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".

Quality

90%

Does it follow best practices?

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Adds up to 20 points to the overall score

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Securityby

Low

Low-risk findings worth noting

Quality

Content

80%

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A well-organized, actionable instruction skill with a complete CIM template and concrete drafting guidance. It is weakest on workflow clarity (validation checkpoints implicit) and progressive disclosure (large inline template, no reference files).

Suggestions

Add explicit validation checkpoints into the workflow sequence — e.g., after drafting: 'Verify every investment highlight maps to data in the Financial Overview; confirm factual accuracy with management before producing output' — rather than burying these reviews in Important Notes.

Move the detailed 8-section CIM TOC into a references/cim-structure.md file and link to it from SKILL.md to keep the overview lean and improve progressive disclosure.

Add a short 'Quality check before distribution' step that lists the factual, legal, and valuation-narrative reviews currently scattered across Important Notes.

Dimension	Reasoning	Score
Conciseness	Dense domain guidance with no padding of concepts Claude already knows (no 'what is a CIM' exposition); the CIM template and drafting rules are non-obvious, useful content where every token earns its place, rather than the verbose explanatory level below.	3 / 3
Actionability	Provides a complete content template (8-section TOC with page ranges), specific drafting rules, and a worked data-driven example ('Strong growth' → 'Revenue grew at a 15% CAGR from 2021-2024') — actionable guidance for an instruction-only skill, not merely a description.	3 / 3
Workflow Clarity	The four-step sequence (Gather → Structure → Draft → Output) is clear, but the validation/review checkpoints (management factual review, legal disclaimer review) live in 'Important Notes' rather than as explicit inline checkpoints in the workflow, so checkpoints are implicit — not the level above which requires explicit validation steps.	2 / 3
Progressive Disclosure	Well-sectioned single file, but the ~58-line CIM structure template is inline content that could be split into a separate reference, and there are no progressive-disclosure references at all — matching the 'content that should be separate is inline' anchor rather than the split-and-signaled level above.	2 / 3
	Total	10 / 12 Passed

Description

100%

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong, well-targeted description: third-person action voice, concrete capabilities, an explicit 'Use when' clause, and a rich set of natural trigger terms for a distinct M&A niche. It mirrors the good-overall examples and needs no changes.

Dimension	Reasoning	Score
Specificity	Names concrete actions — 'Structure and draft a Confidential Information Memorandum' and 'Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow' — matching the multi-specific-action anchor rather than the single-action level below.	3 / 3
Completeness	Explicitly states both what it does (structure/draft a CIM, organize company data into an investor-ready document) and when to use it ('Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process') with explicit trigger terms.	3 / 3
Trigger Term Quality	Lists natural M&A terms a user would actually say — 'CIM', 'confidential information memorandum', 'offering memorandum', 'info memo', 'draft CIM', 'sell-side materials' — strong coverage rather than just one or two relevant keywords.	3 / 3
Distinctiveness Conflict Risk	Occupies a clear niche (sell-side M&A CIM drafting) with distinctive triggers unlikely to overlap with or fire for unrelated skills.	3 / 3
	Total	12 / 12 Passed

Validation

100%

Warnings & errors only

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository: anthropics/financial-services
Path: plugins/vertical-plugins/investment-banking/skills/cim-builder/SKILL.md
Commit: eb0c1ea

Reviewed: about 13 hours ago

Table of Contents

Discovery Implementation Validation

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