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deal-screening

skill · 60 lines · Apache-2.0 · plugins/vertical-plugins/private-equity/skills/deal-screening/SKILL.md

The facts

Its description

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".

The description the agent reads to decide when to use it.

From its settingsline 3

When it starts

It fires when someone has just received an inbound deal package — a CIM, teaser, or broker email — and wants a fast pass/fail read against the fund's investment criteria before deciding whether to take a first call. The description frames it as triage of new deal flow, not deep diligence.

Things a person might say (the model's guesses)

  • “Screen this CIM for us — is it worth a first call?”
  • “Should we look at this teaser?”
  • “Triage this inbound deal against our criteria and give me a one-pager.”

A model's summary of when it is used.

A model's reading

Licence

Apache-2.0, from LICENSE

The terms its author shares it under, which let it be shown here.

From the repositorylicence text

The text

Open on GitHub
1---
2name: deal-screening
3description: Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".
4---
5
6# Deal Screening
7

Deal Screening

Raw lines 1 to 7
8## Workflow
9

Workflow

Raw lines 8 to 9
10### Step 1: Extract Deal Facts
12From the provided CIM, teaser, or description, extract:
14- **Company**: Name, location, sector/subsector
15- **Description**: What they do (1-2 sentences)
16- **Financials**: Revenue, EBITDA, margins, growth rate
17- **Deal type**: Platform, add-on, recap, minority, carve-out
18- **Asking price / valuation**: Multiple, enterprise value if stated
19- **Seller motivation**: Why selling now
20- **Management**: Rolling or exiting
21- **Key customers**: Concentration risk
22- **Key risks**: Obvious red flags

Step 1: Extract Deal Facts

From the provided CIM, teaser, or description, extract:

  • Company: Name, location, sector/subsector
  • Description: What they do (1-2 sentences)
  • Financials: Revenue, EBITDA, margins, growth rate
  • Deal type: Platform, add-on, recap, minority, carve-out
  • Asking price / valuation: Multiple, enterprise value if stated
  • Seller motivation: Why selling now
  • Management: Rolling or exiting
  • Key customers: Concentration risk
  • Key risks: Obvious red flags
Raw lines 10 to 23
24### Step 2: Screen Against Criteria
26Apply the fund's investment criteria (ask user if not known):
28| Criterion | Target | Actual | Pass/Fail |
29|-----------|--------|--------|-----------|
30| Revenue range | | | |
31| EBITDA range | | | |
32| EBITDA margin | | | |
33| Growth profile | | | |
34| Sector fit | | | |
35| Geography | | | |
36| Deal size / EV | | | |
37| Valuation (x EBITDA) | | | |
38| Customer concentration | | | |
39| Management continuity | | | |

Step 2: Screen Against Criteria

Apply the fund's investment criteria (ask user if not known):

CriterionTargetActualPass/Fail
Revenue range
EBITDA range
EBITDA margin
Growth profile
Sector fit
Geography
Deal size / EV
Valuation (x EBITDA)
Customer concentration
Management continuity
Raw lines 24 to 40
41### Step 3: Quick Assessment
43Provide a 3-part assessment:
451. **Verdict**: Pass / Further Diligence / Hard Pass
462. **Bull case** (2-3 bullets): Why this could be a good deal
473. **Bear case** (2-3 bullets): Key risks and concerns
484. **Key questions**: What you'd need to answer on a first call

Step 3: Quick Assessment

Provide a 3-part assessment:

  1. Verdict: Pass / Further Diligence / Hard Pass
  2. Bull case (2-3 bullets): Why this could be a good deal
  3. Bear case (2-3 bullets): Key risks and concerns
  4. Key questions: What you'd need to answer on a first call
Raw lines 41 to 49
50### Step 4: Output
52One-page screening memo suitable for sharing with partners or an IC quick screen.

Step 4: Output

One-page screening memo suitable for sharing with partners or an IC quick screen.

Raw lines 50 to 53
54## Important Notes
56- Speed matters — screening should take minutes, not hours
57- Be direct about red flags. Don't bury concerns
58- If financials seem inconsistent or incomplete, flag it explicitly
59- Ask for the fund's criteria upfront if this is the first screening
60- Save screening criteria in memory for future deals once confirmed

Important Notes

  • Speed matters — screening should take minutes, not hours
  • Be direct about red flags. Don't bury concerns
  • If financials seem inconsistent or incomplete, flag it explicitly
  • Ask for the fund's criteria upfront if this is the first screening
  • Save screening criteria in memory for future deals once confirmed
Raw lines 54 to 60

From anthropics/financial-services at 6056506, 2026-10-28. Skills read by DeepSeek V4.1 Flash on 2026-11-04. Summary and techniques by Claude Opus 5.5 on 2026-11-06.