Agent · cim· May 9
CIM run started
Compact 3-6 page Confidential Information Memorandum in Erah's house format
Instructions:
Smoke test on Sonnet 4.6 — trimmed compact CIM format.
Agent · cim· May 9
🔎 Tool: list_cached_files
{}
Agent · cim· May 9
→ Tool result (list_cached_files)
- [4361a16e-27a2-4709-a81d-d33a54850047] Meiborg Property.xlsx (?)
- [0dd73a93-fb8e-4268-b2f2-fa1ce4e85467] AR 20260130.xlsx (?)
- [bdf57240-94dd-4875-8617-2eae40a4860c] (12-31-2025) Meiborg Balance Sheet.pdf (?)
- [f9f501cf-140a-41e2-b246-
…
Agent · cim· May 9
🔎 Tool: list_drive_folders
{}
Agent · cim· May 9
→ Tool result (list_drive_folders)
Registered Drive folders:
- Unlabeled (id: 77b8e1d3-f8b6-47a6-b6a2-03a6f0bc60b7) files: 4244 last indexed: 2026-05-09T13:19:05.532+00:00
Agent · cim· May 9
🔎 Tool: list_cached_files
{}
Agent · cim· May 9
→ Tool result (list_cached_files)
- [4361a16e-27a2-4709-a81d-d33a54850047] Meiborg Property.xlsx (?)
- [0dd73a93-fb8e-4268-b2f2-fa1ce4e85467] AR 20260130.xlsx (?)
- [bdf57240-94dd-4875-8617-2eae40a4860c] (12-31-2025) Meiborg Balance Sheet.pdf (?)
- [f9f501cf-140a-41e2-b246-
…
Agent · cim· May 9
🔎 Tool: list_cached_files
{}
Agent · cim· May 9
→ Tool result (list_cached_files)
- [4361a16e-27a2-4709-a81d-d33a54850047] Meiborg Property.xlsx (?)
- [0dd73a93-fb8e-4268-b2f2-fa1ce4e85467] AR 20260130.xlsx (?)
- [bdf57240-94dd-4875-8617-2eae40a4860c] (12-31-2025) Meiborg Balance Sheet.pdf (?)
- [f9f501cf-140a-41e2-b246-
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "e5f40ee6-85ac-4e6d-a411-7ce64350c0b9"
}
Agent · cim· May 9
→ Tool result (read_cached)
Meiborg Debt Schedule 202511.xlsx
### Sheet: MB - Debt Schedule Master
MBI Debt Schedule
11/30/25
,,Loan,,,,,, ,,,Totals
Lender,,Loan Description,Link,Additional Description,Monthly Payments,TOTAL REMAINING LO
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "4361a16e-27a2-4709-a81d-d33a54850047"
}
Agent · cim· May 9
→ Tool result (read_cached)
Meiborg Property.xlsx
### Sheet: Sheet1
State,#,Name,Address,City,Start Date,End Date,Previous SqFt,"Square
Footage",Revenue Notes,"Monthly
Revenue",Rev/SqFt,"Monthly
Payment",%,Pay/SqFt,Payment Notes,Customer Payment Terms,"# of
Custome
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "0dd73a93-fb8e-4268-b2f2-fa1ce4e85467"
}
Agent · cim· May 9
→ Tool result (read_cached)
AR 20260130.xlsx
### Sheet: Aged Accounts Receivable Report
,,,,,,,,,,,,,,,,,Aged Accounts Receivable Report,,01/30/2026 1312
,,,,,,,,,,,,,,,,,Meiborg Bros
,,,,,,,,,,,,,,,,,,,"Customer(s): All, Categories: All, Salesperson(s): All,
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "0d2a726e-a49f-43bf-a752-3640cca912d5"
}
Agent · cim· May 9
→ Tool result (read_cached)
13 Year Summary Financails.xlsx
### Sheet: 13 Year Summary
,Comparative Financial Information
,For the Years Ended
,,,,Rev growth YOY,,,"$2,740,221 ",,"$1,226,478 ",,"$2,477,409 ",,"$4,105,650 ",,"$8,603,092 ",,"$1,974,439 ",,"$7,878,355
…
Agent · cim· May 9
🔎 Tool: list_cached_files
{}
Agent · cim· May 9
→ Tool result (list_cached_files)
- [4361a16e-27a2-4709-a81d-d33a54850047] Meiborg Property.xlsx (?)
