Extract financial and operational metrics from deal documents for investment screening.
npx skills add https://github.com/smrik/ai-fund --skill deal-screening-smrik
Please help me install this Agent Skill. Skill: Deal Screening Source: https://github.com/smrik/ai-fund/tree/main/skills/private-equity/skills/deal-screening Command: npx skills add https://github.com/smrik/ai-fund --skill deal-screening-smrik
This Skill removes the bottleneck of manually reviewing high volumes of inbound deal materials like CIMs and teasers, allowing investment professionals to quickly identify viable opportunities.
Use the deal screening skill to review the attached CIM and provide a pass or fail recommendation based on our standard investment criteria.
High-intent search queries and answers about installing and using this skill.
To screen inbound deal flow, you parse CIMs and teasers to extract financial and operational metrics, then run a structured pass/fail triage against your specific fund investment criteria to generate concise screening memos.
Yes, automated fact extraction parses deal-related broker materials to identify key metrics, financial data, and management details, facilitating rapid investment decision-making by structuring previously unformatted inputs.
The best way to triage high deal flow volumes is applying a criteria-based pass/fail framework to extracted deal document data, instantly generating a one-page screening memo highlighting the bull case, bear case, and key questions.
No, deal screening requires structured input parsing and predefined fund investment criteria to effectively run the triage framework and generate accurate risk assessments and pass or fail recommendations.
You generate a screening memo by parsing the attached CIM against standard investment criteria, which produces a concise one-page output highlighting the bull case, bear case, and key questions for a first call.
A key limitation is that generating accurate screening memos and risk assessments requires structured input parsing; unstructured or incomplete deal documents may fail to yield reliable pass or fail investment recommendations.
yuping322Screen deal materials against investment criteria and generate one-page screening memos.
tmcgaGenerate investment committee memos with valuation, risk, and scenario analysis.
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Timmy6942025Generate and track due diligence checklists for private equity deals.
