screen-companies

Screen company lists against search fund acquisition criteria using Inven or udu data.

Updated Aug 1, 2026
One-click install
npx skills add https://github.com/nicogoldberg1-rgb/opensourcing-release --skill screen-companies-nicogoldberg1-rgb
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: screen-companies
Source: https://github.com/nicogoldberg1-rgb/opensourcing-release/tree/main/skills/screen-companies
Command: npx skills add https://github.com/nicogoldberg1-rgb/opensourcing-release --skill screen-companies-nicogoldberg1-rgb

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Search fund principals start with 30-80 candidate companies and must manually filter them down to a shortlist of viable acquisition targets, checking each one for business fit, acquisition status, VC/PE backing, and owner findability. This Skill automates that screening pass and produces an annotated Pass/Fail/Flag list. ## Core Features & Use Cases - Multi-source intake: Accepts an existing Inven CSV/Excel export, runs a new natural-language search via the Inven MCP with credit-balance checks and an approval gate, or pulls normalized rows from a udu project. - Four-criterion screening: Evaluates business model fit, acquisition status, institutional backing (Inven funding fields first, web search fallback), and owner findability, with a mandatory ownership web-check for udu-sourced rows. - Dedup against saved lists: Cross-checks batch domains against saved Inven lists and flags duplicates without auto-removing them. - Use Case: You export 60 companies from Inven for a legal case management software niche. The skill screens each row, flags 8 duplicates from a prior list, fails 20 for VC backing or acquisitions, and outputs an annotated spreadsheet plus a summary report with next steps. ## Quick Start Ask Claude to screen the companies in your Inven export file against your acquisition criteria for your target niche.

Frequently Asked Questions about screen-companies

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

FAQPage Schema
How do I screen companies for a search fund acquisition?

Provide a niche description plus either an Inven CSV/Excel export, filters for a new Inven MCP search, or a udu project ID. The skill evaluates each company on business fit, acquisition status, VC/PE backing, and owner findability, then outputs an annotated file with Pass/Fail/Flag results.

How to check if a company is VC or PE backed from Inven data?

Inspect the total_funding, all_investors, and last_deal_type fields first; non-zero funding or investor names indicate institutional backing. Only fall back to web searches when these fields are empty or ambiguous, since ownership_type=private_unknown does not mean founder-owned.

Can I screen companies without an Inven subscription?

Yes. Set provider to udu and supply a udu project ID; the skill pulls normalized rows in the Inven schema via the udu-source CLI and screens them identically. udu rows require a mandatory per-company ownership web-check because udu misses some private PE rollups.

Does the screening remove duplicate companies automatically?

No. The skill cross-checks batch domains against your saved Inven lists and marks matches as DUPLICATE with the list name, but it only flags them. You decide whether to drop duplicates when reviewing the final report.

Why does the skill require a web check for udu-sourced companies?

udu ownership data misses private M&A and PE rollups, so institutionally_backed=false over-reports founder-owned companies. Testing showed apparently founder-owned targets that were actually PE-owned, so every passing udu row gets a web verification before being marked a keeper.