Deal Sourcing

Automate private equity deal sourcing with company discovery, CRM checks, and personalized outreach.

1|Updated Mar 5, 2026
One-click install
npx skills add https://github.com/smrik/ai-fund --skill deal-sourcing-smrik
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Deal Sourcing
Source: https://github.com/smrik/ai-fund/tree/main/skills/private-equity/skills/deal-sourcing
Command: npx skills add https://github.com/smrik/ai-fund --skill deal-sourcing-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill solves the inefficiency of manual deal sourcing by automating the discovery of target companies, cross-referencing them against internal CRM data, and drafting personalized outreach emails.

Core Features & Use Cases

  • Automated Discovery: Identifies potential target companies based on specific industry, revenue, and growth criteria.
  • CRM Integration: Automatically checks Gmail and Slack for existing relationships to prevent redundant or awkward outreach.
  • Personalized Outreach: Drafts high-quality, context-aware emails to founders that reference specific company news or market positions.
  • Use Case: A private equity associate needs to find founder-owned industrial services companies in Texas with $10-50M in revenue and draft initial outreach emails for those not already in the firm's network.

Quick Start

Find founder-owned B2B SaaS companies in the healthcare sector with 10 to 50 million in revenue and draft personalized outreach emails for any new leads.

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?

Automate private equity deal sourcing by discovering target companies based on industry and revenue criteria, cross-referencing existing CRM relationships, and drafting personalized founder outreach emails.

What is the best way to find founder-owned companies matching specific revenue criteria?

Find founder-owned companies by defining specific industry, revenue, and growth parameters for automated discovery. The system scans web search APIs to identify potential investment targets that match your exact private equity deal sourcing requirements.

Can I check Gmail and Slack for existing relationships before sending outreach emails?

Yes, you can check Gmail and Slack for existing relationships before sending outreach emails. The CRM integration automatically cross-references internal communication tools to prevent redundant or awkward contact with founders already in your network.

How do I draft personalized emails to founders that reference specific company news?

Draft personalized emails to founders by using context-aware automation that references specific company news or market positions. The system generates high-quality outreach content tailored to each potential investment target discovered during the deal sourcing process.

Does deal sourcing automation work for finding B2B SaaS companies in the healthcare sector?

Yes, deal sourcing automation works for finding B2B SaaS companies in the healthcare sector. You can specify the industry, revenue range, and business model to identify founder-owned targets and automatically draft initial outreach emails for new leads.

Do I need to integrate search APIs and email clients for automated lead generation?

Yes, you need to integrate search APIs, email clients, and internal communication tools for automated lead generation. These integrations are required to maintain professional outreach standards across web search, email, and messaging platforms during the deal sourcing pipeline.