CIM Reader
AI-assisted CIM screening for PE teams, family offices, and sponsors.
Upload a CIM. Get a deal brief in 60 seconds.
Stop reading 100-page deal decks by hand.
CIM Reader turns one uploaded PDF into a structured investment brief with highlights, risks, fit score, and next-step recommendation.
First CIM free. No credit card required.
Speed
Turn a CIM into a decision-ready screen in about a minute.
Output
Snapshot, financials, risks, fit score, and recommendation.
Billing
Pay per report or monthly, depending on your deal flow.
Problem
Most PE teams read 200+ CIMs a year. Each one takes 2-4 hours.
The average analyst spends 400-600 hours per year on first-pass screening before a single meeting is booked.
80% of banker decks are a pass on the first read. That is a lot of time confirming what you already knew.
First-pass quality varies by analyst, by day, by deal urgency. Consistent criteria screening is hard at volume.
Built for PE
Built for how PE teams actually work
Mandate-tuned fit scoring
Configure your thesis once. Every CIM scored against your size range, sectors, geography, and hold period.
Analyst-depth extraction
20+ fields per CIM: business model, financials, customer base, competitive position, management, deal type.
Full deal history
Every CIM saved to your pipeline. Search, filter, compare, and move deals through stages.
Custom templates
Add extraction fields, modify the prompt, and match output to your IC memo.
"We screen 30-40 banker decks a month. CIM Reader gets us to a go/no-go in under 2 minutes. That is 60-80 hours saved per month."
Managing Director, Lower Middle-Market PE Fund
"The mandate fit scoring is the killer feature. I set our criteria once and now every brief tells me exactly where the deal aligns or misses."
Independent Sponsor, Southeast U.S.
"As a two-person family office, we cannot afford a full analyst team. CIM Reader gives us institutional-quality first-pass screening."
Principal, Single-Family Office
How it works
A simple three-step flow built for fast first-pass diligence.
01
Upload the CIM PDF
Drop the deck into a secure PDF intake flow with file validation, size guardrails, and upload progress.
02
Extract and score
CIM Reader parses the document, extracts the operating and financial signals, and scores mandate fit.
03
Export the brief
Review a one-page analyst brief, copy the share link, or download the PDF for internal circulation.
Example output
The result is a clean analyst-style brief, not another chat transcript.
Company snapshot
Name, industry, revenue, EBITDA, growth, and margin profile.
Decision support
Specific risks, competitive position, management summary, and next step.
Confidence flags
Field-level confidence markers to show where the extraction is solid versus soft.
Brief Preview
Atlas Industrial Holdings
Industrial services / aftermarket maintenance
Revenue
$42.5M FY2025A
EBITDA
$8.1M FY2025A
Growth
14% 3-year CAGR
Margins
19.1% EBITDA margin
Recommendation
Deep DiveRecurring revenue mix, margin profile, and fragmented-market positioning make this a credible lower middle-market platform candidate, but concentration and integration execution should be diligence priorities.
Customer concentration in the top three accounts remains above 41%.
A meaningful share of growth is acquisition-led, which raises integration execution risk.
Southern facility expansion needs capex discipline to preserve margin gains.
Pricing
Start with a single report or roll CIM triage into the weekly deal workflow.
First CIM is free, then choose one-off screening or a recurring plan that matches your deal volume.
Starter
One-off CIM brief after your free first CIM.
Best for opportunistic banker decks, inbound teasers, and quick live screens once you've used the free first pass.
Pro
Up to 20 CIMs per month.
Built for individual PE analysts and associates running weekly triage.
Team
Unlimited CIM processing for the whole team.
Shared screening workflows for family offices, sponsors, and lean deal teams.
Get a walkthrough
Request a personalized walkthrough
Start self-serve or request a personalized 20-minute walkthrough tailored to your PE, family office, or sponsor workflow.
Fast
About a minute from upload to brief.
Useful
Structured output instead of open-ended chat.
Guardrailed
Hard disclaimers and PDF-only intake.