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Deal Sourcing

Official

Discover, vet, and outreach to targets.

Finance & Accounting#crm#prospecting#outreach#deal sourcing#private equity#company discovery
Authoranthropics
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the initial stages of private equity deal sourcing by automating company discovery, checking existing relationships, and drafting personalized outreach.

Core Features & Use Cases

  • Company Discovery: Identifies potential target companies based on sector, deal parameters, and geography using web searches.
  • CRM Integration: Checks for prior contact with companies or founders via email and Slack.
  • Personalized Outreach: Drafts tailored cold emails to founders, matching the user's voice.
  • Use Case: A PE associate needs to find founder-owned B2B SaaS companies in the Midwest with $5-20M in ARR. This Skill will find matching companies, check if they've been contacted before, and draft personalized outreach emails to the founders.

Quick Start

Find founder-owned B2B SaaS companies in the Midwest doing $5-20M in ARR and draft outreach emails.

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 Sourcing
Download link: https://github.com/anthropics/financial-services-plugins/archive/main.zip#deal-sourcing

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