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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.
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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.
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