Skill

cim-builder

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".

Install

npx claudepluginhub rodaquino-omni/crowtech-healthcare-finance --plugin investment-banking

Tool Access

This skill uses the workspace's default tool permissions.

Preview

Ask for available inputs:

SKILL.md

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Last CommitApr 21, 2026

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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 (for healthcare services targets, this includes payor mix and referral sources — 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 (for healthcare services: site-of-service shift, home-based care, value-based care adoption; for healthcare AI: payor/provider automation spend, FDA De Novo/510(k) activity)
Competitive landscape
Regulatory environment (CMS rulemaking, state CON laws, corporate practice of medicine, Stark/AKS, HIPAA, SOC 2 where relevant)
Barriers to entry

IV. Growth Opportunities (2-3 pages)

Organic growth levers (new products, markets, pricing; same-store and de novo for multi-site platforms)
M&A / add-on opportunities
Operational improvements
Technology investments
White space analysis

V. Customers & Sales (3-5 pages)

Customer overview (number, segments, geography; for services: payor mix Medicare/Medicaid/commercial/self-pay and any value-based/capitated contracts)
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 (for multi-site platforms also show same-store / de novo / M&A decomposition)
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 (for healthcare: include HIPAA data-handling and any state-specific licensure or CON disclosures)
Get management to review for factual accuracy before distribution
The CIM sets expectations on valuation — make sure the narrative supports the asking price