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".
How do I install this agent skill?
npx skills add https://github.com/anthropics/financial-services-plugins --skill deal-screeningIs this agent skill safe to install?
- Gen Agent Trust Hubpass
This deal-screening skill is designed to analyze financial documents and extract key metrics. While it processes external data as part of its core functionality, it lacks any high-risk capabilities and operates within expected parameters for investment triage.
- Socketpass
No alerts
- Snykpass
Risk: LOW · No issues
What does this agent skill do?
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:
- Verdict: Pass / Further Diligence / Hard Pass
- Bull case (2-3 bullets): Why this could be a good deal
- Bear case (2-3 bullets): Key risks and concerns
- 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 can the creator link this skill?
Add the canonical catalog link to the repository README so users can inspect current installs and available audits. The publishing guide covers the complete discovery path.
<a href="https://skillzs.dev/skills/anthropics/financial-services-plugins/deal-screening">View deal-screening on skillZs</a>