◆ Output
What it produces
One-page screening memo with key metrics, pass/fail on criteria, and recommended next step
◆ Audience
Best for
Inbound deal flow triagecoverage universe managementpass/proceed decisions
◆ Example prompts
Use it like this
After uploading this skill to Claude, type in the chat:
›/deal-screening Screen attached CIM against our fund criteria
›/deal-screening Should we take a first call on this teaser?
›/deal-screening Triage 3 inbound deals — criteria: B2B SaaS, $5-50M EBITDA
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◆ Installation
How to use this skill
1
Download the skill ZIP
Go to the Deal Screening folder on GitHub, download it as a ZIP file. Or download the full Private Equity vertical to get all 6 skills at once.
2
Upload to Claude
Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.
3
Type /deal-screening in Claude
Open Claude, type /deal-screening, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.
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◆ Related
More skills in Private Equity