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deal-screening

Extract deal metrics and apply investment criteria to generate screening memos.

Updated May 10, 2026
Search Tags:#financial analysis#due diligence#deal screening#investment criteria#deal assessment
One-click install
npx skills add https://github.com/rpoole-dev/comps-site --skill deal-screening-rpoole-dev
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-screening
Source: https://github.com/rpoole-dev/comps-site/tree/main/financial-services-main/plugins/vertical-plugins/private-equity/skills/deal-screening
Command: npx skills add https://github.com/rpoole-dev/comps-site --skill deal-screening-rpoole-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Streamlines the deal screening process by automating the extraction of deal metrics, applying investment criteria, and generating a concise screening memo.

Core Features & Use Cases

  • Automated Deal Metrics Extraction: Extracts key information from deal documents like CIMs, teasers, and descriptions.
  • Investment Criteria Screening: Applies user-defined investment criteria to the extracted data.
  • Quick Assessment Memo: Outputs a one-page memo with a pass/fail decision, bull case, bear case, and key questions for further diligence.
  • Use Case: Use this Skill to quickly assess a new deal and determine whether to proceed with due diligence or pass on the opportunity.

Quick Start

Run the deal-screening skill with the command 'screen this deal' followed by the deal details.

Frequently Asked Questions about deal-screening

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

FAQPage Schema
How do I screen deals against investment criteria efficiently?▼

Deal screening applies user-defined investment criteria to extracted deal metrics to generate a one-page assessment memo. You need to provide structured input containing the deal metrics and your specific investment criteria before running the screening process.

What is automated deal assessment and how does it work?▼

Automated deal assessment extracts key metrics from CIMs and teasers, applies investment criteria, and outputs a one-page screening memo with pass/fail decisions, bull and bear cases, and key diligence questions to guide further evaluation.

Can I use deal screening for CIMs and investment teasers?▼

Yes, deal screening extracts key metrics from CIMs, teasers, and deal descriptions. It processes these documents to pull relevant financial data and compares it against your predefined investment criteria for quick assessment.

What's the best way to generate a one-page deal screening memo?▼

Use automated deal screening to generate a one-page memo containing a pass/fail decision, bull case, bear case, and key diligence questions. This output helps determine whether to proceed with due diligence or pass on the opportunity.

Does deal screening require structured input for deal metrics?▼

Yes, deal screening requires structured input for both deal metrics and investment criteria to function properly. The automated extraction and screening process relies on organized data to accurately apply criteria and generate the assessment memo.

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