Sell-Side CIM Builder
Structures and drafts investor-ready Confidential Information Memorandums for sell-side M&A processes.
The skill calls for anonymizing customer data when needed, obtaining seller approval, management fact review, and legal involvement for confidentiality and regulatory disclosures. It does not define least privilege, data flow, access isolation, retention/deletion, rollback, or external-effect controls, so points are deducted.
The workflow, required inputs, document structure, formatting requirements, and review steps are internally consistent. However, there is no abnormal-input handling, failure feedback, dependency-availability guidance, or key-path test coverage; static calibration keeps this below 10.
The intended users, sell-side M&A scenario, trigger terms, and expected deliverables are clear. Non-fit boundaries, transaction-stage boundaries, Chinese-language behavior, and environment compatibility are not specified, so points are deducted. No explicit overseas online-service dependency is shown, so no additional network-reachability deduction is applied.
The documentation is readable and layered, with workflow guidance, output requirements, confidentiality notes, and limitations. Repository-level Apache-2.0 licensing, verified publisher provenance, and CI validation provide supporting governance evidence, but the skill lacks versioning, changelog, named maintenance responsibility, update path, installation/dependency notes, examples, and FAQs.
It can organize company materials into a comprehensive CIM outline and specifies Word, Excel, chart, and review requirements. However, no templates, representative outputs, or verifiable generation mechanism are provided, limiting direct usability and comparative-benefit evidence; the static-calibration ceiling is 7.
The skill text is auditable, and the repository includes plugin-validation and secret-scanning workflows. There are no tests covering the CIM key paths, real execution results, or independent third-party corroboration, so only limited verifiability is awarded.
- Do not treat the output as distribution-ready transaction material; management, legal counsel, and the deal team should verify facts, financial adjustments, confidentiality scope, and regulatory disclosures.
- The skill does not define controls for accessing, storing, transmitting, or deleting sensitive materials; add data-governance controls in a controlled environment.
- No reproducible DOCX/XLSX templates or test evidence are provided, so manual formatting and numerical review should be expected.
What does this skill do, and when should you use it?
This skill structures and drafts Confidential Information Memorandums for sell-side M&A processes. It organizes management, financial, customer, industry, and operating information into a standard transaction-oriented narrative. The intended deliverables are a professionally formatted Word document, a separate Excel appendix with detailed financials, and embedded charts and exhibits. It emphasizes data-supported claims, clear disclosure of material issues, confidentiality handling, and management and legal review.
Requests management presentations, three to five years of historical financials, budgets or forecasts, company and marketing materials, anonymized customer data, an org chart, prior presentations or board decks, and any available quality of earnings report; organizes the content into executive summary, company overview, industry overview, growth opportunities, customers and sales, operations, financial overview, and appendix sections; drafts a 40–60-page CIM; adds a confidentiality disclaimer and charts for financial trends, market size, and competitive positioning; produces a professionally formatted .docx document, a separate Excel appendix with detailed financials, and embedded charts and exhibits.
- An investment-banking team preparing first-round bid materials for a sell-side M&A process uses it to establish a consistent CIM structure and consolidate company information.
- Company management preparing sale-process materials uses it to organize the business model, customers, operations, and growth opportunities.
- A financial adviser with historical results and forecasts uses it to turn financial information into an investor-facing overview and investment highlights.
- A deal team preparing a controlled distribution version uses it to organize customer anonymization, confidentiality language, and review requirements.
What are this skill's strengths and limitations?
- Provides a standard CIM structure spanning transaction overview, business, industry, customers, operations, and financials.
- Requires claims such as growth assertions to be supported by data.
- Calls for confidentiality disclaimers, anonymization of sensitive customer data, and management fact review.
- Targets a Word document, Excel financial appendix, and embedded charts and exhibits.
- SKILL.md does not document the concrete tools, scripts, or templates used to generate Word, Excel, or chart outputs.
- Output quality depends on complete and accurate source materials.
- No automatic validation of financial data, market data, or legal disclosures is described.
- The source does not state pricing, platform coverage, or the existence of a test suite.
How do you install this skill?
In Claude Code, run: 1) claude plugin marketplace add anthropics/financial-services; 2) claude plugin install investment-banking@claude-for-financial-services. In Cowork, go to Settings → Plugins → Add plugin, paste https://github.com/anthropics/financial-services, and select the investment-banking vertical. The source does not document standalone installation steps for other clients.
How do you use this skill?
After installation, provide the available management presentations, three to five years of historical financials, budget or forecast, website and marketing materials, customer information, org chart, and other relevant sources. Example prompts include: Draft a CIM for this sell-side M&A process. and Organize these materials into a confidential information memorandum. The README also lists the /cim command.