- [0dd73a93-fb8e-4268-b2f2-fa1ce4e85467] AR 20260130.xlsx (?)
- [bdf57240-94dd-4875-8617-2eae40a4860c] (12-31-2025) Meiborg Balance Sheet.pdf (?)
- [f9f501cf-140a-41e2-b246-
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "0d2a726e-a49f-43bf-a752-3640cca912d5"
}
Agent · cim· May 9
→ Tool result (read_cached)
13 Year Summary Financails.xlsx
### Sheet: 13 Year Summary
,Comparative Financial Information
,For the Years Ended
,,,,Rev growth YOY,,,"$2,740,221 ",,"$1,226,478 ",,"$2,477,409 ",,"$4,105,650 ",,"$8,603,092 ",,"$1,974,439 ",,"$7,878,355
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "e5f40ee6-85ac-4e6d-a411-7ce64350c0b9"
}
Agent · cim· May 9
→ Tool result (read_cached)
Meiborg Debt Schedule 202511.xlsx
### Sheet: MB - Debt Schedule Master
MBI Debt Schedule
11/30/25
,,Loan,,,,,, ,,,Totals
Lender,,Loan Description,Link,Additional Description,Monthly Payments,TOTAL REMAINING LO
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "0dd73a93-fb8e-4268-b2f2-fa1ce4e85467"
}
Agent · cim· May 9
→ Tool result (read_cached)
AR 20260130.xlsx
### Sheet: Aged Accounts Receivable Report
,,,,,,,,,,,,,,,,,Aged Accounts Receivable Report,,01/30/2026 1312
,,,,,,,,,,,,,,,,,Meiborg Bros
,,,,,,,,,,,,,,,,,,,"Customer(s): All, Categories: All, Salesperson(s): All,
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "4361a16e-27a2-4709-a81d-d33a54850047"
}
Agent · cim· May 9
→ Tool result (read_cached)
Meiborg Property.xlsx
### Sheet: Sheet1
State,#,Name,Address,City,Start Date,End Date,Previous SqFt,"Square
Footage",Revenue Notes,"Monthly
Revenue",Rev/SqFt,"Monthly
Payment",%,Pay/SqFt,Payment Notes,Customer Payment Terms,"# of
Custome
…
Agent · cim· May 9
🔎 Tool: list_cached_files
{}
Agent · cim· May 9
→ Tool result (list_cached_files)
- [4361a16e-27a2-4709-a81d-d33a54850047] Meiborg Property.xlsx (?)
- [0dd73a93-fb8e-4268-b2f2-fa1ce4e85467] AR 20260130.xlsx (?)
- [bdf57240-94dd-4875-8617-2eae40a4860c] (12-31-2025) Meiborg Balance Sheet.pdf (?)
- [f9f501cf-140a-41e2-b246-
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "e5f40ee6-85ac-4e6d-a411-7ce64350c0b9"
}
Agent · cim· May 9
→ Tool result (read_cached)
Meiborg Debt Schedule 202511.xlsx
### Sheet: MB - Debt Schedule Master
MBI Debt Schedule
11/30/25
,,Loan,,,,,, ,,,Totals
Lender,,Loan Description,Link,Additional Description,Monthly Payments,TOTAL REMAINING LO
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "4361a16e-27a2-4709-a81d-d33a54850047"
}
Agent · cim· May 9
→ Tool result (read_cached)
Meiborg Property.xlsx
### Sheet: Sheet1
State,#,Name,Address,City,Start Date,End Date,Previous SqFt,"Square
Footage",Revenue Notes,"Monthly
Revenue",Rev/SqFt,"Monthly
Payment",%,Pay/SqFt,Payment Notes,Customer Payment Terms,"# of
Custome
…
Agent · cim· May 9
🔎 Tool: list_cached_files
{}
Agent · cim· May 9
→ Tool result (list_cached_files)
- [4361a16e-27a2-4709-a81d-d33a54850047] Meiborg Property.xlsx (?)
- [0dd73a93-fb8e-4268-b2f2-fa1ce4e85467] AR 20260130.xlsx (?)
- [bdf57240-94dd-4875-8617-2eae40a4860c] (12-31-2025) Meiborg Balance Sheet.pdf (?)
