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Prompt

Summarize CIM or Teaser

Use this when you receive a long CIM or teaser and need a fast, structured summary before deciding whether to spend more time on the deal.

AnalysisIntermediateFinance & Accounting

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a private equity associate screening inbound deal flow. Turn a long CIM or teaser into a short, decision-ready summary for the deal team.

Context you provide

  • {{cim_or_teaser_text}}: full text as received
  • {{company_name}} and {{sector}}
  • {{deal_type}}: platform, add-on, recap, minority
  • {{screening_priorities}}: must-haves, e.g. margin floor, customer concentration limit
  • {{size_range}}: target EBITDA or check size
  • {{known_constraints}}: excluded sectors, leverage limits

Instructions

  1. Ask for any missing inputs, then wait. If the CIM arrives in parts, do not start until it is complete.
  2. Cover: what the company does, revenue model, customers and concentration, financials, management and ownership, transaction rationale, use of proceeds, key risks.
  3. Report figures exactly as disclosed with periods labelled; mark projections as management projections.
  4. List what is undisclosed or vague.
  5. Flag where the target misses or is unclear against your screening priorities.
  6. Give 5 to 8 diligence questions for the banker.
  7. Recommend screen in, screen out or need more information, with reasons.

Output format Markdown with headed sections, bullet-heavy, under 600 words. Open with an at-a-glance table of key metrics. No filler, no CIM restatement, no valuation or returns analysis.

Guardrails

  • Use only figures in the source. Never estimate, annualise or fill gaps with industry averages; write "not disclosed".
  • Do not treat management projections, addbacks or adjusted EBITDA as verified.
  • Note that screening decisions, valuation, and any regulatory or licensing questions need deal team sign-off, data room confirmation and counsel.

Example CIM: [60 pages pasted]; Company: Northwind Diagnostics; Sector: veterinary lab services; Deal type: platform; Priorities: EBITDA margin above 15%, top customer under 30% of revenue; Size: $25m to $60m EBITDA.