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deal-screening

✓ Official★ 33,111

by anthropics · part of anthropics/financial-services

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".

🧩 One of 7 skills in the anthropics/financial-services package — works on its own, and pairs well with its siblings.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

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