china-cim-builder

china-cim-builder is a skill for Claude Code from jwangkun/claude-for-financial-services-cn. It costs 80 tokens per session (1,708 once invoked), scanned A, original, Apache-2.0.

A tool for drafting Confidential Information Memorandums, or CIMs—detailed documents that describe a company to potential buyers in a sale process. It is adapted for Chinese A-share companies and mergers and acquisitions.

In plain words
What is it for?
Use it to define a CIM’s scope and assemble company profiles, financial history, valuations, industry comparisons, ownership details, and supporting research for potential buyers.
Why use it?
It organizes company, financial, ownership, industry, and transaction information into a consistent document structure. This reduces the manual work involved in preparing sell-side deal materials.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the investment-banking plugin — 10 skills shipped together

Good fit Use it to define a CIM’s scope and assemble company profiles, financial history, valuations, industry comparisons, ownership details, and supporting research for potential buyers.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/jwangkun/claude-for-financial-services-cn/china-cim-builder
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add jwangkun/claude-for-financial-services-cn --skill china-cim-builder
Clone the repo
git clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cn

Made for: Claude Code.

Or install investment-banking, the plugin that ships this one along with the rest of its 10 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for china-cim-builder

README.md
[![agentmods](https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-cim-builder/github.svg)](https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-cim-builder)
Your own site
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-cim-builder"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-cim-builder/github.svg" alt="Measured on agentmods" height="20"></a>

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agentmods 80×15 button for china-cim-builder

Your own site · 80×15
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-cim-builder"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-cim-builder.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 80 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,708 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00080 $0.01708
Opus 5 $0.00040 $0.00854
Sonnet 5 $0.00016 $0.00342
Haiku 4.5 $0.00008 $0.00171

Measured 12d ago against content hash bd8e7418e5b6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

china-cim-builder scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

vertical-plugins/investment-banking/skills/china-cim-builder/SKILL.md · 224 lines

How it starts

The opening of the file, as written. The whole thing — 224 lines — stays where its author put it; the contents beside it link to each section on GitHub.

china-cim-builder

Purpose

Draft A股并购CIM (Confidential Information Memorandum) for sell-side M&A processes — comprehensive, confidential company overviews for potential buyers.

Data Sources

Tier 0 — 万得 Wind(最全面付费数据)

  • 覆盖:A股/港美股/基金/指数/债券/宏观/研报/分析(44个工具)
  • MCP 服务:wind-mcp(需 WIND_API_KEY 密钥,以 ak_ 开头)
  • 优势:全市场覆盖面最广、数据最全面、包含研报和量化分析
  • 密钥申请:https://aifinmarket.wind.com.cn/#/home

Tier 1 — 同花顺 iFind(付费精确数据)/ AkShare MCP(Tier-2 免费备选)

get_stock_info(ticker)                        → Company profile
get_quote(ticker)                            → Valuation snapshot
get_historical_data(ticker)                  → Trading history
get_financials(ticker, "income", "annual")    → Historical P&L
get_financials(ticker, "balance", "annual")   → Historical BS
get_financials(ticker, "cashflow", "annual")  → Historical CF
get_industry_stocks(industry="...")            → Industry peers

Secondary Sources

  • 巨潮 — full annual reports, announcements
  • 公司官网 — IR materials, presentations
  • 券商研报 — existing research
  • 企查查 / 天眼查 — corporate structure, subsidiaries

Workflow

Step 1: Define CIM Scope

CIM types:

Type Use Typical Length
Full CIM Comprehensive sell-side 50-100 pages
Summary CIM Initial teaser + overview 15-25 pages
Teaser Anonymous preview 1-2 pages
Management presentation Buyer meeting 20-40 slides

Step 2: Standard CIM Structure

A-share CIM sections:

一、交易概述 (Transaction Overview)
   - 交易背景
   - 交易结构
   - 时间表

二、公司概览 (Company Overview)
   - 公司简介
   - 发展历程
   - 业务模式
   - 组织结构
   - 管理层介绍

三、行业分析 (Industry Analysis)
   - 市场规模
   - 发展趋势
   - 竞争格局
   - 政策环境

四、经营分析 (Operating Analysis)
   - 业务拆分
   - 核心竞争优势
   - 客户结构
   - 渠道网络
   - 供应链

五、财务分析 (Financial Analysis)
   - 历史财务表现
   - 财务比率分析
   - 盈利质量
   - 现金流分析

六、估值分析 (Valuation Analysis)
   - 交易比较 (可比交易)
   - 交易倍数 (Trading comps)
   - DCF估值
   - 估值区间

七、风险因素 (Risk Factors)
   - 行业风险
   - 公司风险
   - 市场风险
   - 政策风险

八、附录 (Appendices)
   - 详细财务报表
   - 管理层简历
   - 术语表

Read the full file on GitHub · 224 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 224 lines · 80 tokens per session scan A bd8e7418e5b6

Subscribe to this mod's changes

china-cim-builder is a skill published in the GitHub repository jwangkun/claude-for-financial-services-cn (744 stars, last pushed 3mo ago), licensed Apache-2.0. It adds 80 tokens to every session and 1,708 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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