deal-sourcing Skill
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 s Published by anthropics in financial-services.
What is deal-sourcing Skill?
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 s 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
- Research
- Research use cases
Technical details
- Install or run with Copy skill directory
When to use deal-sourcing Skill
- Use it for research.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/private-equity/skills/deal-sourcing/SKILL.md
What it does
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 s
Skill instructions
Deal Sourcing Workflow This skill follows a 3-step sourcing pipeline: 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 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 pr
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Frequently asked questions
What is deal-sourcing?
deal-sourcing is a open-source AI agent skill with Copy skill directory. PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails.
Who is deal-sourcing best for?
deal-sourcing is best for reusing agent instructions, scripts, and references, research workflows.
How do I install deal-sourcing?
Install or run deal-sourcing using Copy skill directory. Check deal-sourcing for the latest setup command.
Is deal-sourcing actively maintained?
deal-sourcing may need a closer maintenance check before production use.
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