deal-sourcing

deal-sourcing is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (808 once invoked), scanned A, a copy of deal-sourcing, Apache-2.0.

A process for finding companies that may fit an investment strategy and preparing contact with their founders. It also checks whether the company or relationship already exists in the firm's CRM, a system for managing contacts and deals.

In plain words
What is it for?
Use it to research target companies, filter them by sector, size, location, ownership, or growth, check existing relationships, and draft founder emails.
Why use it?
It reduces repeated outreach and turns broad investment criteria into a focused list of potential targets.

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 research target companies, filter them by sector, size, location, ownership, or growth, check existing relationships, and draft founder emails.

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

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/deal-sourcing"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/deal-sourcing.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 808 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 $0.00808
Opus 5 $0.00000 $0.00404
Sonnet 5 $0.00000 $0.00162
Haiku 4.5 $0.00000 $0.00081

Measured 8d ago against content hash acfccee526e5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

deal-sourcing 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 8d 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-sourcing — 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-sourcing/SKILL.md · 66 lines

How it starts

The opening of the file, as written. The whole thing — 66 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Deal Sourcing

description: 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".

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:

  • Search the user's email (Gmail) for prior correspondence with the company or founder
  • Search Slack for any internal mentions or prior discussions about the target
  • Ask the user: "Have you or your team had any prior contact with [Company]?"
  • Flag any existing relationships, prior passes, or known context
  • Output: For each company, note: "New" (no prior contact), "Existing" (prior correspondence found — summarize), or "Previously Passed" (if evidence of a prior pass)

Step 3: Draft Founder Outreach

Draft personalized cold emails to founders/CEOs:

  • Tone: Professional but warm. Not overly formal — founders respond better to genuine, concise outreach
  • Structure:
    1. Brief intro — who you are and your firm (ask user for their firm intro if not known)
    2. Why this company caught your attention — reference something specific (product, market position, growth)
    3. What you're looking for — partnership, not just a transaction
    4. Soft ask — "Would you be open to a brief conversation?"
  • Personalization: Reference the company's specific product, recent news, or market position. Never use generic templates
  • Length: 4-6 sentences max. Founders are busy
  • Voice matching: If the user has sent prior outreach emails, study them to match their tone and style. Search Gmail for "sent" emails with keywords like "reaching out", "introduction", "partnership" to find examples

Read the full file on GitHub · 66 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. 8d ago First seen · 66 lines · 0 tokens per session scan A acfccee526e5

Subscribe to this mod's changes

deal-sourcing 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 808 tokens. A static security scan graded it A with 0 findings. It is 100% identical to deal-sourcing, differing in 0 lines, and is treated as a copy.

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