Skill

Official

Deal Screening

Screens inbound deal flow by extracting key metrics from CIMs/teasers, applying fund criteria, and outputting a one-page screening memo. Use when triaging new deals or inbound deal materials.

automation

npx claudepluginhub anthropics/financial-services --plugin private-equity

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22,873

Parent forks

3,133

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How this skill is triggered — by the user, by Claude, or both

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/private-equity:deal-screening

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description: 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 thi...

SKILL.md

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Investment Committee Memo

22.9k

Drafts a structured investment committee memo for PE deal approval, synthesizing due diligence, financial analysis, and deal terms into a professional IC-ready document.

private-equity

Stats

LanguagePython

Parent stars22,873

Parent forks3,133

MaintenanceFair

Last CommitMay 5, 2026

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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

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