本文へ移動
cccskills
無料GitHub で公開

deal-screening

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".

インストール方法を見る

含まれるファイル(1)

  • SKILL.md2.2 KB

SKILL.md(原文)

インストールする前に、エージェントに与えられる指示の中身を確認できます。

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

レビュー

まだレビューはありません。使ってみた感想をお寄せください。

同じリポジトリのスキル

概要と使いどころ

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

audit-xls

無料

Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness/cheapness, computing spread decomposition, comparing bonds, assessing bond value vs curves, or running rate shock scenarios.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

anthropics のスキルをすべて見る

このスキルの問題を報告する