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A Confidential Information Memorandum (CIM) is one of the most important deliverables in any M&A process. Plomo drafts CIM content directly from the documents you’ve uploaded to a deal, so every section is grounded in your actual deal corpus — not generic templates. You describe what you need, and Plomo’s AI generates slide-by-slide content that you can review, iterate on, and export when ready.

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Open the CIM Tab

To get started, open any deal from your dashboard and click the CIM tab in the deal navigation. The CIM workspace is scoped to that deal, so all drafts you create here draw only from that deal’s classified documents.

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Draft Your CIM

1

Open a deal and click the CIM tab

From your dashboard, open the deal you’re working on. Click the CIM tab in the top navigation of the deal workspace. You’ll see any existing drafts for this deal, or an empty state if this is your first CIM.
2

Start a new deck or select an existing draft

Click New Draft to start a fresh CIM, or select a previous draft to continue working on it. Drafts are saved automatically — you can maintain multiple versions of a CIM within the same deal.
3

Describe the sections you want — or ask for the full deck

In the prompt input, tell Plomo what you’d like to generate. You can ask for a complete deck in one go, or focus on specific sections. See the example prompts below to get started quickly.
4

Plomo generates slide-by-slide content grounded in deal documents

Plomo’s AI reads through the classified documents in your deal and produces structured slide content — including an executive summary, business overview, financial highlights, and any other sections you requested. Citations are drawn from the documents in your deal.
5

Review on the side-by-side canvas

The CIM workspace opens a side-by-side view: the generated deck on one side, and your source documents on the other. You can iterate slide-by-slide, regenerate individual sections, or edit content directly in the canvas. Use the prompt bar at any point to refine or extend the deck.
6

Export when ready

Once you’re satisfied with the draft, click Export to download the CIM. Choose your preferred format and Plomo will package the deck for sharing or further editing.

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Example Prompts

Use the prompt bar in the CIM workspace to guide content generation. Here are some prompts that work well:
  • Generate the full CIM deck
  • Draft the executive summary
  • What slides should we include for a software company?
  • Regenerate the financial highlights section
  • Review the current draft for gaps
You can combine broad requests (“generate the full deck”) with targeted follow-ups (“expand the market opportunity slide”) in the same session.

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Managing Drafts

Decks are saved per deal — you can have multiple drafts in progress simultaneously. This is useful when preparing different versions of a CIM for different audiences, or when you want to experiment with alternate structures before committing to a final deck. Each draft is independent and can be renamed, duplicated, or deleted from the CIM tab.
The more documents are classified and indexed in a deal, the richer the CIM content will be. If you notice thin coverage in a particular section, check the Coverage tab to see which information request items are still outstanding.
CIM content is generated exclusively from your deal documents — Plomo does not pull information from external sources, public databases, or the internet. Everything you see in the generated deck comes from the files you’ve uploaded to this deal.