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 ove…