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 opp…