Using the Auto-CIM Generator
Let's be direct about what the Auto-CIM is and isn't. It's a first draft — useful, structured, and fast to produce. It's not something you send to a buyer without touching. Here's what to expect and how to get it into a usable state.
What you'll learn
- ✓Understand what the Auto-CIM generates and what it does not
- ✓Trigger CIM generation from the report page
- ✓Review and edit the CIM output
Step-by-step guide
What the Auto-CIM actually produces
The Auto-CIM generates a structured long-form document from your client's assessment answers — covering business overview, financial profile, operational highlights, and a preliminary investment thesis.
Think of it as eliminating 60-70% of blank-page time, not as a finished deliverable. You'll still need to insert actual financial figures, sharpen the business description, and adjust the investment thesis to reflect what you know about the market. What you won't have to do is start from scratch.
The Auto-CIM does not pull live financial data. Everything it generates is based on the answers your client provided in the assessment questionnaire. If those answers were vague or incomplete, the CIM output will reflect that.
How to generate the CIM
The Auto-CIM is accessible from the report page — not directly from the client list. To get there:
1. Open the client record
2. Navigate to their report
3. Click the Auto-CIM button in the report action panel
Generation takes a few minutes. The platform will redirect you to the CIM view once it's ready.
Run the standard readiness report first and review it before generating the CIM. The quality of the CIM output is directly related to the completeness of the assessment answers.
Reviewing and editing the CIM
Once generated, the CIM displays as a structured document with editable sections. Review it top to bottom before sharing anything with a client or counterparty.
Common things to fix in the first pass: filling in placeholder financial figures, adjusting the business description to match how the client actually talks about their company, and softening or sharpening the investment thesis tone to match your firm's style.