PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".
Install
npx skills add anthropics/financial-services --skill deal-sourcingnpx skills add anthropics/financial-services --skill deal-sourcing -a claude-code -gnpx skills add anthropics/financial-services --skill deal-sourcing -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/vertical-plugins/private-equity/skills/deal-sourcinggh skill install anthropics/financial-services deal-sourcinggit 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-sourcing ~/.claude/skills/deal-sourcing # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/private-equity/skills/deal-sourcing ~/.agents/skills/deal-sourcing # Codex, Cursor, Gemini CLI, Copilot, OpenCode