DOCX180 KB
Financial Report Template
Editable management report template with KPI dashboard and variance commentary.
Request DownloadDownload Center
Templates, checklists and frameworks.
Practical resources used internally by CIM teams — published for clients and partners.
Category
Templates
XLSX240 KB
Valuation Model Template
Three-statement model with integrated DCF and trading-comps tabs.
Request DownloadDOCX110 KB
Research Brief Template
Structured research brief used by the CIM Research Institute.
Request DownloadCategory
Checklists
PDF320 KB
Due Diligence Checklist
Comprehensive buy-side DD checklist across financial, tax, legal and commercial.
Request DownloadPDF210 KB
Compliance & AML Checklist
AML/KYC and sanctions compliance checklist for onboarding.
Request DownloadCategory
Frameworks
PDF260 KB
Risk Assessment Framework
Enterprise risk-assessment framework aligned with ISO 31000.
Request DownloadPDF190 KB
ESG Materiality Framework
Materiality framework aligned with ISSB and SASB.
Request Download