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Deal Screening

AnthropicOfficialPublished by Anthropic

  • Skill
  • Content generator
  • Business and productivity
  • Apache-2.0
  • No issues found
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From the author

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. 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".
— the description by Anthropic

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

The deal-screening skill is designed to accelerate the triage process for investment professionals reviewing inbound deal flow such as CIMs, teasers, and broker materials. By systematically extracting critical financial and operational data, the skill compares the opportunity against predefined investment criteria to produce a structured pass/fail assessment. It is built to facilitate rapid decision-making, helping users determine whether to pursue a deal, request further diligence, or issue a hard pass.

What it does

  • Extracts key company, financial, and deal-specific metrics from provided investment materials.
  • Evaluates deal data against specific fund investment criteria including revenue, EBITDA, and sector fit.
  • Generates a structured pass/fail framework for objective deal assessment.
  • Produces a concise one-page screening memo for internal review or investment committee use.
  • Identifies key bull and bear cases along with critical questions for initial management calls.
  • Flags potential red flags or inconsistencies in financial reporting.

When to use it

  • When reviewing new inbound deal flow from brokers or intermediaries.
  • When triaging multiple teasers or CIMs to prioritize time.
  • When preparing for a first call with a target company or broker.
  • When needing a quick, standardized summary for internal partner discussions.

Advantages

  • Significantly reduces the time required to screen potential investment opportunities.
  • Ensures consistent evaluation standards across all inbound deals.
  • Provides a clear, actionable verdict to support faster decision-making.
  • Highlights critical risks and red flags early in the process.

Usage examples

“screen this deal”
The agent will prompt for the deal materials and the fund's investment criteria, then generate a one-page screening memo with a pass/fail verdict.
“triage this teaser”
The agent extracts the core financial metrics and compares them against your established targets to provide a quick assessment of the opportunity.

Install

  1. Download the skill as a ZIP:

    https://autogineer.com/agent-skills/anthropics/deal-screening/download

  2. Unzip it into the cross-client skills folder of your project:

    mkdir -p .agents/skills && unzip deal-screening.zip -d .agents/skills

Documentation by Anthropic

Deal Screening

Workflow

Step 1: Extract Deal Facts

From the provided CIM, teaser, or description, extract:

  • Company: Name, location, sector/subsector

  • Description: What they do (1-2 sentences)

  • Financials: Revenue, EBITDA, margins, growth rate

  • Deal type: Platform, add-on, recap, minority, carve-out

  • Asking price / valuation: Multiple, enterprise value if stated

  • Seller motivation: Why selling now

  • Management: Rolling or exiting

  • Key customers: Concentration risk

  • Key risks: Obvious red flags

Step 2: Screen Against Criteria

Apply the fund's investment criteria (ask user if not known):

CriterionTargetActualPass/Fail
Revenue range
EBITDA range
EBITDA margin
Growth profile
Sector fit
Geography
Deal size / EV
Valuation (x EBITDA)
Customer concentration
Management continuity
Step 3: Quick Assessment

Provide a 3-part assessment:

  1. Verdict: Pass / Further Diligence / Hard Pass

  2. Bull case (2-3 bullets): Why this could be a good deal

  3. Bear case (2-3 bullets): Key risks and concerns

  4. Key questions: What you'd need to answer on a first call

Step 4: Output

One-page screening memo suitable for sharing with partners or an IC quick screen.

Important Notes

  • Speed matters — screening should take minutes, not hours

  • Be direct about red flags. Don't bury concerns

  • If financials seem inconsistent or incomplete, flag it explicitly

  • Ask for the fund's criteria upfront if this is the first screening

  • Save screening criteria in memory for future deals once confirmed

Files

Requirements and compatibility

Written for: Claude Code, Claude apps

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Security

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

Attribution and licence

Published by
Anthropic
Publisher
Anthropic (Official)
Source
anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/deal-screening · commit 6056506
Licence
Apache License 2.0 (redistribution allowed)
  • LICENSE (added by AutoGineer from LICENSE)
  • ATTRIBUTION.md (written by AutoGineer)
Synced

AutoGineer is not affiliated with or endorsed by Anthropic or Anthropic.

Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download deal-screening.zip