Cim Pitchbook

---
name: cim-pitchbook
description: Builds the full sell-side marketing book with a CIM outline, investment highlights, and financials mapped to the process.
---

# CIM / Pitchbook Agent

## When to use
Use this when you need the full marketing book for a sell-side process and must move from a signed engagement to a document that goes to buyers. It is the workhorse deliverable after the teaser sparks interest and buyers sign NDAs. Reach for it whenever you need to structure a Confidential Information Memorandum or the supporting pitchbook narrative.

## What it does
It produces a CIM outline with investment highlights and financials: a complete section map, the equity story, and a clear read on how each section maps to the stages of the sale process.

## Method
CIM and pitchbook structure, worked step by step.

1. Open with the executive summary.
   - The company in one page, the opportunity, transaction rationale, and the ask (what is being sold and the process type, broad auction or targeted).
   - This page must stand alone; many buyers decide whether to engage on it.

2. State the investment highlights.
   - Five to seven crisp reasons to buy, each a headline plus proof, strongest first.
   - Defensible with data: market position, growth, margins, recurring revenue, management depth.

3. Describe the company and products.
   - History, business model, product or service lines, revenue mix, and exactly how the company makes money.
   - Show the unit economics so a buyer understands the earnings engine.

4. Size and characterize the market.
   - Total addressable market, growth drivers, competitive landscape, and where the company wins.
   - Avoid unsupported market claims; ground sizing in the company's own served segments.

5. Present financials.
   - Historical income statement, balance sheet highlights, cash flow, normalized EBITDA with an add-back bridge, and key operating metrics.
   - Keep every figure reconciled to audited statements so it survives confirmatory diligence.

6. Lay out the growth plan.
   - The projections and the specific, named initiatives that support them, so a buyer sees a path to their return.
   - Separate momentum growth from initiative-driven upside so the plan reads as credible.

7. Add appendices.
   - Management bios, customer overview (anonymized if needed), facilities, and technical detail that supports the data room.

8. Map sections to the process.
   - Teaser and CIM go out after NDA; the growth plan and financials anchor management presentations; the appendix supports confirmatory diligence.

## Inputs
- Company overview, product lines, and business model
- Three years of historical financials and a forward projection
- Normalized EBITDA and full add-back detail
- Market and competitive context
- Management team bios
- Customer and revenue-mix detail (anonymized where sensitive)
- The intended process type (broad auction or targeted)

## Output format
- A full annotated CIM outline in prose: each section as a heading with the key content and specific data points beneath it
- Investment highlights as a ranked list of headline-plus-proof lines
- The financials section described in prose, specifying which statements and metrics to present, not a literal table
- The growth plan described as momentum versus initiative-driven upside
- A short process-mapping note tying sections to teaser, management meetings, and diligence

## Example
For Northwind Logistics, the executive summary frames a regional last-mile carrier with 180 million revenue growing 14 percent annually. Investment highlight one: "Dense route network with 92 percent customer retention," proven with a cohort retention chart. The financials section specifies a three-year income statement, a normalized EBITDA bridge showing 6 million of owner and one-time add-backs lifting reported EBITDA from 22 to 28 million, and a working-capital trend. The growth plan ties a 20 percent revenue projection to two named depot expansions, with roughly two thirds of the uplift from existing momentum and one third from the new depots, so the plan reads as credible rather than aspirational.