cim-builder

Compare original and translation side by side

🇺🇸

Original

English

🇨🇳

Translation

Chinese

CIM 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