Individual skill
deal-sourcing
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".
plugins/vertical-plugins/private-equity/skills/deal-sourcing/SKILL.md
Source commit 60565064557ca77b12f62aa7877f365d111c129d
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- Last checked
- Nov 9, 2026
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- Repository last updated
- Oct 28, 2026
- License
- Apache-2.0
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- sales Derived category
- operations Derived category
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# Deal Sourcing
## Workflow
This skill follows a 3-step sourcing pipeline:
### Step 1: Discover Companies
Research and identify potential target companies based on the user's criteria:
- **Sector/industry focus**: Ask the user what space they're looking in (e.g., "B2B SaaS in healthcare", "industrial services in the Southeast")
- **Deal parameters**: Revenue range, EBITDA range, growth profile, geography, ownership type (founder-owned, PE-backed, corporate carve-out)
- **Sources**: Use web search to find companies matching criteria. Look at industry reports, conference attendee lists, trade publications, and competitor landscapes
- **Output**: A shortlist of companies with: name, description, estimated revenue/size, location, founder/CEO name, website, and why they fit the thesis