Individual skill
Deal Screening
Rapid triage of inbound or proactively sourced deal opportunities using a structured scoring rubric, TAM logic, and sponsor-fit criteria to prioritise pipeline.
packs/private-equity/skills/deal-screening/SKILL.md
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- MIT
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# Deal Screening
## When to use
Use this skill when you receive an inbound teaser or have identified a proactive target and need to decide quickly whether to pursue further diligence. It applies equally to sponsored processes (where a bank or advisor is running a formal auction) and to proprietary sourcing (direct outreach, intermediary referrals, sector screens). The goal is a rapid, defensible go/no-go recommendation -- not a full diligence opinion.
## What it does
Produces a structured screening note that covers: deal summary, thesis fit, market sizing logic, business quality indicators, preliminary financial assessment, key risk flags, and a recommended next action with rationale. The note is written to the standard of a first-stage investment memo -- brief enough to complete in one sitting, rigorous enough to present to a senior deal partner.
## Method
### Step 1 -- Ingest and summarise the opportunity
