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.
Install
npx skills add anthropics/financial-services --skill deal-screeningnpx skills add anthropics/financial-services --skill deal-screening -a claude-code -gnpx skills add anthropics/financial-services --skill deal-screening -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/vertical-plugins/private-equity/skills/deal-screeninggh skill install anthropics/financial-services deal-screeninggit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/private-equity/skills/deal-screening ~/.claude/skills/deal-screening # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/private-equity/skills/deal-screening ~/.agents/skills/deal-screening # Codex, Cursor, Gemini CLI, Copilot, OpenCode