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deal-sourcing

anthropics/fina…services

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".

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安装命令

npx skills add https://github.com/anthropics/financial-services --skill deal-sourcing

SKILL.md

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

Step 2: CRM Check

Before outreach, check if the company or founder already exists in the firm's CRM:

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