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Find target companies, check prior relationships, and draft founder outreach emails.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "deal-sourcing" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/deal-sourcing/SKILL.md 2. Save it as ~/.claude/skills/deal-sourcing/SKILL.md 3. Reload skills and tell me it's ready
Find a set of B2B SaaS target companies in healthcare and explain why each fits.
A shortlist with company name, brief description, size/location, and fit rationale.
Check whether these companies already appear in our CRM, Gmail, or Slack, and mark new, existing, or previously passed.
A status for each company plus brief context for any existing relationship.
Write a short, personalized first-touch email to this company's founder. Keep it professional but warm, and do not use attachments.
A subject line and a 4-6 sentence personalized email draft.
Investors or biz-dev teams can scan a market and build a shortlist of companies matching a thesis. Useful before starting outreach.
Before contacting a founder, check for prior emails, Slack mentions, or internal context. This avoids duplicate outreach and surfaces useful background.
Once a shortlist is ready, generate short, specific, low-pressure founder emails for each target. Handy when scaling outreach across multiple companies.
This document describes a three-step deal sourcing workflow: discover target companies based on criteria like sector, geography, and size; check CRM, Gmail, and Slack for prior relationships or past passes; and draft short, personalized outreach emails for founders or CEOs. It also emphasizes specific, low-pressure messaging, no first-touch attachments, and matching the user’s existing outreach tone when possible.
This skill follows a 3-step sourcing pipeline:
Research and identify potential target companies based on the user's criteria:
Before outreach, check if the company or founder already exists in the firm's CRM:
Draft personalized cold emails to founders/CEOs:
User: "Find me founder-owned industrial services companies in Texas doing $10-50M revenue"
Assistant:
It helps with deal sourcing: find companies, check prior relationships, and draft personalized founder outreach emails.
Ideally provide sector, geography, size range, growth profile, and similar filters. For emails, share your firm intro or prior outreach style.
The docs mention checking Gmail, Slack, and asking whether your team has had prior contact, then marking new, existing, or previously passed.
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