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Syntari-International-Inc
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deal-screener

Scores and ranks PE and CRE deal opportunities using weighted 100-point criteria.

Updated May 13, 2026
Search Tags:#pipeline#scoring#underwriting#private equity#deal screening#cre#investment criteria
One-click install
npx skills add https://github.com/Syntari-International-Inc/syntari-nexus-plugin --skill deal-screener-syntari-international-inc
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-screener
Source: https://github.com/Syntari-International-Inc/syntari-nexus-plugin/tree/main/skills/deal-screener
Command: npx skills add https://github.com/Syntari-International-Inc/syntari-nexus-plugin --skill deal-screener-syntari-international-inc

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Investment teams receive more deal flow than they can diligence, and inconsistent screening leads to wasted analyst hours and missed opportunities. This Skill applies a standardized weighted scoring framework to PE and CRE opportunities so every deal is evaluated against the same criteria and ranked objectively. ## Core Features & Use Cases - 100-Point Scoring Frameworks: Separate weighted rubrics for PE deals (revenue quality, market position, management, financials, growth, valuation) and CRE deals (location, asset quality, income stability, returns, value-add, risk). - Signal Classification: Converts scores into Strong Buy, Buy, Hold, or Pass signals with color coding for pipeline reporting. - Ranked Pipeline Output: Produces a sorted screening table with factor-level evidence, key highlights, and key risks per deal. - Use Case: A growth equity fund screens seven inbound SaaS deals against its thesis (sector, EV range, growth threshold) and advances the top two scoring above 80 to Phase II diligence. ## Quick Start Screen these five deal opportunities against our investment criteria and rank them with scores and buy/hold/pass signals.

Frequently Asked Questions about deal-screener

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

FAQPage Schema
How do I screen PE and CRE deals against investment criteria?▼

Provide deal details manually or connect Nexus MCP to retrieve deals automatically. The skill applies a weighted 100-point scoring framework, then ranks opportunities and assigns Strong Buy, Buy, Hold, or Pass signals with supporting evidence per factor.

What scoring criteria are used for private equity deal screening?▼

PE deals are scored on six weighted factors: revenue quality (20), market position (15), management team (15), financial health (20), growth potential (15), and valuation (15). CRE deals use location, asset quality, income stability, return profile, value-add potential, and risk factors.

Can I screen deals without connecting to Nexus or PitchBook?▼

Yes, the skill works fully with manually provided data. Paste deal summaries, upload spreadsheets, or describe opportunities in conversation, and all scoring frameworks apply identically without any MCP connection.

What score threshold should a deal meet to advance to diligence?▼

Deals scoring 80-100 receive a Strong Buy signal and 60-79 receive Buy; the typical threshold for advancing to further diligence is 60 or above. Deals below 40 are marked Pass.

How is confidence in the screening score measured?▼

Each output includes a calibrated confidence score from a three-pass assessment using conservative, neutral, and optimistic perspectives. Complete financials with comparable transactions typically yield 0.85+, while teaser-only data falls below 0.40 and triggers a request for more information.

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