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deal-screening

Extract deal data from CIMs and teasers and generate pass/consider/decline memos.

Updated Aug 23, 2026
Search Tags:#valuation#teaser#cim#private-equity#deal-screening#screening-memo#inbound-deals
One-click install
npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill deal-screening-brianping7
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-screening
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main/private-equity/deal-screening
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill deal-screening-brianping7

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill accelerates the private-equity deal screening process by extracting essential deal facts from CIMs and teasers, applying investment criteria, and producing a concise memo for decision-making.

Core Features & Use Cases

  • Ingest CIMs or teasers and automatically extract company name, location, industry, revenue, EBITDA, growth, deal type, valuation, seller motivation, and key risks.
  • Apply fund investment standards (revenue, EBITDA, growth, geography, EV/EBITDA) to classify deals as pass/consider/decline and generate a one-page screening memo with conclusions and risk notes.
  • Generate a structured output to triage inbound materials, prioritize conversations, and guide initial calls.

Quick Start

Provide a CIM or teaser and invoke the deal-screening workflow to generate a concise one-page screening memo.

Frequently Asked Questions about deal-screening

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

FAQPage Schema
How do I screen inbound private-equity deals from a CIM or teaser?▼

Screening inbound private-equity deals involves extracting data like revenue and EBITDA from a CIM or teaser. The system applies your investment criteria to generate a one-page screening memo for go/no-go decisions.

What is the best way to evaluate inbound deal flow for initial calls?▼

Evaluating inbound deal flow is best handled by extracting company facts and applying investment standards like EV/EBITDA. This classifies opportunities as pass, consider, or decline to prioritize initial calls.

Can I apply specific fund investment criteria to categorize inbound materials?▼

You can apply specific fund investment criteria such as revenue, EBITDA, growth, geography, and EV/EBITDA. The system uses these standards to categorize inbound materials and output pass, consider, or decline options.

What data points are extracted from a teaser during deal screening?▼

During deal screening, the system extracts company name, location, industry, revenue, EBITDA, growth, deal type, valuation, seller motivation, and key risks from a teaser to inform the screening memo.

How does automated screening handle deals that do not meet investment standards?▼

Automated screening handles deals that do not meet investment standards by classifying them as decline. It still extracts the relevant data and includes risk notes in the one-page screening memo output.

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