Skills › Financial Services › deal-sourcing
deal-sourcing
The facts
Its description
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".
The description the agent reads to decide when to use it.
From its settingsline 3
When it starts
A person working in private equity asks the agent to go find new target companies in a sector or to write cold outreach to a founder, or asks whether the firm has already been in touch with a given company. The description keys on sourcing/prospecting language and on drafting founder emails.
Things a person might say (the model's guesses)
- “Find me founder-owned industrial services companies in Texas doing $10-50M revenue”
- “Draft a cold outreach email to the CEO of this B2B SaaS company we just found”
- “Have we ever talked to this company before? Check our email and Slack for prior contact”
A model's summary of when it is used.
A model's reading
Stops for a person
2 lines stop to ask a person
Lines that stop and wait for a person before going on. Found by matching words, so treat them as pointers.
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
Most marks come from matching words in the file, so treat them as pointers.
1---
2name: deal-sourcing
3description: PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".
4---
6# Deal Sourcing
Deal Sourcing
Raw lines 1 to 712### Step 1: Discover Companies
14Research and identify potential target companies based on the user's criteria:
16- **Sector/industry focus**: Ask the user what space they're looking in (e.g., "B2B SaaS in healthcare", "industrial services in the Southeast")
17- **Deal parameters**: Revenue range, EBITDA range, growth profile, geography, ownership type (founder-owned, PE-backed, corporate carve-out)
18- **Sources**: Use web search to find companies matching criteria. Look at industry reports, conference attendee lists, trade publications, and competitor landscapes
19- **Output**: A shortlist of companies with: name, description, estimated revenue/size, location, founder/CEO name, website, and why they fit the thesis
Step 1: Discover Companies
Research and identify potential target companies based on the user's criteria:
- Sector/industry focus: Ask the user what space they're looking in (e.g., "B2B SaaS in healthcare", "industrial services in the Southeast")
- Deal parameters: Revenue range, EBITDA range, growth profile, geography, ownership type (founder-owned, PE-backed, corporate carve-out)
- Sources: Use web search to find companies matching criteria. Look at industry reports, conference attendee lists, trade publications, and competitor landscapes
- Output: A shortlist of companies with: name, description, estimated revenue/size, location, founder/CEO name, website, and why they fit the thesis
Involves a person Ask the user :16
21### Step 2: CRM Check
23Before outreach, check if the company or founder already exists in the firm's CRM:
25- Search the user's email (Gmail) for prior correspondence with the company or founder
26- Search Slack for any internal mentions or prior discussions about the target
27- Ask the user: "Have you or your team had any prior contact with [Company]?"
28- Flag any existing relationships, prior passes, or known context
29- **Output**: For each company, note: "New" (no prior contact), "Existing" (prior correspondence found — summarize), or "Previously Passed" (if evidence of a prior pass)
Step 2: CRM Check
Before outreach, check if the company or founder already exists in the firm's CRM:
- Search the user's email (Gmail) for prior correspondence with the company or founder
- Search Slack for any internal mentions or prior discussions about the target
- Ask the user: "Have you or your team had any prior contact with [Company]?"
- Flag any existing relationships, prior passes, or known context
- Output: For each company, note: "New" (no prior contact), "Existing" (prior correspondence found — summarize), or "Previously Passed" (if evidence of a prior pass)
Involves a person Ask the user :27
31### Step 3: Draft Founder Outreach
33Draft personalized cold emails to founders/CEOs:
35- **Tone**: Professional but warm. Not overly formal — founders respond better to genuine, concise outreach
36- **Structure**:
37 1. Brief intro — who you are and your firm (ask user for their firm intro if not known)
38 2. Why this company caught your attention — reference something specific (product, market position, growth)
39 3. What you're looking for — partnership, not just a transaction
40 4. Soft ask — "Would you be open to a brief conversation?"
41- **Personalization**: Reference the company's specific product, recent news, or market position. Never use generic templates
42- **Length**: 4-6 sentences max. Founders are busy
43- **Voice matching**: If the user has sent prior outreach emails, study them to match their tone and style. Search Gmail for "sent" emails with keywords like "reaching out", "introduction", "partnership" to find examples
Step 3: Draft Founder Outreach
Draft personalized cold emails to founders/CEOs:
- Tone: Professional but warm. Not overly formal — founders respond better to genuine, concise outreach
- Structure:
- Brief intro — who you are and your firm (ask user for their firm intro if not known)
- Why this company caught your attention — reference something specific (product, market position, growth)
- What you're looking for — partnership, not just a transaction
- Soft ask — "Would you be open to a brief conversation?"
- Personalization: Reference the company's specific product, recent news, or market position. Never use generic templates
- Length: 4-6 sentences max. Founders are busy
- Voice matching: If the user has sent prior outreach emails, study them to match their tone and style. Search Gmail for "sent" emails with keywords like "reaching out", "introduction", "partnership" to find examples
45### Email Draft Guidelines
47- Subject line: Keep it short and specific. Reference the company or sector, not "Investment Opportunity"
48- No attachments on first touch
49- Include a clear but low-pressure CTA
50- Draft in Gmail if available, otherwise output as text for the user to copy
Email Draft Guidelines
- Subject line: Keep it short and specific. Reference the company or sector, not "Investment Opportunity"
- No attachments on first touch
- Include a clear but low-pressure CTA
- Draft in Gmail if available, otherwise output as text for the user to copy
52## Example Interaction
54**User**: "Find me founder-owned industrial services companies in Texas doing $10-50M revenue"
56**Assistant**:
571. Searches web for industrial services companies in Texas matching the criteria
582. Presents a shortlist of 5-8 companies with key details
593. For each, checks Gmail/Slack for prior contact
604. Drafts personalized outreach emails for the ones marked "New"
615. Presents drafts for user review before sending
Example Interaction
User: "Find me founder-owned industrial services companies in Texas doing $10-50M revenue"
Assistant:
- Searches web for industrial services companies in Texas matching the criteria
- Presents a shortlist of 5-8 companies with key details
- For each, checks Gmail/Slack for prior contact
- Drafts personalized outreach emails for the ones marked "New"
- Presents drafts for user review before sending
63## Important Notes
65- Always present the shortlist for user review before drafting emails
66- Never send emails without explicit user approval
67- If the user's firm intro or investment criteria aren't clear, ask before drafting
68- Prioritize quality over quantity — 5 well-researched targets beat 20 generic ones
Important Notes
- Always present the shortlist for user review before drafting emails
- Never send emails without explicit user approval
- If the user's firm intro or investment criteria aren't clear, ask before drafting
- Prioritize quality over quantity — 5 well-researched targets beat 20 generic ones
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.