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Drafting a confidential information memorandum (CIM) v1.0.0

Use this resource to structure and draft a confidential sale memorandum from the company's materials

New

  • 565 downloads
  • 159 likes
  • 178 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sell-side-cim-drafting

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent collects the source documents, then builds the standard memorandum outline, from the executive summary to the financial data, in a consistent tone. You get a structured CIM draft to complete and review.

Mostly picked by

Updated November 2, 2026

Card for the “Drafting a confidential information memorandum (CIM)” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: list of source documents to gather
  • SKILL.md: standard memorandum outline and drafting guidance

Good fit for

  • A sale process for a family-owned company
  • Organising scattered presentation material

Not for

    Tags

    • CIM
    • sale
    • memorandum
    • M&A

    About

    You say

    “Draft the CIM for our industrial maintenance company from the management presentation and the 2022–2025 accounts.”

    Card for the “Drafting a confidential information memorandum (CIM)” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to structure and draft a confidential sale memorandum from the company's materials
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.1 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/investment-banking/skills/cim-builder
    Licence
    Apache-2.0

    Notice

    « cim-builder » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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