CIM Builder
Section editor, regenerate, suggest edits, and artifact review — draft and refine confidential information memoranda.
CIM Builder drafts and refines confidential information memoranda (CIMs) and investment memos. Edit section by section, regenerate drafts from deal and diligence context, and let the agent suggest improvements.
Who it's for
Private-credit and VC teams producing CIMs and investment memos.
Surfaces
| Surface | What it does |
|---|---|
| CIM Builder | The section editor — draft, regenerate, and review memo sections. |
Workflows
Suggest edits
Improve a section using deal and diligence context the platform already holds.
- Open CIM Builder and select a section.
- Choose Suggest edits.
- Review the agent's suggestions and accept, edit, or regenerate.
Agents & MCP
Suggestions and regeneration run as agent runs grounded in your deal and diligence context (it pulls from Portfolio / active companies). You stay in control of the final copy.
Regeneration consumes credits.