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sammyTI
sammyTICOMMUNITY
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Deal Sourcing

Research target companies, check CRM records, and draft founder outreach emails.

Updated May 3, 2026
Search Tags:#outreach#company research#deal sourcing#private equity#crm check#founder emails
One-click install
npx skills add https://github.com/sammyTI/dotcompany-template --skill deal-sourcing-sammyti
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Deal Sourcing
Source: https://github.com/sammyTI/dotcompany-template/tree/main/plugins/vertical-plugins/private-equity/skills/deal-sourcing
Command: npx skills add https://github.com/sammyTI/dotcompany-template --skill deal-sourcing-sammyti

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the process of discovering and evaluating target companies for private equity investments, reducing manual research time.

Core Features & Use Cases

  • Company Discovery: Researches and identifies potential target companies based on user-specified criteria such as sector, revenue, location, and ownership.
  • CRM Check: Checks existing relationships and prior contacts within the firm's CRM and internal communication systems to assess prior interactions.
  • Founder Outreach Drafting: Creates personalized outreach emails to company founders, referencing specific details and maintaining a professional tone.
  • Use Case: Find industrial services companies in Texas with $10-50M revenue, check existing contacts, and generate personalized emails for outreach.

Quick Start

Use this Skill to identify target companies in your sector, verify existing contacts, and generate personalized outreach emails to founders.

Frequently Asked Questions about Deal Sourcing

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

FAQPage Schema
How do I automate private equity deal sourcing and founder outreach?▼

Private equity deal sourcing is automated by researching target companies based on sector and revenue criteria, checking internal CRM records for prior engagement, and drafting personalized founder outreach emails in a unified workflow.

What is the best way to check existing CRM contacts before emailing a company founder?▼

Checking existing CRM contacts is handled natively by the deal sourcing workflow, which reviews internal communication systems and CRM records for prior interactions before drafting any personalized founder emails.

Can I find target companies for private equity using specific revenue and sector criteria?▼

Target company discovery for private equity supports filtering by user-specified criteria including sector, revenue range, geographic location, and ownership structure to identify viable investment opportunities.

How do I draft personalized outreach emails to company founders for deal sourcing?▼

Drafting personalized founder outreach emails is executed automatically after company research and CRM checks, generating professional messages that reference specific company details to initiate private equity investment discussions.

Does this deal sourcing workflow integrate with my firm's existing CRM and internal communication systems?▼

CRM integration is supported through built-in checks against your firm's existing internal communication systems and CRM records, allowing the workflow to assess prior interactions before generating outreach emails.

What are the limitations of automated deal sourcing workflows for private equity?▼

Automated deal sourcing limitations depend on the availability of internal CRM data for prior engagement checks and the specificity of user-provided sector, revenue, and location criteria for accurate company discovery.

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