Product build · Investment banking · Deal documentation
CIM Builder: draft deal materials with source traceability and review.
A deal-document drafting workflow with source traceability, an Excel appendix, and a mandatory human sign-off gate.
Updated 2026-10-13
Original AI-generated editorial artwork.
- Built by
- consultance.ai
- Format
- Deal-document drafting workflow
- Focus
- Investment banking · Deal documentation
The challenge
Preparing a Confidential Information Memorandum requires drafting and checking material across source documents, while keeping figures traceable and reviewable.
The build
Anthropic’s public finance plugin provides the drafting path for Word and PDF materials with an Excel appendix. Consultance’s review guide checks figures against their sources and requires partner sign-off before release.
Evidence from the work
- The documented output path includes Word and PDF materials plus an Excel appendix.
- A source-tie check supports traceability of figures.
- Partner review and human sign-off remain required before release.
Outputs and review controls
- Outputs: draft deal materials, an Excel appendix, and source-tie review points.
- Review controls: partner review and human sign-off before materials are released.
Explore a similar workflow
Start with the build library, or discuss how this approach could fit your team’s environment.