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Deal Screening

Extract deal facts from CIMs and teasers into a one-page screening memo.

1|Updated May 16, 2026
Search Tags:#financial analysis#valuation#private equity#deal screening#investment criteria#diligence intake#screening memo
One-click install
npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill deal-screening-executiveusa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Deal Screening
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/vertical-plugins/private-equity/skills/deal-screening
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill deal-screening-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps quickly triage inbound private equity deal materials by extracting key facts, applying investment criteria, and producing a shareable one-page screening memo instead of spending hours manually reviewing CIMs, teasers, and broker notes.

Core Features & Use Cases

  • Deal Fact Extraction: Extracts company basics, description, financial metrics (revenue, EBITDA, margins, growth), deal type, valuation/asking price, seller motivation, management status, customer concentration, and standout risks from the provided materials.
  • Criteria-Based Screening: Applies a structured pass/fail framework across size, valuation, sector, geography, customer concentration, and management continuity (prompting for criteria if unknown).
  • IC-Ready Output: Produces a concise verdict plus bull case, bear case, and key questions for a first-call follow-up, optimized for speed during deal intake.

Quick Start

Use the Deal Screening skill to screen the attached CIM or teaser by asking it to “screen this deal” and generate the one-page screening memo with verdict, bull case, bear case, and first-call questions.

Frequently Asked Questions about Deal Screening

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I screen private equity deals from a CIM or teaser?▼

To screen private equity deals, extract key financial metrics and deal facts from CIMs or teasers, apply investment criteria, and generate a one-page screening memo with a pass/fail verdict, bull case, and bear case.

What is the best way to triage inbound deal flow for investment criteria?▼

Triage inbound deal flow by extracting company basics, financial metrics, and risks, then comparing them against a structured pass/fail criteria table covering size, valuation, sector, and geography.

Can I generate an IC-ready screening memo directly from broker materials?▼

Yes, you can generate an IC-ready screening memo directly from broker materials by extracting revenue, EBITDA, margins, and seller motivation, then outputting a verdict with first-call follow-up questions.

What investment criteria are needed to screen a private equity opportunity?▼

Screening a private equity opportunity requires criteria covering size, valuation, sector, geography, customer concentration, and management continuity to produce an accurate pass/fail assessment.

How does deal fact extraction work for private equity diligence intake?▼

Deal fact extraction for diligence intake works by parsing provided documents to identify company descriptions, financial metrics, asking prices, standout risks, and management status for rapid triage.

When should I use an automated screening memo for deal intake?▼

Use an automated screening memo for deal intake when triaging new opportunities, deciding whether to take a first call, and comparing multiple deals against a fund’s investment criteria to save manual review time.

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