Agent skill · business finance · anthropics
deal-screening
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".
Why this skill is useful
Adds a structured framework for evaluating investment opportunities that the AI wouldn't generate on its own.
What it needs
About 1k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
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: 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 Step 4: Output One-page screening memo suitable for sharing with partners or an IC quick screen. 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
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/deal-screening