Deal Screening

作者 anthropics574ed3624aeb無授權條款39K 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫2 週前更新

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".

精選僅含說明Business & Finance
AI 產生的概覽

依據基金投資標準篩選收到的交易資料,並產出一頁式篩選備忘錄。

功能
從 CIM、推介資料或仲介資料中擷取關鍵交易事實,包括公司資訊、財務數據、交易類型、估值、賣方動機、管理層、客戶集中度與風險。接著依基金投資標準製作通過/不通過對照表,並給出結論、看多理由、看空理由與關鍵問題。最終輸出一頁式篩選備忘錄,方便合夥人或投資委員會快速審閱。
適用情境
適用於檢視新交易來源、初步篩選收到的資料,或判斷是否值得安排首次通話。也適合「篩選這筆交易」、「檢視這份 CIM」、「初步評估這份推介資料」等請求。
執行需求
無需指令碼或特殊工具;需要基金的投資標準(若尚未提供,技能會向使用者詢問)以及待篩選的交易資料。

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

來源與署名

來源:anthropics/financial-services位於plugins/vertical-plugins/private-equity/skills/deal-screening提交574ed36

授權條款: 無授權條款

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