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mahyarmalekii
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deal-screening

Extract deal metrics and match them against fund investment criteria.

Updated May 9, 2026
Search Tags:#financial analysis#investment analysis#deal screening#screening tool#deal metrics
One-click install
npx skills add https://github.com/mahyarmalekii/MarketIntel --skill deal-screening-mahyarmalekii
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-screening
Source: https://github.com/mahyarmalekii/MarketIntel/tree/main/backend/financial-services/plugins/vertical-plugins/private-equity/skills/deal-screening
Command: npx skills add https://github.com/mahyarmalekii/MarketIntel --skill deal-screening-mahyarmalekii

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Streamlines the process of screening potential investments by providing a structured, quick, and automated method to assess deal flow.

Core Features & Use Cases

  • Investment Criteria Matching: Matches deal characteristics to predefined investment criteria.
  • Data Extraction: Extracts key deal metrics and details from deal materials.
  • Quick Assessment: Outputs a screening memo with a summary verdict and detailed risk analysis.
  • Use Case: For fund managers who need to rapidly determine the viability of investment opportunities.

Quick Start

Trigger the 'screen this deal' command to begin the screening process.

Frequently Asked Questions about deal-screening

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

FAQPage Schema
How do I automate investment deal screening for high-frequency inbound deal flow?▼

Investment deal screening matches key metrics extracted from deal documents against predefined fund investment criteria. This automated triage process outputs a screening memo containing a summary verdict and detailed risk analysis to rapidly assess deal flow viability.

How do I extract key deal metrics from investment materials for quick assessment?▼

Extracting key deal metrics involves reviewing inbound deal flow documents to identify relevant financial data and characteristics. These extracted metrics are matched against predefined fund investment criteria to generate a quick assessment and screening memo.

Can I use a screening tool to match deal characteristics against predefined investment criteria?▼

Yes, a deal screening tool matches extracted deal characteristics directly against predefined investment criteria. It automates the review of investment documents to provide a structured assessment, outputting a screening memo with a summary verdict for fund managers.

What is the best way to streamline investment triage for fund managers?▼

Streamlining investment triage requires a structured, automated method to assess inbound deal flow. By matching extracted key deal metrics against predefined fund investment criteria, the process rapidly determines investment viability and outputs a screening memo.

Does deal screening output a detailed risk analysis for potential investments?▼

Yes, deal screening outputs a screening memo containing both a summary verdict and a detailed risk analysis. This provides fund managers with a quick assessment of potential investments by matching deal characteristics against predefined criteria.

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