From quant-pe
Quickly screen inbound deal flow (CIMs, teasers, broker materials) against fund investment criteria. Extracts key deal metrics, runs 6-dimension pass/fail framework, outputs one-page screening memo. Triggers on 'screen this deal', 'review this CIM', 'should we look at this', 'triage this teaser', 'deal screening', ' CIM 筛选', '交易筛选'.
npx claudepluginhub vanlengs/floppy-quant-pluginsThis skill is limited to using the following tools:
**Purpose**: Rapidly evaluate inbound investment opportunities (CIMs, teasers, broker materials) against fund-specific investment criteria. Extract key deal metrics, apply pass/fail framework, and generate a one-page screening memo with clear recommendation.
Creates isolated Git worktrees for feature branches with prioritized directory selection, gitignore safety checks, auto project setup for Node/Python/Rust/Go, and baseline verification.
Executes implementation plans in current session by dispatching fresh subagents per independent task, with two-stage reviews: spec compliance then code quality.
Dispatches parallel agents to independently tackle 2+ tasks like separate test failures or subsystems without shared state or dependencies.
Purpose: Rapidly evaluate inbound investment opportunities (CIMs, teasers, broker materials) against fund-specific investment criteria. Extract key deal metrics, apply pass/fail framework, and generate a one-page screening memo with clear recommendation.
When to Use:
Triggers: "screen this deal", "review this CIM", "should we look at this", "triage this teaser", "deal screening", " CIM 筛选", "交易筛选", "看看这个项目"
This skill supports hybrid input mode (Option C):
CRITICAL: Immediate Output Rule — DO NOT ask clarifying questions before generating the screening memo. Always output the one-page memo immediately using the following approach:
Apply a 6-dimension pass/fail framework with customizable thresholds:
CRITICAL: Always generate the memo immediately — DO NOT ask for confirmation first.
Generate a one-page screening memo with the following structure:
# Deal Screening Memo: [Company Name]
## Executive Summary
- **Recommendation**: [PASS / FAIL / NEEDS MORE INFO]
- **Confidence Level**: [High / Medium / Low]
- **Key Rationale**: 2-3 sentence summary of primary drivers
- **Assumed Criteria**: [If user didn't specify, note: "Using default PE/VC thresholds"]
## Key Deal Metrics
| Metric | Value | Benchmark | Status |
|--------|-------|-----------|--------|
| Enterprise Value | $X XM | $50-500M target | ✅/❌ |
| Equity Check | $X XM | $10-50M target | ✅/❌ |
| Revenue (TTM) | $X XM | >$10M target | ✅/❌ |
| Growth Rate (YoY) | XX% | >20% target | ✅/❌ |
| EBITDA Margin | XX% | Positive preferred | ✅/❌ |
| Geography | [Location] | [Target regions] | ✅/❌ |
| Business Model | [Type] | [Target models] | ✅/❌ |
## Pass/Fail Matrix
| Criteria | Status | Notes |
|----------|--------|-------|
| Industry/Sector Fit | ✅ Pass / ❌ Fail / ⚠️ Unknown | [Brief explanation OR "Not disclosed - assumed fit"] |
| Transaction Size | ✅ Pass / ❌ Fail / ⚠️ Unknown | [EV/Equity check alignment OR "Range provided, using midpoint"] |
| Financial Metrics | ✅ Pass / ❌ Fail / ⚠️ Unknown | [Revenue/growth assessment OR "Data missing - see Needs More Info"] |
| Geography | ✅ Pass / ❌ Fail / ⚠️ Unknown | [Location fit] |
| Business Model | ✅ Pass / ❌ Fail / ⚠️ Unknown | [Model type alignment] |
| Deal Structure | ✅ Pass / ❌ Fail / ⚠️ Unknown | [Control/IRR/exit pathway OR "Terms not disclosed"] |
## 🚩 Red Flags / Key Concerns
- [List any concerning signals: e.g., declining growth, unclear exit path, misaligned structure]
- [Include valuation concerns, capital intensity, competitive pressures]
## Next Steps
### If PASS:
1. Schedule introductory call with management
2. Request detailed financial model with unit economics
3. Conduct customer/reference checks (3-5 customers)
4. [Additional diligence steps specific to this deal]
