Deal Screening
Run pass/fail screens on inbound deal opportunities for PE teams.
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This official Anthropic private equity skill runs quick pass/fail screens on inbound deal opportunities, evaluates CIMs and teasers against investment criteria, scores deals by strategic and financial fit, and generates deal screening memos for investment committees. Part of the Anthropic financial-services private-equity vertical plugin. From the official Anthropic financial-services repository. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Compatible Agents
Use Cases
- ✓Run quick pass/fail screen on inbound deal opportunities
- ✓Evaluate CIMs and teasers against investment criteria
- ✓Score deals by strategic and financial fit
- ✓Generate deal screening memo for investment committee
Trigger Phrases
“Screen this deal”“/screen-deal”“Quick pass fail on this CIM”“Deal screening memo”
How to Install
Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.
Requirements
- Claude Code or Claude Cowork
- CIM, teaser, or deal description
- Investment criteria and thesis