deal-screening

deal-screening is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (534 once invoked), scanned A, a copy of deal-screening, Apache-2.0.

A first-pass review of a potential investment deal using materials such as a CIM, which is a confidential document describing a company for sale, or a teaser. It extracts key facts and checks them against an investment fund's criteria.

In plain words
What is it for?
Use it to triage incoming deals, review company financials and sale terms, identify red flags, and prepare a short screening memo.
Why use it?
It reduces the time spent reviewing unsuitable opportunities and gives the team a quick view of important risks and missing information.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the private-equity plugin — 9 skills, 9 commands shipped together

Good fit Use it to triage incoming deals, review company financials and sale terms, identify red flags, and prepare a short screening memo.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/deal-screening
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add yuping322/financial-services-plugins-new --skill deal-screening
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install private-equity, the plugin that ships this one along with the rest of its 9 skills, 9 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for deal-screening

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/deal-screening/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/deal-screening)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/deal-screening"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/deal-screening/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for deal-screening

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/deal-screening"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/deal-screening.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 534 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.00534
Opus 5 $0.00000 $0.00267
Sonnet 5 $0.00000 $0.00107
Haiku 4.5 $0.00000 $0.00053

Measured 7d ago against content hash 9ced2d63f272, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

deal-screening scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to deal-screening — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

private-equity/skills/deal-screening/SKILL.md · 58 lines

How it starts

The opening of the file, as written. The whole thing — 58 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Deal Screening

description: 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".

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:

  1. Verdict: Pass / Further Diligence / Hard Pass
  2. Bull case (2-3 bullets): Why this could be a good deal
  3. Bear case (2-3 bullets): Key risks and concerns
  4. 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

Read the full file on GitHub · 58 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 7d ago First seen · 58 lines · 0 tokens per session scan A 9ced2d63f272

Subscribe to this mod's changes

deal-screening is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 534 tokens. A static security scan graded it A with 0 findings. It is 100% identical to deal-screening, differing in 0 lines, and is treated as a copy.

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