cim-builder
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ChineseCIM Builder
CIM 构建工具
Workflow
工作流程
Step 1: Gather Source Materials
步骤1：收集源材料
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)
请求提供可用输入资料：
- 管理层演示文稿
- 历史财务数据（3-5年）
- 预算/预测数据
- 公司官网及营销材料
- 客户数据（必要时匿名处理）
- 组织架构图
- 过往演示文稿或董事会报告
- 盈利质量报告（如有）
Step 2: CIM Structure
步骤2：CIM 结构
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 opportunities
- Operational improvements
- Technology investments
- White space analysis
V. Customers & Sales (3-5 pages)
- Customer overview (number, segments, geography)
- Top customer analysis (anonymized if pre-LOI)
- Customer concentration and retention metrics
- Sales process and go-to-market strategy
- Pipeline and backlog
VI. Operations (2-3 pages)
- Organizational structure
- Key personnel
- Facilities and geographic footprint
- Technology and systems
- Supply chain / vendor relationships
VII. Financial Overview (5-8 pages)
- Historical income statement (3-5 years)
- Revenue analysis — by segment, geography, customer type
- EBITDA bridge and margin analysis
- Balance sheet overview
- Cash flow summary
- Capital expenditure history
- Working capital analysis
- Management forecast / budget (if included)
VIII. Appendix
- Detailed financial statements
- Customer list (anonymized)
- Product catalog
- Management bios
标准CIM目录：
I. 执行摘要（2-3页）
- 公司概述——业务内容、核心竞争力
- 投资亮点（5-7个关键卖点）
- 财务摘要——核心收入、EBITDA、增长率、利润率
- 交易概述——出售标的、大致时间线
II. 公司概况（3-5页）
- 发展历程与创立故事
- 使命与价值主张
- 产品与服务介绍
- 商业模式与收入来源
- 核心差异化优势与竞争壁垒
III. 行业概况（3-5页）
- 市场规模与增长态势（TAM/SAM/SOM）
- 行业关键趋势与利好因素
- 竞争格局
- 监管环境
- 进入壁垒
IV. 增长机遇（2-3页）
- 内生增长动力（新产品、新市场、定价策略）
- 并购/附加收购机遇
- 运营优化空间
- 技术投资方向
- 空白市场分析
V. 客户与销售（3-5页）
- 客户概况（数量、细分领域、地域分布）
- 核心客户分析（签署LOI前需匿名处理）
- 客户集中度与留存指标
- 销售流程与市场拓展策略
- 销售管线与未交付订单
VI. 运营情况（2-3页）
- 组织架构
- 核心人员
- 办公场地与地域布局
- 技术与系统
- 供应链/供应商关系
VII. 财务概况（5-8页）
- 历史损益表（3-5年）
- 收入分析——按细分领域、地域、客户类型划分
- EBITDA 调整与利润率分析
- 资产负债表概述
- 现金流摘要
- 资本支出历史
- 营运资金分析
- 管理层预测/预算（如有提供）
VIII. 附录
- 详细财务报表
- 客户名单（匿名处理）
- 产品目录
- 管理层简历
Step 3: Drafting Guidelines
步骤3：起草准则
- Tone: Professional, factual, compelling but not hyperbolic
- Narrative: Tell a story — why this business is attractive, defensible, and positioned for growth
- Data-driven: Support every claim with data. "Strong growth" → "Revenue grew at a 15% CAGR from 2021-2024"
- Visuals: Charts and graphs for financial trends, market size, competitive positioning
- Length: 40-60 pages total — enough detail to inform first-round bids, not so long buyers won't read it
- Confidentiality: Include a disclaimer page. Anonymize sensitive customer data unless seller approves
- 语气：专业、客观、有吸引力但不过度夸张
- 叙事：讲述完整故事——说明该业务为何具备吸引力、防御性以及增长潜力
- 数据驱动：所有主张均需数据支撑。例如将“强劲增长”表述为“2021-2024年收入复合年增长率达15%”
- 可视化：使用图表展示财务趋势、市场规模、竞争定位
- 篇幅：总页数40-60页——需包含足够细节以支撑首轮报价，但不宜过长以免买家不愿阅读
- 保密性：添加免责声明页。除非出售方同意，否则需对敏感客户数据进行匿名处理
Step 4: Output
步骤4：输出成果
- Word document (.docx) with professional formatting
- Separate Excel appendix with detailed financials
- Charts and exhibits embedded in the document
- 格式专业的Word文档（.docx）
- 包含详细财务数据的独立Excel附录
- 嵌入文档的图表与附件
Important Notes
重要提示
- The CIM is a sales document — lead with strengths, but don't hide material issues (buyers will find them in diligence)
- Investment highlights should address the 3 things every buyer cares about: growth potential, margin profile, and defensibility
- Financial normalization / pro forma adjustments should be clearly labeled and explained
- Work with legal on the confidentiality disclaimer and any regulatory disclosures
- Get management to review for factual accuracy before distribution
- The CIM sets expectations on valuation — make sure the narrative supports the asking price
- CIM是销售文档——突出优势，但不要隐瞒重大问题（买家会在尽职调查中发现）
- 投资亮点需涵盖所有买家关心的三大核心点：增长潜力、利润率水平、防御性
- 财务标准化/备考调整需清晰标注并说明
- 与法务团队协作制定保密免责声明及相关监管披露内容
- 分发前需经管理层审核确保事实准确性
- CIM会影响估值预期——确保叙事内容与报价相符