Deal Screening

Screen CIMs and teasers against fund criteria and output a one-page memo.

145|36|Updated Feb 26, 2026

Search Tags:#investment #financial analysis #due diligence #venture capital #private equity #deal screening

Ready to run

npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill deal-screening-w95

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Deal Screening
Source: https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/deal-screening
Command: npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill deal-screening-w95

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines the initial review of investment opportunities, saving valuable time by quickly assessing inbound deal flow against predefined criteria.

Core Features & Use Cases

Automated Fact Extraction: Gathers key company and financial details from deal documents (CIMs, teasers).
Criteria-Based Filtering: Compares extracted data against investment mandates to determine pass/fail status.
Concise Summaries: Generates a one-page memo with a verdict, bull/bear cases, and key questions for next steps.
Use Case: When a new deal teaser arrives via email, use this Skill to get an immediate assessment of its fit with your fund's strategy before dedicating more resources.

Quick Start

Use the deal screening skill to review the attached CIM for company 'Acme Corp'.

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 CIMs and teasers against my fund's investment criteria?▼

To screen inbound CIMs and teasers, this Skill extracts key company information, financials, deal type, and valuation from the documents, then applies a pass/fail framework against your predefined investment criteria. It outputs a concise one-page screening memo.

Can I automate financial analysis and fact extraction from deal flow documents?▼

Yes, you can automate financial analysis fact extraction by submitting deal flow documents like CIMs and teasers. The Skill automatically gathers key company and financial details, compares them against your investment mandate, and generates a summary memo.

What is the best way to generate an investment screening memo with bull and bear cases?▼

The best way to generate an investment screening memo is to process your deal documents through this Skill. It applies a pass/fail framework to the extracted metrics and outputs a one-page memo complete with a verdict, bull/bear cases, and key questions for further diligence.

Does this deal screening tool work for both venture capital and private equity deal flow?▼

Yes, this deal screening tool works for both venture capital and private equity deal flow. It screens inbound documents against any predefined fund investment criteria, extracting financial metrics and company information to determine pass or fail status.

How do I evaluate if a new deal teaser fits my fund's strategy before committing resources?▼

To evaluate if a new deal teaser fits your fund's strategy, the Skill assesses the document against your investment criteria and produces an immediate verdict. This prevents wasted time by quickly identifying mismatches before you dedicate further diligence resources.