deal-screening

Name: deal-screening
Availability: InStock
Author: lauraflorentin

Extract quantitative metrics and strategic claims from CIMs to draft IOI memos.

1|Updated Feb 11, 2026

Search Tags:#private-equity #investment-memo #deal-screening #ioi #cim-extraction #target-analysis

Ready to run

npx skills add https://github.com/LauraFlorentin/skills-marketplace --skill deal-screening-lauraflorentin

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: deal-screening
Source: https://github.com/LauraFlorentin/skills-marketplace/tree/main/ma-advisory/skills/deal-screening
Command: npx skills add https://github.com/LauraFlorentin/skills-marketplace --skill deal-screening-lauraflorentin

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Target screening and IOI drafting from CIMs is labor-intensive and error-prone, slowing buy-side decision-making. This skill automates CIM data extraction and IOI generation to accelerate deal evaluation and increase consistency.

Core Features & Use Cases

CIM data extraction: Pulls key metrics (revenue, EBITDA, margins, churn, CAC/LTV) and explicit strategic claims from CIMs.
IOI generation: Produces tailored Indications of Interest aligned with buyer criteria and CIM findings.
Use Case: Rapidly screen dozens of targets and generate IOIs for investment committees or competitive bidding.

Quick Start

Ask the AI to ingest a CIM and generate a concise IOI memo and target screening criteria.

Frequently Asked Questions about deal-screening

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

FAQPage Schema

How do I automate CIM extraction and IOI drafting for private equity deals?▼

Automate CIM extraction and IOI drafting by ingesting seller CIMs to pull revenue, EBITDA, margins, churn, and CAC/LTV metrics, then generating a tailored Indication of Interest memo and target screening summary for buy-side workflows.

What metrics are extracted during buy-side CIM screening?▼

Buy-side CIM screening extracts quantitative metrics including revenue, EBITDA, margins, churn, and CAC/LTV, alongside explicit strategic claims and proposed EBITDA adjustments from seller CIMs to produce a concise target analysis summary.

Can I generate multiple IOI memos for target screening in private equity?▼

Yes, you can rapidly screen dozens of targets and generate tailored IOI memos by extracting CIM data and aligning findings with buyer criteria for investment committees or competitive bidding scenarios.

Does deal screening work for corporate development and advisory workflows?▼

Deal screening applies to inbound CIM reviews, multi-target screening, and IOI generation across private equity, corporate development, and advisory workflows, automating data extraction and memo generation.

What's the best way to draft an Indication of Interest from a seller CIM?▼

Draft an Indication of Interest by extracting quantitative metrics and strategic claims from the seller CIM, evaluating proposed EBITDA adjustments, and aligning findings with buyer criteria to output a structured IOI memo.

When should I not use automated IOI generation for investment committees?▼

Avoid automated IOI generation when seller CIMs lack quantitative metrics like revenue, EBITDA, margins, churn, or CAC/LTV, as the extraction and memo drafting process depends on these explicit data points and strategic claims.