Cim Builder

OrganizationPopular

anthropics

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".

Overview

Publisher	anthropics
Repository	`financial-services`
Skill name	`cim-builder`
Stars	38.4K
Forks	5.5K
Bundled files	Instructions only
License	Apache-2.0
Links	Skill source Repository

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by anthropics on GitHub. Read the source before you install it.

Installation

Install the Cim Builder AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/cim-builder
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/cim-builder

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/anthropics/financial-services.git /tmp/financial-services
mkdir -p .claude/skills
cp -r /tmp/financial-services/plugins/vertical-plugins/investment-banking/skills/cim-builder .claude/skills/cim-builder

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Cim Builder in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Cim Builder on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Cim Builder is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

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 (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

VII. Financial Overview (5-8 pages)

Historical income statement (3-5 years)
Revenue analysis — by segment, geography, customer type
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
Get management to review for factual accuracy before distribution
The CIM sets expectations on valuation — make sure the narrative supports the asking price

Frequently asked questions

What does the Cim Builder AI skill do?

Why use Cim Builder on TypingMind?

Because you install it once and use it with any model. Cim Builder is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Cim Builder in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/cim-builder. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Cim Builder?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Cim Builder?

As many as you like. As long as a model supports skills, you can use Cim Builder with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Cim Builder AI skill free?

Yes. It is published on GitHub by anthropics under the Apache-2.0 license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

CIM Builder

Workflow

Step 1: Gather Source Materials

Step 2: CIM Structure

Step 3: Drafting Guidelines

Step 4: Output

Important Notes

Frequently asked questions

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