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Screen inbound deal materials and generate a one-page memo.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "deal-screening" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/deal-screening/SKILL.md 2. Save it as ~/.claude/skills/deal-screening/SKILL.md 3. Reload skills and tell me it's ready
Please screen this CIM: extract the company, financials, deal type, valuation, customer concentration, and key risks; judge it against our investment criteria with Pass/Fail; then output a one-page screening memo.
A one-page screening memo with verdict, bull case, bear case, and first-call questions.
Turn this teaser into a deal screening memo: first extract key facts, then give a quick fit/diligence/no-go judgment. If information is incomplete, clearly flag the gaps.
A quick triage outcome with missing information and risks clearly flagged.
Our investment criteria are: {fill in criteria}. Please review this deal material against those standards, output Target, Actual, and Pass/Fail for each metric, and recommend whether to proceed.A screening result with a criteria comparison table and a recommendation on whether to continue.
When an investment team receives a CIM, teaser, or broker package, use it to extract key facts and make a first-pass judgment. It helps decide in minutes whether to move forward.
For high-volume inbound deal flow, it applies a consistent framework to spot red flags, concentration risk, and valuation issues. That makes it easier to triage quickly.
When you need to share an initial view with partners or IC, it can produce a structured memo that is easy to scan and discuss.
The document lays out a deal screening workflow: extract company, financial, deal-type, valuation, concentration, and risk facts from CIMs, teasers, or descriptions; compare them against the fund’s investment criteria in a Pass/Fail table; then provide a quick assessment with verdict, bull case, bear case, and first-call questions. It emphasizes speed, direct handling of red flags, and asking for criteria when they are not yet known.
From the provided CIM, teaser, or description, extract:
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 |
Provide a 3-part assessment:
One-page screening memo suitable for sharing with partners or an IC quick screen.
It quickly screens inbound deal materials such as CIMs, teasers, and broker packages. It extracts key facts, applies a Pass/Fail framework against investment criteria, and outputs a one-page screening memo.
You should provide the deal materials and, ideally, the fund’s investment criteria. If the criteria are not known yet, it will ask first. It also flags incomplete or inconsistent financials explicitly.
It typically outputs company and financial highlights, deal type, valuation, and major risks, plus a three-part quick assessment: Verdict, Bull case, and Bear case, along with first-call questions.
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