Deal Screening

Screen inbound deal materials against investment criteria and output a one-page memo.

Updated Jan 25, 2026

Search Tags:#due-diligence #private-equity #deal-screening #screening-memo #inbound-deal-flow #cim-analysis

Ready to run

npx skills add https://github.com/xfs96192/claude-config --skill deal-screening-xfs96192

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Deal Screening
Source: https://github.com/xfs96192/claude-config/tree/main/plugins/cache/financial-services-plugins/private-equity/0.1.0/skills/deal-screening
Command: npx skills add https://github.com/xfs96192/claude-config --skill deal-screening-xfs96192

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. It extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".

Core Features & Use Cases

Extract Deal Facts: From the provided CIM, teaser, or description, extract: Company, location, sector/subsector; Description; Financials; Deal type; Valuation; Seller motivation; Management; Key customers; Key risks.
Screen Against Criteria: Apply the fund's investment criteria using a structured pass/fail framework to determine if the deal qualifies.
Quick Assessment & Memo: Produce a concise 1-page memo including verdict, bull/bear cases, and key questions for first calls.

Quick Start

Run the deal screening on the incoming CIM to generate a one-page 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 deal flow against investment criteria?▼

To screen inbound private equity deal flow, extract key metrics from CIMs and teasers, apply a predefined pass/fail framework against your investment criteria, and output a concise screening memo to triage opportunities. This triages deals for first calls.

What is the best way to analyze a CIM for a quick deal screening decision?▼

Analyzing a CIM for deal screening involves extracting company facts, financials, and valuation, then running them through a pass/fail framework to produce a one-page memo with a verdict and bull/bear cases.

Can I use this to triage broker materials and decide whether to take a first call?▼

Yes, you can triage broker materials by applying a structured pass/fail framework to the extracted deal metrics, generating a quick assessment with key questions to determine if a first call is warranted.

What key information is extracted from a teaser or CIM during deal screening?▼

Deal screening extracts company details, location, sector, financials, deal type, valuation, seller motivation, management team, key customers, and key risks from the provided CIM, teaser, or broker materials.

Does deal screening work without defining a fund's investment criteria beforehand?▼

No, deal screening requires predefined investment criteria to implement a structured pass/fail framework, ensuring the screening memo accurately evaluates whether the inbound opportunity qualifies for pursuit.

What is included in the one-page screening memo generated from inbound deal flow?▼

The one-page screening memo includes a final verdict, bull and bear cases, and key questions for first calls, providing a concise summary of the deal screening process for quick triage decisions.