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.
Speed
Turn a CIM into a decision-ready screen in about a minute.
Output
Snapshot, financials, risks, fit score, and recommendation.
Billing
$99 one-off report, $299 Pro, $799 Team.
Problem
Every screen should answer one question: can we decide faster on this deal?
PE analysts still burn hours reading 80- to 120-page CIMs before they can even decide whether to take the next call.
Lean family offices and independent sponsors do not have bench depth for every inbound banker deck.
Important risks often stay buried until late because the first pass never becomes a structured brief.
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.
Starter
One-off CIM brief for a live process.
Best for opportunistic banker decks, inbound teasers, and quick live screens.
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.
CTA
Run your next CIM through a faster first-pass screen.
Use the live app for a self-serve run, or book a demo for warm-lead walkthroughs with PE, family office, and sponsor workflows in mind.
Fast
About a minute from upload to brief.
Useful
Structured output instead of open-ended chat.
Guardrailed
Hard disclaimers and PDF-only intake.