cim-builder

cim-builder is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (863 once invoked), scanned A, a copy of cim-builder, Apache-2.0.

A method for organizing and drafting a Confidential Information Memorandum, or CIM—a document that presents a company to potential buyers during a sale. It combines business, financial, customer, and organizational information into a consistent structure.

In plain words
What is it for?
Use it to prepare sell-side M&A materials, including company overviews, investment highlights, financial summaries, transaction details, and supporting sections.
Why use it?
It gives a sale document a logical order and helps turn scattered source materials into a clear description of the company, its results, and the proposed transaction.

Skill for Claude Code

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

Part of the investment-banking plugin — 9 skills, 7 commands shipped together

Good fit Use it to prepare sell-side M&A materials, including company overviews, investment highlights, financial summaries, transaction details, and supporting sections.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/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 yuping322/financial-services-plugins-new --skill cim-builder
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install investment-banking, the plugin that ships this one along with the rest of its 9 skills, 7 commands.

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 cim-builder

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/cim-builder/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/cim-builder)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/cim-builder"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/cim-builder/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for cim-builder

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/cim-builder"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/cim-builder.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 863 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.
Origin 100% copy Near-identical to another mod 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 $0.00000 $0.00863
Opus 5 $0.00000 $0.00432
Sonnet 5 $0.00000 $0.00173
Haiku 4.5 $0.00000 $0.00086

Measured 10d ago against content hash d7dfb27fc08f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

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 10d 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.

Origin

This is a copy

100% identical to cim-builder — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

investment-banking/skills/cim-builder/SKILL.md · 103 lines

How it starts

The opening of the file, as written. The whole thing — 103 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CIM Builder

description: 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".

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 (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
  • Competitive landscape
  • Regulatory environment
  • Barriers to entry

IV. Growth Opportunities (2-3 pages)

  • Organic growth levers (new products, markets, pricing)
  • M&A / add-on opportunities
  • Operational improvements
  • Technology investments
  • White space analysis

V. Customers & Sales (3-5 pages)

  • Customer overview (number, segments, geography)
  • 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

Read the full file on GitHub · 103 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. 10d ago First seen · 103 lines · 0 tokens per session scan A d7dfb27fc08f

Subscribe to this mod's changes

cim-builder is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 863 tokens. A static security scan graded it A with 0 findings. It is 100% identical to cim-builder, differing in 0 lines, and is treated as a copy.