✗The Traditional Trap
- ✗ Rebuilding the first draft manually for each deal.
- ✗ Analysts spending time stitching together repeatable sections by hand.
- ✗ Slow first-draft turnaround makes internal review harder to schedule.
The AIVI Workflow
- Generates a structured CIM draft in a few minutes.
- Provides a reusable draft starting point for advisor review.
- Keeps the team focused on review and refinement instead of rebuilding every section manually.
What is AutoCIM and How Does It Work?
What is AutoCIM?
AutoCIM is an AI-powered tool that automatically generates a comprehensive Confidential Information Memorandum (CIM) from your financial data and company documents, saving hours of manual work for investment bankers and M&A professionals.
Key Benefits of Using AutoCIM for Your Next Deal
By automating the preliminary drafting stage, AutoCIM empowers M&A advisors and transaction teams to bypass tedious manual assembly and transition directly to the vital review and positioning phase:
- Unmatched Velocity: Convert exit diagnostic questionnaires and raw client data into a structured Word-compatible CIM draft in minutes, not days.
- Strategic Alignment: Maintain strict consistency between quantitative financial statements and qualitative marketing narratives.
- Customized Control: Adjust tone and layout dynamically, ensuring your firm's professional brand and compliance disclosures remain secure.
How the workflow works
A faster first draft, with advisor review still at the center.
Assessment-to-draft handoff
After the client completes the 40-point strategic diagnostic, the Auto-CIM workflow starts assembling a structured first draft from the submitted business context and report data.
AI-assisted drafting
Structured prompts expand the assessment into narrative sections, draft positioning language, and supporting analysis that advisors can edit before final export.
Reviewed export
Export a branded draft with your firm's logo and disclaimer settings, then finalize the content through your normal review process before sharing it externally.
Interactive M&A Deal Valuation Tools
Quantify Enterprise Values, verify due diligence books, and estimate strategic synergy premiums in real-time.
EBITDA Calculator
Model Enterprise Value and EBITDA multiples based on cash-flow parameters.
Consistency Auditor
Reconcile VDR files and CIM statements to check QofE due diligence clawbacks.
Readiness Scorecard
Verify exit-readiness parameters, customer concentrations, and legal roadblocks.
Synergy Estimator
Estimate annual cost reductions and customer cross-sell synergy values.
Premium M&A Feature Workflows
Leverage branded diagnostic assessments, AI drafting tools, and shared client collaboration channels.
Auto-CIM Generator(Current)
Turn exit diagnostics into structured Confidential Information Memorandums automatically.
Synergy Radar
Mapstrategic buyer synergies and justify exit premium values across 6 dimensions.
VDR Kanban
Convert diagnostic risk findings into white-labeled seller remediation workflows.
Persona Tuning
Guide draft output tone with your boutique firm's custom brand vocabulary rules.
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