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From private-equity
PE deal sourcing workflow: discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals or prospecting.
npx claudepluginhub anthropics/financial-services --plugin private-equityHow this skill is triggered — by the user, by Claude, or both
Slash command
/private-equity:deal-sourcingThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
description: 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".
Researches prospects via web or connected enrichment/CRM, then drafts personalized cold emails, subjects, and LinkedIn messages.
Builds targeted company and contact lists using Common Room Prospector for net-new prospects or existing accounts with signals. Clarifies object types and refines iteratively.
Identifies high-quality leads by analyzing your product/service, defining ideal customer profiles, and providing actionable outreach strategies for sales and business development.
Share bugs, ideas, or general feedback.
description: 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".
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: