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sammyTI
sammyTICOMMUNITY
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Deal Screening

Extract and evaluate deal data from inbound deal flow documents.

Updated May 3, 2026
Search Tags:#investment analysis#financial metrics#deal flow#private equity#deal screening#criteria application
One-click install
npx skills add https://github.com/sammyTI/dotcompany-template --skill deal-screening-sammyti
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Deal Screening
Source: https://github.com/sammyTI/dotcompany-template/tree/main/plugins/vertical-plugins/private-equity/skills/deal-screening
Command: npx skills add https://github.com/sammyTI/dotcompany-template --skill deal-screening-sammyti

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill allows private equity teams to quickly assess inbound deal opportunities by extracting key deal metrics and applying investment criteria, accelerating decision-making processes.

Core Features & Use Cases

  • Deal Data Extraction: Parses CIMs, teasers, and broker documents to identify company details, financials, and deal characteristics.
  • Screening Framework: Applies predefined investment criteria to determine deal viability, flagging red flags or inconsistencies.
  • Quick Evaluation: Produces a concise, one-page briefing that summarizes deal potential and key risks for internal review or partner sharing.
  • Use Case: When reviewing numerous inbound deal flow, this Skill helps to prioritize which opportunities warrant deeper due diligence, saving hours per deal.

Quick Start

Input the deal materials such as CIMs or teasers, and the Skill will analyze and generate a comprehensive screening memo automatically.

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 CIMs and teasers?▼

Screen private equity deals by parsing CIMs and teasers to extract company details and financials, then applying predefined investment criteria to generate a concise briefing for rapid triage.

What is the best way to extract financial metrics from inbound deal flow documents?▼

Extract financial metrics from inbound deal flow by parsing broker documents and teasers to identify key deal characteristics, flagging inconsistencies or red flags against your screening framework.

Can I apply custom investment criteria to automate deal screening?▼

Apply custom investment criteria to automate deal screening by defining structured filters that the system uses to evaluate extracted deal data, ensuring consistent viability assessment across opportunities.

How do I prioritize which investment opportunities warrant deeper due diligence?▼

Prioritize investment opportunities by using rapid screening to produce a one-page memo summarizing deal potential and key risks, allowing private equity teams to quickly identify deals needing deeper due diligence.

Does deal screening work for high volume deal flow processing?▼

Deal screening works for high volume deal flow by applying structured filters to inbound materials, accelerating decision-making and saving hours per deal during the initial triage phase.

What are the limitations of automated deal flow screening?▼

Automated deal flow screening limitations include relying solely on provided CIMs and teasers for data extraction, meaning incomplete inbound broker documents may restrict the accuracy of the initial viability assessment.

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