skills/cim-builder/assets/cim_intake_checklist.md

# CIM Intake Checklist

## Transaction context

- Transaction objective.
- Transaction type.
- Seller type.
- Desired buyer universe.
- Process timeline.
- Confidentiality restrictions.
- Known red flags.
- Firm/client style precedent.

## Company materials

- Existing CIM, teaser, pitch deck, lender presentation, board deck.
- Company overview and history.
- Product/service descriptions.
- Management bios and org chart.
- Customer logos and approved case studies.
- Market studies and competitive materials.
- Product roadmap.
- Operations overview.

## Financials

- Audited financials.
- Monthly management financials.
- Latest LTM financials.
- Management forecast.
- Revenue by segment/product/geography/customer/channel.
- Gross margin detail.
- Operating expense detail.
- EBITDA and adjusted EBITDA bridge.
- Capex.
- Working capital.
- Debt and cash.
- Budget vs. actual.

## KPIs

- Sector KPI dashboard.
- KPI definitions.
- KPI source systems.
- Customer retention and churn.
- Pipeline/backlog.
- Cohort data.
- Sales productivity.
- Unit economics.

## Diligence and process

- QoE report or status.
- Legal diligence summary.
- Tax diligence summary.
- Data room index.
- Buyer Q&A log.
- Management interview notes.
- Customer call notes.
- Counsel/compliance disclosure requirements.