From ma-advisory
Sell-side deal marketing deliverables — CIM drafting, management presentation decks, and equity story construction. Synthesizes raw financials, management interviews, and competitive data into compelling investment narratives that maximize competitive bidding tension and valuation. Use when user asks to "prepare deal marketing materials", "create a CIM", "teaser document", or mentions deal marketing, investor outreach, or sell-side materials.
npx claudepluginhub lauraflorentin/skills-marketplace --plugin ma-advisoryThis skill uses the workspace's default tool permissions.
The CIM and Management Presentation are the most important sell-side marketing documents. They bridge a buyer's initial curiosity and their formal decision to bid. This skill accelerates their creation from weeks to days.
Designs and optimizes AI agent action spaces, tool definitions, observation formats, error recovery, and context for higher task completion rates.
Compares coding agents like Claude Code and Aider on custom YAML-defined codebase tasks using git worktrees, measuring pass rate, cost, time, and consistency.
Designs, implements, and audits WCAG 2.2 AA accessible UIs for Web (ARIA/HTML5), iOS (SwiftUI traits), and Android (Compose semantics). Audits code for compliance gaps.
The CIM and Management Presentation are the most important sell-side marketing documents. They bridge a buyer's initial curiosity and their formal decision to bid. This skill accelerates their creation from weeks to days.
The single most important sell-side marketing document, designed to present the target in optimal commercial light while maintaining factual defensibility.
| Section | Focus |
|---|---|
| Executive Summary | Investment thesis and transaction rationale |
| Company Overview | Corporate evolution, milestones, ownership structure |
| Market & Industry Analysis | TAM, macroeconomic tailwinds, competitive positioning |
| Products & Services | Offerings, revenue models, pricing, value propositions |
| Sales & Marketing | CAC, LTV, churn rates, pipeline velocity |
| Management & Employees | Leadership bios, org structure, cultural attributes |
| Financial Results & Projections | Historical IS/BS plus management-adjusted 5-year forecast |
A 60-page CIM traditionally takes 4-6 weeks. AI compresses this to 1-2 weeks with higher consistency.
A dynamic, 20-30 slide narrative delivered live by management to prospective buyers. Moves beyond CIM numbers to project vision, culture, and expansion potential.
| Section | Focus |
|---|---|
| Vision & Market Leadership | The "why" — competitive moat, corporate values |
| Historical Performance | Key inflection points and strategic decisions |
| Go-To-Market Strategy | Expansion vectors, up-sell/cross-sell, channel strategy |
| 5-Year Forecast | Financial roadmap and growth assumptions |
| Platform Value & Synergy Potential | How the acquirer specifically benefits |
This frees senior advisors to coach management on delivery and simulate aggressive buyer Q&A, rather than adjusting pixels.
Input: "Draft a two-page teaser for a $85M ARR B2B SaaS company being sold."
Teaser structure output:
| Problem | Cause | Fix |
|---|---|---|
| CIM too long | Including all company data | CIMs should be 40–60 pages; move granular data to VDR appendices |
| Equity story isn't compelling | Leading with financials | Open with the strategic thesis: "Why this asset, why now?" |
| Management presentation overruns time | No time allocation | Cap at 60–90 minutes; assign max page count per section |
| Valuation range rejected by management | Unrealistic expectations | Anchor with precedent transactions first, then bottom-up DCF |