mcpbeat

Deal Screening

anthropics/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".

553 tokens
context cost
the whole folder, loaded on every use
1
files
instructions only
0
copies elsewhere
how many repositories repackaged it
33987
stars on the repo
on the repository, not the skill itself

Install

one command, takes just this skill from the repository 
npx skills add https://github.com/anthropics/financial-services --skill deal-screening

The instruction itself

7 sections, as written by the author

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):

| Criterion | Target | Actual | Pass/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:

  • Verdict: Pass / Further Diligence / Hard Pass
  • Bull case (2-3 bullets): Why this could be a good deal
  • Bear case (2-3 bullets): Key risks and concerns
  • 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

How to use it

Copy the folder

Take anthropics/deal-screening from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.