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Deal Screening

Official

Screen inbound deal flow rapidly.

Finance & Accounting#financial modeling#investment analysis#due diligence#teaser#cim#private equity#deal screening
Authoranthropics
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the initial review of potential investment opportunities, allowing for rapid assessment against fund criteria and quick decision-making.

Core Features & Use Cases

  • Automated Data Extraction: Extracts key company and financial details from CIMs, teasers, and broker materials.
  • Criteria-Based Screening: Compares extracted deal facts against predefined investment criteria.
  • Quick Assessment Output: Generates a concise memo with a verdict, bull/bear cases, and key questions.
  • Use Case: When a new deal teaser arrives via email, use this Skill to quickly determine if it meets the fund's basic investment profile before dedicating more time to it.

Quick Start

Use the deal screening skill to screen the attached CIM document against our fund's investment criteria.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Deal Screening
Download link: https://github.com/anthropics/financial-services-plugins/archive/main.zip#deal-screening

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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