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.
Decision snapshot
Is this a fit?
Developers using financial-services, Includes SKILL.md, Reusable instructions
Compatibility not yet detected.
Permission behavior not yet detected.
Copy skill directory
1 month ago · Apache-2.0 license
No specific cautions were detected. Review the source and requested permissions before installing.
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. See how SkillIndex evaluates profiles.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Developers using financial-services
Declared skill metadata
- Source file: plugins/vertical-plugins/private-equity/skills/deal-screening/SKILL.md
These fields retain source and confidence evidence from the indexed SKILL.md.
Compatibility and setup
- 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:
Verified compatibility and discovery
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.
Project health auto-fetched from the source repository.
Maintain this resource?
Review this source-backed profile, send a correction with evidence, or link to it from your documentation. Claims verify your relationship to the project; profile facts still require source evidence and editorial review.
