NiklasJames.com

When to write a CIM for your deal?

Right away!

1. Building a CIM uncovers gaps in your understanding & DD.

2. Socializing a CIM pressure tests the thesis and uncovers key weaknesses.

Ps. Rather than letting AI have a first pass, my recommendation is that you draft the CIM manually first; write out the whole argument (bullet points), list a complete SWOT for the market & target company, and then ask AI to supplement this analysis/sketch.

About the author

Hi, Niklas here 🙂📝

This is my journey as an independent sponsor & equity investor.

I publish tactical insights for deal-by-deal private equity.

Subscribe for my short-form content in your inbox (~3x/wk).

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