Deal Sourcing
AnthropicOfficialPublished by Anthropic
- Skill
- Workflow
- Business and productivity
- Apache-2.0
- No issues found
AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
The Deal Sourcing skill provides a structured three-step pipeline for private equity professionals to manage their outreach process. It assists in discovering target companies based on specific financial and sector criteria, cross-references potential targets against internal communication history in Gmail and Slack to identify existing relationships, and generates personalized cold emails for founder outreach. The workflow emphasizes manual review and user approval before any communication is sent.
What it does
- Identifies potential target companies based on user-defined sector, revenue, and geography criteria.
- Searches internal communication channels like Gmail and Slack to detect prior contact or existing relationships.
- Categorizes companies as new, existing, or previously passed based on CRM data.
- Drafts personalized, concise outreach emails tailored to specific company news or market positions.
- Matches the user's established communication tone by analyzing previous sent emails.
- Provides a shortlist of targets for user review before proceeding to email drafting.
When to use it
- When prospecting for new investment opportunities within a specific industry or sector.
- When you need to verify if a target company has been previously contacted by your firm.
- When you need to draft personalized outreach emails to founders or CEOs.
- When you are preparing a list of potential targets based on specific financial parameters.
Advantages
- Reduces manual research time by automating the discovery of companies matching specific criteria.
- Prevents redundant outreach by checking internal history before contacting a target.
- Ensures outreach remains personalized by referencing specific company details.
- Maintains control over communication by requiring explicit user approval before sending emails.
Usage examples
- “Find me founder-owned industrial services companies in Texas doing $10-50M revenue”
- The agent searches for companies matching the criteria, checks internal history for prior contact, and presents a shortlist with drafted emails for review.
- “Source deals in B2B SaaS in healthcare”
- The agent identifies potential B2B healthcare SaaS companies and prepares a report including company descriptions and relationship status.
Install
Download the skill as a ZIP:
https://autogineer.com/agent-skills/anthropics/deal-sourcing/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip deal-sourcing.zip -d .agents/skills
Documentation by Anthropic
Deal Sourcing
Workflow
This skill follows a 3-step sourcing pipeline:
Step 1: Discover Companies
Research and identify potential target companies based on the user's criteria:
Sector/industry focus: Ask the user what space they're looking in (e.g., "B2B SaaS in healthcare", "industrial services in the Southeast")
Deal parameters: Revenue range, EBITDA range, growth profile, geography, ownership type (founder-owned, PE-backed, corporate carve-out)
Sources: Use web search to find companies matching criteria. Look at industry reports, conference attendee lists, trade publications, and competitor landscapes
Output: A shortlist of companies with: name, description, estimated revenue/size, location, founder/CEO name, website, and why they fit the thesis
Step 2: CRM Check
Before outreach, check if the company or founder already exists in the firm's CRM:
Search the user's email (Gmail) for prior correspondence with the company or founder
Search Slack for any internal mentions or prior discussions about the target
Ask the user: "Have you or your team had any prior contact with [Company]?"
Flag any existing relationships, prior passes, or known context
Output: For each company, note: "New" (no prior contact), "Existing" (prior correspondence found — summarize), or "Previously Passed" (if evidence of a prior pass)
Step 3: Draft Founder Outreach
Draft personalized cold emails to founders/CEOs:
Tone: Professional but warm. Not overly formal — founders respond better to genuine, concise outreach
Structure:
Brief intro — who you are and your firm (ask user for their firm intro if not known)
Why this company caught your attention — reference something specific (product, market position, growth)
What you're looking for — partnership, not just a transaction
Soft ask — "Would you be open to a brief conversation?"
Personalization: Reference the company's specific product, recent news, or market position. Never use generic templates
Length: 4-6 sentences max. Founders are busy
Voice matching: If the user has sent prior outreach emails, study them to match their tone and style. Search Gmail for "sent" emails with keywords like "reaching out", "introduction", "partnership" to find examples
Email Draft Guidelines
Subject line: Keep it short and specific. Reference the company or sector, not "Investment Opportunity"
No attachments on first touch
Include a clear but low-pressure CTA
Draft in Gmail if available, otherwise output as text for the user to copy
Example Interaction
User: "Find me founder-owned industrial services companies in Texas doing $10-50M revenue"
Assistant:
Searches web for industrial services companies in Texas matching the criteria
Presents a shortlist of 5-8 companies with key details
For each, checks Gmail/Slack for prior contact
Drafts personalized outreach emails for the ones marked "New"
Presents drafts for user review before sending
Important Notes
Always present the shortlist for user review before drafting emails
Never send emails without explicit user approval
If the user's firm intro or investment criteria aren't clear, ask before drafting
Prioritize quality over quantity — 5 well-researched targets beat 20 generic ones
Files
- ATTRIBUTION.mdAdded by AutoGineer924 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md3.7 KiB
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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.
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Attribution and licence
- Published by
- Anthropic
- Publisher
- Anthropic (Official)
- Source
- anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/deal-sourcing · 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
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