- [f9f501cf-140a-41e2-b246-
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "0d2a726e-a49f-43bf-a752-3640cca912d5"
}
Agent · cim· May 9
→ Tool result (read_cached)
13 Year Summary Financails.xlsx
### Sheet: 13 Year Summary
,Comparative Financial Information
,For the Years Ended
,,,,Rev growth YOY,,,"$2,740,221 ",,"$1,226,478 ",,"$2,477,409 ",,"$4,105,650 ",,"$8,603,092 ",,"$1,974,439 ",,"$7,878,355
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "e5f40ee6-85ac-4e6d-a411-7ce64350c0b9"
}
Agent · cim· May 9
→ Tool result (read_cached)
Meiborg Debt Schedule 202511.xlsx
### Sheet: MB - Debt Schedule Master
MBI Debt Schedule
11/30/25
,,Loan,,,,,, ,,,Totals
Lender,,Loan Description,Link,Additional Description,Monthly Payments,TOTAL REMAINING LO
…
Agent · cim· May 9
🔎 Tool: list_cached_files
{}
Agent · cim· May 9
→ Tool result (list_cached_files)
- [4361a16e-27a2-4709-a81d-d33a54850047] Meiborg Property.xlsx (?)
- [0dd73a93-fb8e-4268-b2f2-fa1ce4e85467] AR 20260130.xlsx (?)
- [bdf57240-94dd-4875-8617-2eae40a4860c] (12-31-2025) Meiborg Balance Sheet.pdf (?)
- [f9f501cf-140a-41e2-b246-
…
Agent · cim· May 9
🔎 Tool: search_files
{
"query": "Meiborg founder leadership team management"
}
Agent · cim· May 9
→ Tool result (search_files)
No matches for "Meiborg founder leadership team management".
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "d4c36cd8-368b-4e53-a47f-a10cf6163739"
}
Agent · cim· May 9
→ Tool result (read_cached)
Meiborg Companies Org Chart by Entity (rev 8-8-2025).xlsx
### Sheet: Org Chart
Meiborg Entity Flowchart & General Information (Rev. 2025-08-08),,,,,,,Limited Liability Companies,,,Corporations
,,,,,,Entity Name,"Meiborg, Inc.
DBA: Si
…
Agent · cim· May 9
🔎 Tool: read_cached
{
"source_file_id": "bdf57240-94dd-4875-8617-2eae40a4860c"
}
Agent · cim· May 9
→ Tool result (read_cached)
(12-31-2025) Meiborg Balance Sheet.pdf: no cached text (binary file).
Agent · cim· May 9
Run complete. Drafted Meiborg — Confidential Information Memorandum.
Phase trace: scout → header → thesis → traction → use_of_proceeds → trajectory → team_close.
document: Meiborg — Confidential Information Memorandum
Erah· 6d ago
What are all the docs which were pulled from for the CIM to generate
Assistant· 6d ago
Based on the agent trace, here are the source files that were successfully read and pulled from to generate the CIM:
| # | File | Source ID | Status |
|---|---|---|---|
| 1 | Meiborg Debt Schedule 202511.xlsx | e5f40ee6 | ✅ Read (multiple times) |
| 2 | 13 Year Summary Financials.xlsx | 0d2a726e | ✅ Read (multiple times) |
| 3 | AR 20260130.xlsx | 0dd73a93 | ✅ Read (multiple times) |
| 4 | Meiborg Property.xlsx | 4361a16e | ✅ Read (multiple times) |
| 5 | Meiborg Companies Org Chart by Entity.xlsx | d4c36cd8 | ✅ Read |
Not successfully pulled:
| # | File | Source ID | Reason |
|---|---|---|---|
| 6 | (12-31-2025) Meiborg Balance Sheet.pdf | bdf57240 | ❌ Binary file — no cached text returned |
| 7 | Rolling P&L by Entity 2025 05.xlsx | f3df5e98 | ❌ Never called by agent |
| 8 | Line 14 Financial Package Output CM 202512.xlsx | f9f501cf | ❌ Never called by agent |
Two flags worth noting:
- The Balance Sheet PDF returned no text — it needs to be re-uploaded as a text-extractable PDF or converted before the next CIM run, or the balance sheet data will remain absent from the output.
- The Rolling P&L and Line 14 Financial Package were never called. Those likely contain entity-level and more current monthly financials that could strengthen the CIM's financial section. Worth running a targeted agent pass on those two files specifically.
Thread sees this mandate's data: thesis, source files, recent docs, lender pipeline.