and geographic footprint\n- Technology and systems\n- Supply chain / vendor relationships\n\n**VII. Financial Overview** (5-8 pages)\n- Historical income statement (3-5 years)\n- Revenue analysis — by segment, geography, customer type\n- EBITDA bridge and margin analysis\n- Balance sheet overview\n- Cash flow summary\n- Capital expenditure history\n- Working capital analysis\n- Management forecast / budget (if included)\n\n**VIII. Appendix**\n- Detailed financial statements\n- Customer list (anonymized)\n- Product catalog\n- Management bios\n\n### Step 3: Drafting Guidelines\n\n- **Tone**: Professional, factual, compelling but not hyperbolic\n- **Narrative**: Tell a story — why this business is attractive, defensible, and positioned for growth\n- **Data-driven**: Support every claim with data. \"Strong growth\" → \"Revenue grew at a 15% CAGR from 2021-2024\"\n- **Visuals**: Charts and graphs for financial trends, market size, competitive positioning\n- **Length**: 40-60 pages total — enough detail to inform first-round bids, not so long buyers won't read it\n- **Confidentiality**: Include a disclaimer page. Anonymize sensitive customer data unless seller approves\n\n### Step 4: Output\n\n- Word document (.docx) with professional formatting\n- Separate Excel appendix with detailed financials\n- Charts and exhibits embedded in the document\n\n## Important Notes\n\n- The CIM is a sales document — lead with strengths, but don't hide material issues (buyers will find them in diligence)\n- Investment highlights should address the 3 things every buyer cares about: growth potential, margin profile, and defensibility\n- Financial normalization / pro forma adjustments should be clearly labeled and explained\n- Work with legal on the confidentiality disclaimer and any regulatory disclosures\n- Get management to review for factual accuracy before distribution\n- The CIM sets expectations on valuation — make sure the narrative supports the asking price\n"},"import":{"commit_sha":"9affc6e683bbaf66361058117027cf5a50bf1861","imported_at":"2026-05-18T20:09:40Z","license_text":"\n                                 Apache License\n                           Version 2.0, January 2004\n                        http://www.apache.org/licenses/\n\n   TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION\n\n   1. 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