Agent Skills
› anthropics/financial-services
› deal-screening
deal-screening
GitHub快速筛选并购交易材料，提取关键指标并与基金投资标准对比，输出通过/拒绝结论及一页纸备忘录。
Trigger Scenarios
screen this deal
review this CIM
should we look at this
triage this teaser
deal screening
Install
npx skills add anthropics/financial-services --skill deal-screening -g -y
SKILL.md
Frontmatter
{
"name": "deal-screening",
"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 this\", \"triage this teaser\", or \"deal screening\"."
}
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
Version History
- 3865222 Current 2026-08-20 07:56
