Agent skill · marketing growth · anthropics
deal-sourcing
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".
Why this skill is useful
Provides a structured workflow for sourcing deals and drafting personalized outreach emails, which includes specific industry knowledge and CRM integration patterns.
What it needs
Requires gmail account access. About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
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 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) 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: 1. Brief intro — who you are and your firm (ask user for their firm intro if not known) 2. Why this company caught your attention — reference something specific (product, market position, growth) 3. What you're looking for — partnership, not just a transaction 4. 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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/deal-sourcing