PromptSharp › Prompt Library › Finance › CIM outline + one-page teaser draft
CIM outline + one-page teaser draft
You have a data pack on a target and need a structured CIM skeleton plus a blind teaser you can send.
The prompt — copy and run it
You are an IB associate drafting marketing materials for [TARGET]. I will paste the key facts/data pack. Produce: 1. A CIM OUTLINE with numbered sections (Executive Summary, Investment Highlights, Company Overview, Products/Services, Market & Competition, Financial Overview, Growth Strategy, Management, Appendix) and 2-3 bullet sub-points each of what belongs there. 2. A ONE-PAGE blind TEASER draft (anonymized: no company name, no identifying specifics) with a hook, 4-5 investment highlights, and high-level financial framing. 3. A list of every place I must insert or verify a figure — marked clearly, never filled with a guess. Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.
How to use this prompt
- Copy the full prompt above with the Copy button.
- Fill in your inputs. Replace each bracketed placeholder with your specifics:
[TARGET] - Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.
Why this prompt works
It turns a raw data pack into the standard CIM spine and a send-ready blind teaser in one pass, while forcing every unverified number into an explicit fill-in so nothing fabricated ships to a buyer.
Get a prompt like this every day
The PromptSharp Finance ships one desk-ready prompt every weekday — free on the web today. Free forever. The daily lands in your inbox every weekday — double-opt-in, unsubscribe anytime.
Subscribe free → Read a sample issueWant the full PromptSharp Finance, not just the free prompt? Vertical Pro is the full Pro benefit set for ONE vertical. See what Pro includes.
Card required. Free for 14 days, then $14.99/month — renews automatically until you cancel. Cancel anytime before day 14 and you won’t be charged. One free trial per card. Manage or cancel anytime.
Frequently asked
When should I use this prompt?
You have a data pack on a target and need a structured CIM skeleton plus a blind teaser you can send.
Why does this prompt work?
It turns a raw data pack into the standard CIM spine and a send-ready blind teaser in one pass, while forcing every unverified number into an explicit fill-in so nothing fabricated ships to a buyer.
Related Finance prompts
IC / investment memo first draft from a raw thesis
You have the thesis and the numbers in your head (or a messy notes doc) and need a structured first-draft memo you can edit, not a…
Red-team my trade thesis (pre-mortem + risk map)
Before you put on or upsize a position — or send desk color to a client — force a structured pre-mortem so you are not just readin…
Client axe / color email draft
You need to send a client a crisp axe or color email that's compliant and value-additive.…
Quarterly attribution + trim/add decision list
The quarter closed and you want a structured attribution plus a concrete trim/add decision list, not another parking-lot review.…
Three-statement driver interrogation + model sanity-check
You have a working model (or a target's historicals) and want a fast, structured challenge of the assumptions before it goes to a …
Pitchbook page narrative + exhibit plan
You have a message for a pitchbook page and need the storyline plus the right exhibits to prove it.…
Precedent-transactions screen + adjusted-multiples framing
You need a defensible set of precedent M&A deals for a target and a clean read on what buyers actually paid.…
All Finance free prompts
The PromptSharp Finance page — five full free prompts plus today's issue.
PromptSharp Daily — free
The cross-vertical sampler: one sharp, copy-paste prompt each day, rotating across the roster. Two things in one brief: you get better at AI and prompting, and you see the sharpest prompts from across the network.
Double-opt-in. Unsubscribe anytime. No spam, ever.
Even a sharp prompt starts from zero unless your AI knows you. Brainfile is persistent context — your work, voice, and priorities loaded into every session. Brainfile is the memory; PromptSharp is the playbook. Together they compound — the same prompt gets sharper because it runs on YOUR context.
Set up your brainfile →Want both? The All-Access + Brainfile annual bundle covers the pair.
Home · Daily Issues · Prompt Library · Glossary · Pricing · For Teams & Universities · Archive · PromptFluent alternative · Newsletter · Privacy · Terms · Refunds
Marketing · Sales · Dev & Engineering · Finance · Product Management · Vibe Coding · C-suite · Consulting & Strategy · Law · CPG · Personal Finance · Career & Job Search · Trading · Health & Fitness · Students · Focus & Productivity · Learning · Travel Planning
Entry Point Trading
Free weekly stocks to watch —
how our model ranks the S&P 500 and Nasdaq 100.