skills.rest
nvmohinani
nvmohinaniCOMMUNITY
Explore all skills by this author →
GitHub

Deal Screening

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

Updated May 6, 2026
Search Tags:#due-diligence#cim#private-equity#deal-screening#teasers#screening-memo#investment-criteria
One-click install
npx skills add https://github.com/nvmohinani/financial_services --skill deal-screening-nvmohinani
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Deal Screening
Source: https://github.com/nvmohinani/financial_services/tree/main/plugins/vertical-plugins/private-equity/skills/deal-screening
Command: npx skills add https://github.com/nvmohinani/financial_services --skill deal-screening-nvmohinani

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria and produce a concise screening memo that helps triage opportunities and decide next steps.

Core Features & Use Cases

  • Extracts key deal facts from CIMs and teaser materials.
  • Applies a structured pass/fail framework against investment criteria and outputs a one-page memo.
  • Used to triage inbound opportunities, prioritize outreach, and prepare investment committee briefings.

Quick Start

Provide a CIM or teaser along with your investment criteria to generate the screening memo.

Frequently Asked Questions about Deal Screening

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

FAQPage Schema
How do I screen inbound private equity deals against my investment criteria?▼

To screen inbound private equity deals, you provide CIMs, teasers, and broker materials alongside your investment criteria to generate a concise one-page screening memo with a go/no-go verdict.

What is the best way to triage CIMs and teasers for go/no-go decisions?▼

Triage CIMs and teasers by applying a structured pass/fail framework against your fund's investment criteria, which extracts key deal facts and outputs a screening memo for rapid go/no-go decisions.

Can I use this to prepare investment committee briefings from broker materials?▼

Yes, you can prepare investment committee briefings by triaging inbound broker materials and extracting structured deal facts to produce a concise memo with a verdict and key questions.

How do I generate a screening memo from a CIM?▼

Generate a screening memo from a CIM by submitting the document along with your defined investment criteria; the workflow extracts deal facts and applies a checklist to produce a one-page memo.

Does deal screening work with unstructured broker materials and teasers?▼

Deal screening works with unstructured broker materials and teasers by extracting key deal facts from these documents and mapping them against a defined criterion checklist to reach a verdict.

When should I not use an automated deal screening workflow?▼

You should not use an automated deal screening workflow when a transaction requires deep qualitative due diligence or when your investment criteria cannot be structured into a defined pass/fail checklist.

Related Skills

Explore More Finance & Accounting Skills→
r9412460971-cloudr9412460971-cloud
31

deal-screening

Extract deal facts and generate pass/fail screening memos against fund criteria.

Community
Intermediate
xfs96192xfs96192

datapack-builder

Build standardized financial data packs into Excel workbooks from diverse sources.

Community
Advanced
yuping322yuping322
17

Deal Screening

Screen deal materials against investment criteria and generate one-page screening memos.

Community
Intermediate
anthropicsanthropics
34.1k

Deal Screening

Screen deal documents against predefined investment criteria and generate assessment memos.

Official
Intermediate