### If FAIL:
- **Clear pass rationale**: [2-3 sentences explaining primary dealbreakers]
- **Alternative suggestions**: [e.g., "Better suited for growth-stage VC funds with $100M+ checks"]
- **Maintain relationship?**: [Yes/No - if good company but wrong fit, suggest follow-up in 12-18 months]
### If NEEDS MORE INFO:
- **Missing Data Points**:
1. [Specific metric 1: e.g., "Actual Enterprise Value (range $100-200M too wide)"]
2. [Specific metric 2: e.g., "Revenue TTM and growth rate"]
3. [Specific metric 3: e.g., "EBITDA status and path to profitability"]
4. [Deal structure: e.g., "Stake available, IRR targets, hold period"]
- **Recommended Action**: "Request updated CIM with financials OR schedule 15-min call with broker to gather missing data"
- **Re-screen Timeline**: "Can re-evaluate within 24-48 hours once data received"
CRITICAL: DO NOT ask user to define thresholds before starting. Always proceed immediately:
If user provides criteria in their query: Use their thresholds (highest priority)
If user does NOT provide criteria:
Default Thresholds (auto-apply if not specified):
User Can Override Anytime: After seeing the memo, user can say "use EV range $100-300M" or "our fund only does control stakes" — then re-run with new criteria.
Incomplete Information (CRITICAL):
Borderline Cases:
Multiple Deals:
Non-Standard Formats:
Contradictory Information:
User: "screen this deal" [uploads CIM.pdf or pastes deal metrics]
Skill: [IMMEDIATELY outputs memo - NO preamble]
# Deal Screening Memo: CloudTech SaaS Inc.
## Executive Summary
- **Recommendation**: **PASS** ✅
- **Confidence Level**: High
- **Key Rationale**: Strong SaaS business in target HR Tech sector with $12M ARR and 38% YoY growth...
- **Assumed Criteria**: Using default PE/VC thresholds (EV $50-500M, Equity $10-50M, Revenue >$10M, Growth >20%)
[Full memo with all sections...]
After memo: "Would you like me to: 1) Draft an introductory email to the founder? 2) Create a detailed diligence checklist? 3) Build a comparable company analysis?"
User: "review this CIM - data is limited" [pastes partial info]
Skill: [IMMEDIATELY outputs NEEDS MORE INFO memo - NO questions asked]
# Deal Screening Memo: MedDevice Innovations
## Executive Summary
- **Recommendation**: **NEEDS MORE INFO** ⚠️
- **Confidence Level**: Low
- **Key Rationale**: Critical financial metrics not disclosed — unable to complete screening...
## Pass/Fail Matrix
| Criteria | Status | Notes |
|----------|--------|-------|
| Transaction Size | ⚠️ Unknown | EV not disclosed (range $100-200M too wide) |
| Financial Metrics | ⚠️ Unknown | Revenue, growth, EBITDA all marked confidential |
| Deal Structure | ⚠️ Unknown | Stake size, IRR targets, hold period not specified |
## Missing Data Points
1. Actual Enterprise Value (current: range $100-200M)
2. Revenue TTM and YoY growth rate
3. EBITDA status and margin
4. Deal structure terms (stake available, target IRR)
## Recommended Action
Request updated CIM with financials OR schedule 15-min call with broker to gather missing data
## Re-screen Timeline
Can re-evaluate within 24-48 hours once data received
User: "triage this teaser" [pastes broker email]
Skill: [IMMEDIATELY outputs FAIL memo + optional web_search validation]
# Deal Screening Memo: Premium Consumer Brands
## Executive Summary
- **Recommendation**: **FAIL** ❌
- **Confidence Level**: High
- **Key Rationale**: Transaction structure misaligned (minority stake, no exit path) + valuation too high (32.8x EBITDA) for 8% growth...
## Market Validation
- **Industry Multiples**: European DTC consumer brands trading at 12-18x EBITDA (growth 15%+) vs. this deal at 32.8x
- **Growth Benchmark**: Peer group growing 15-25% vs. this company at 8% — significantly below average
Note on Market Research: If user wants industry benchmark validation, they can:
This keeps the skill fast, reliable, and focused on screening execution.