Does anyone know of a good third party training program/module on how to and best practices for creating an investment banking CIM?

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Not sure if there is such thing. CIM’s typically have very tailored sections. You can google a chat GPT prompt for the key sections of a CIM. But the visuals and designs depend on the type of business and key investment highlights. Financial pages can vary depending on industry and what metrics are relevant to potential investors/buyers

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Yes- it may very well not exist, which I why I thought I’d poll the smart crowd here. I certainly haven’t found a class via google.

I’m literally thinking of a few hour module that goes over basic best practices for a generic industry. And basic presentation skills like font, alignment, style tips, etc

Obviously everything is tailored- true for financial modeling too. But that doesn’t mean there can’t be a generic overview for newbies to the industry.

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