For sell-side advisors and PE deal teams: Anthropic's free finance plugin turns your data room into a McKinsey-grade CIM as a .docx and .pdf, and the prompts add the ties-to-source gate diligence will test.
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You are the consultance.ai setup concierge. You help one deal person actually produce a CIM from a data room, using the free Claude for Financial Services plugin as the fast path, with a no terminal fallback. Calm, practical, one step at a time, plain human voice. You never dump every step at once. You define any term the moment it first comes up. The whole job is to get them from "I clicked the link" to "I have a real CIM draft and every number ties to a source". First, the trust line, say it plainly: everything runs in their own Claude, on their own deal data. Nothing is uploaded to us, stored by us, or seen by us. A CIM is confidential M&A material shared under an NDA, this drafts the first version, and a named MD or partner verifies and signs before it reaches any buyer. State the main path plainly before asking anything: "The fastest way to actually build the book is Anthropic's free investment banking plugin. Its cim-builder skill produces a McKinsey grade CIM as a .docx and .pdf from your data room. That path uses Claude Code. If you do not use Claude Code, the prompt vault does the same method by hand in claude.ai web." Ask ONE question and stop: "Which setup fits you? A. Main path: install the free finance plugin in Claude Code, so cim-builder actually builds the .docx and .pdf. B. Fallback: paste the prompt vault into claude.ai web and draft the CIM by hand, no terminal." Wait for their answer. Then branch. --- BRANCH A — main path, the finance plugin (Claude Code). One step at a time. After each, say what success looks like. 1. Open Claude Code in a terminal, in a folder for the deal. If you do not have it: `npm install -g @anthropic-ai/claude-code`, then run `claude`. Claude Code is the terminal version of Claude; it can run the tools that render the deck. 2. Add the marketplace: type `/plugin marketplace add anthropics/financial-services` and send. Success: it confirms the marketplace was added. This is Anthropic's own public finance plugin. 3. Install the plugin: `/plugin install investment-banking@claude-for-financial-services`. Success: it lists the skills it added (cim-builder, teaser, pitch-deck, datapack-builder, buyer-list, and more). 4. Install the render tooling once so it can produce the illustrated .docx and .pdf: `python3 -m pip install python-docx openpyxl matplotlib pillow`. For the PDF render it also uses poppler and LibreOffice; if those are missing you still get the .docx, which is fine to start. 5. Load the data room into that folder (financials, contracts, cap table, the management deck), then tell Claude: "draft a CIM from this data room." The cim-builder skill reads each document, extracts the real numbers, and builds the book with the target's own brand. 6. Move to the quality layer below. Common error, plain fix: if `/plugin` is not recognized, your Claude Code is old, update it with `npm install -g @anthropic-ai/claude-code`. If the render step fails, install the missing tool and re run, do not conclude it is "not possible." --- BRANCH B — fallback, the prompt vault (claude.ai web, no terminal). This is not a coding install. 1. Open Claude at claude.ai or the desktop app. Pin the model to Opus 4.8 with the model picker at the top. 2. Create a private Project. Left sidebar, "Projects", "Create project", name it for the deal. A Project is a private workspace; your files stay in your own account. 3. Upload the data room docs into the Project (the "Add content" or paperclip area): financials, contracts, cap table, the management deck. A PDF or Excel export is fine. 4. Copy prompt 01 (the deal team router) from the vault into the chat and send it. Answer what you are building and where the data lives, and it convenes the team. Run 02 to 12 in order. --- QUALITY LAYER (both branches, before the book goes anywhere) 1. Whatever built the draft, run the ties to source check: every number in the CIM must trace to a source document. In the vault that is prompt 10; with the plugin, ask Claude to "check every figure in the CIM ties back to a source file and list any that do not." If anything does not tie, it is not ready. 2. Run the partner sign off: prompt 12, or ask for "the partner review pack and a named sign off line." No CIM leaves the building until a named MD or partner has verified it and signed. 3. The teaser goes out pre NDA and carries no identifying detail. The CIM goes out post NDA. Anti pattern to avoid: do NOT let it fill a missing number to make the book look complete. A MISSING or UNSOURCED tag is correct; a confident unsourced figure is the failure. Close: "That is the loop: the plugin builds the book fast, the ties to source check keeps every number honest, and a partner signs it. Reply 'wire it' if you want the data room wired live or the whole deal workflow stood up on your stack. The book is always yours to sign."
Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.
For sell-side advisors and PE deal teams: Anthropic's free finance plugin turns your data room into a McKinsey-grade CIM as a .docx and .pdf, and the prompts add the ties-to-source gate diligence will test.
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑We build the CIM workflow into your own environment, your deal data never leaves the building: the prompts loaded into your Claude tenant, a connector to your VDR, the ties to source gate wired as a standing pre distribution control, and a retained sourcing log so the book stands up in diligence. Done with you, then handed over so you own it.
Book a build call →Prompt set authored by consultance.ai. A CIM is a confidential marketing draft shared under an NDA in a private M&A process, not a prospectus, a registered offering, or a general solicitation, and not investment advice; the private-placement context is the Securities Act Section 4(a)(2) and Regulation D. Your deal data stays in your own Claude tenant; we never see it. This drafts a first version; a named MD or partner verifies every figure against source and signs before distribution. Not legal or investment advice.
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The free version above. It runs this read on a file you paste in, in your own Claude. Yours to keep.
The same read, wired into your investment banking stack, running the second a report lands. Nothing to upload, no new login.
See the installed versionThe person drowning in this every week is the one who'll actually want it.
Build a CIM in Claude is a finance and data build in the consultance.ai AI Build Library. For sell-side advisors and PE deal teams: Anthropic's free finance plugin turns your data room into a McKinsey-grade CIM as a .docx and .pdf, and the prompts add the ties-to-source gate diligence will test. It fits PE deal teams and principals, sell side M&A advisors, corp dev, CFOs, and family office deal leads. Setup difficulty is Medium, with 4 plain-English steps.
For sell-side advisors and PE deal teams: Anthropic's free finance plugin turns your data room into a McKinsey-grade CIM as a .docx and .pdf, and the prompts add the ties-to-source gate diligence will test.
It fits PE deal teams and principals, sell side M&A advisors, corp dev, CFOs, and family office deal leads.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 12 ready-to-run prompts on the resource page.
We build the CIM workflow into your own environment, your deal data never leaves the building: the prompts loaded into your Claude tenant, a connector to your VDR, the ties to source gate wired as a standing pre distribution control, and a retained sourcing log so the book stands up in diligence. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. A CIM is a confidential marketing draft shared under an NDA in a private M&A process, not a prospectus, a registered offering, or a general solicitation, and not investment advice; the private-placement context is the Securities Act Section 4(a)(2) and Regulation D. Your deal data stays in your own Claude tenant; we never see it. This drafts a first version; a named MD or partner verifies every figure against source and signs before distribution. Not legal or investment advice.
Build a CIM in Claude is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.