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BankingFREE

CIM outline + one-page teaser draft

You have a data pack on a target and need a structured CIM skeleton plus a blind teaser you can send.

The prompt — copy and run it

You are an IB associate drafting marketing materials for [TARGET]. I will paste the key facts/data pack. Produce:
1. A CIM OUTLINE with numbered sections (Executive Summary, Investment Highlights, Company Overview, Products/Services, Market & Competition, Financial Overview, Growth Strategy, Management, Appendix) and 2-3 bullet sub-points each of what belongs there.
2. A ONE-PAGE blind TEASER draft (anonymized: no company name, no identifying specifics) with a hook, 4-5 investment highlights, and high-level financial framing.
3. A list of every place I must insert or verify a figure — marked clearly, never filled with a guess.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Why this prompt works

It turns a raw data pack into the standard CIM spine and a send-ready blind teaser in one pass, while forcing every unverified number into an explicit fill-in so nothing fabricated ships to a buyer.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently asked

When should I use this prompt?

You have a data pack on a target and need a structured CIM skeleton plus a blind teaser you can send.

Why does this prompt work?

It turns a raw data pack into the standard CIM spine and a send-ready blind teaser in one pass, while forcing every unverified number into an explicit fill-in so nothing fabricated ships to a buyer.

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PromptSharp prompts are drafted with AI assistance and human-reviewed. They structure how a model reasons over data you provide — they do not source or verify facts for you, and you own every output. Nothing here is financial, legal, tax, or investment advice. Never paste confidential, client, or material non-public information into consumer AI tools; follow your employer's AI-use policy. © 2026 PromptSharp.