CIM Generator — ibizai Claude for Financial Services

What the Agent Produces

Eight structured CIM sections, grounded in your data — no fabricated financials, no invented market share data.

Executive Summary Transaction overview, company snapshot, and key value proposition for the target buyer or investor audience.

Company Overview Business model, history, revenue streams, competitive position, and geographic footprint.

Business & Operations Products/services, operational infrastructure, key customers, supply chain, and regulatory environment.

Financial Performance & Highlights Historical financials presented factually from provided data — missing data flagged for management.

Growth Strategy & Opportunities Key growth initiatives, expansion opportunities, and strategic options from your inputs.

Transaction Overview Deal type, structure rationale, and what is being offered to potential buyers or investors.

Management Team Leadership overview, key executives, and retention/incentive structure.

Process & Next Steps Proposed process timeline, NDA requirements, and immediate action items for interested parties.

Generate Your CIM Draft

Provide company details and deal context. The agent produces an 8-section Confidential Information Memorandum draft grounded strictly in your inputs.

Draft only — for qualified professional review before any use. Not investment, legal, or compliance advice. Do not include material non-public information.

Company Name *

Sector / Industry *

Geography / Jurisdiction

Transaction Type

Company Description *

Financial Highlights

Growth Strategy & Opportunities

Management Team Overview

Output Language

How It Works

The CIM Generator is ibizai's implementation of the Anthropic Claude for Financial Services investment banking agent, adapted for mid-market M&A and cross-border transactions across Latin America, the Caribbean, and Iberia. Output is available in English, Spanish, and French.

You provide the company description, financial highlights (or note they are confidential), growth strategy, and management overview. The agent uses Gemini 2.5 Flash at temperature 0.2 to generate a structured eight-section CIM draft — grounded entirely in what you provide. Missing data is flagged as '[To be provided by management]'. No external financial databases are called; no figures are invented.

Important: All output is a first draft for qualified professional review. Do not use this tool with material non-public information. Verify all figures, market data, and legal characterizations before any client use or distribution. The generated CIM disclaimer is included in the output but must be reviewed by counsel before use. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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