deal-screening Skill
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 Published by anthropics in financial-services.
What is deal-screening Skill?
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 Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Developers using financial-services
Technical details
- Install or run with Copy skill directory
When to use deal-screening Skill
- Use it for developers using financial-services.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/private-equity/skills/deal-screening/SKILL.md
What it does
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
Skill instructions
Deal Screening Workflow 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 Step 2: Screen Against Criteria Apply the fund's investment criteria (ask user if not known): | Criterion | Target | Actual | Pass/Fail | |-----------|--------|--------|-----------| | Revenue range | | | | | EBITDA range | | | | | EBITDA margin | | | | | Growth profile | | | | | Sector fit | | | | | Geography | | | | | Deal size / EV | | | | | Valuation (x EBITDA) | | | | | Customer concentration | | | | | Management continuity | | | | Step 3: Quick Assessment Provide a 3-part assessment:
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Frequently asked questions
What is deal-screening?
deal-screening is a open-source AI agent skill with Copy skill directory. Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria.
Who is deal-screening best for?
deal-screening is best for reusing agent instructions, scripts, and references.
How do I install deal-screening?
Install or run deal-screening using Copy skill directory. Check deal-screening for the latest setup command.
Is deal-screening actively maintained?
deal-screening may need a closer maintenance check before production use.
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