Deal Screening

anthropics/financial-services/plugins/vertical-plugins/private-equity/skills/deal-screening

by anthropics574ed3624aebNo license39K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 2 weeks ago

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".

FeaturedInstructions onlyBusiness & Finance

Only the file list is public. File contents are available once the skill is installed in a workspace.

PathSizeType
SKILL.md2.2 KBtext/markdown

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Source:anthropics/financial-servicesinplugins/vertical-plugins/private-equity/skills/deal-screeningat commit574ed36

License: No license

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