deal-marketing
Deal Marketing
The CIM and Management Presentation are the most important sell-side marketing documents. They bridge a buyer's initial curiosity and their formal decision to bid. This skill accelerates their creation from weeks to days.
When to Use
- Drafting a Confidential Information Memorandum for a sell-side mandate
- Creating a Management Presentation (equity story) deck
- Translating raw internal data into polished investment narratives
- Preparing management teams for buyer Q&A sessions
CIM (Confidential Information Memorandum)
Purpose
The single most important sell-side marketing document, designed to present the target in optimal commercial light while maintaining factual defensibility.
Key Sections
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multi-agent-collaboration
A structural pattern where multiple specialized agents communicate and coordinate to solve a problem that is too complex for a single agent. Use when user asks to "build a multi-agent system", "agents working together", "agent collaboration", or mentions team of agents, distributed agents, or swarm.
23reflection
A recursive pattern where an agent evaluates and critiques its own output to iteratively improve quality and catch errors. Use when user asks to "add self-reflection", "agent introspection", "self-critique", or mentions self-evaluation, meta-cognition, or quality self-assessment.
18human-in-the-loop
A hybrid pattern where the system pauses execution to request human approval, input, or disambiguation before proceeding with critical actions. Use when user asks to "add human approval", "require human review", "human-in-the-loop", or mentions approval workflows, human oversight, or escalation.
17planning
A high-level cognitive pattern where an agent formulates a structured sequence of actions (a plan) before executing any of them, ensuring goal-directed behavior. Use when user asks to "add planning to my agent", "task planning", "agent planning", or mentions plan generation, plan execution, or step-by-step planning.
14parallelization
A concurrency pattern where multiple agent tasks are executed at the same time to speed up processing or gather diverse perspectives. Use when user asks to "run agents in parallel", "parallelize tasks", "concurrent execution", or mentions parallel processing, fan-out, or batch execution.
13routing
A control flow pattern where a central component classifies an input request and directs it to the most appropriate specialized agent or tool. Use when user asks to "route between agents", "agent routing", "task dispatch", or mentions classifier routing, intent detection, or agent selection.
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