deal-sourcing

name	deal-sourcing
description	Use when sourcing M&A or PE deals — discovering target companies from criteria, enriching with contact data, deduping against CRM, and drafting personalized founder outreach. Persists every candidate as a lead so the system compounds across runs.

Deal Sourcing

Why this exists

Generic "sourcing" prompts produce a list of company names and end there. This skill closes the loop: discovery → dedupe → enrichment → personalized outreach → CRM persistence. The persistence step is what makes it compound — the next sourcing run avoids rework, response rates feed back into target scoring, and won deals close the loop on what criteria actually convert.

Pipeline

1. Discovery

• Use mcp__ololand__search_targets with explicit filters (sector, geo, size, ownership type if PE-relevant).
• Cap initial set to 25 per run. Quality > quantity. If user wants more, run again with refined criteria.

2. Dedupe

• For each candidate, check the CRM (Salesforce via existing integration). If there's an existing account, classify as dup and skip outreach.
• Surface dups in the report — sometimes the user wants to see "we've talked to 12 of these already" as a signal.

3. Enrichment

• Firmographics: apollo_organizations_enrich (revenue, employees, funding, tech stack).
• Contact: apollo_contacts_search filtered by title (founder, ceo, cfo, head of corporate development). Pick ONE — don't spam.
• Priority: founder > CEO > CFO > head of corp dev.

4. Hook (signal sourcing)

• Use mcp__ololand__deep_market_research or research_market with the company name + recent timeframe (90 days).
• Look for: funding round, hiring spike, leadership change, product launch, news mention, expansion announcement.
• If no signal found, fall back to a thesis-based hook ("we focus on X, you operate in X") — but flag this row as "weak hook" so the user can decide whether to send.

5. Outreach drafting

Format constraints:

• 60-90 words. Hard cap at 100.
• Opens with the SPECIFIC signal ("Saw your Series B in March...").
• One sentence connecting it to the fund's thesis.
• One sentence proposing a 20-min call. No calendar links in the first email.
• Sign-off: from the user.

Save as Gmail draft. Do NOT send.

6. Persistence

Call mcp__ololand__log_sourced_lead for each candidate:

• email + name + company from Apollo enrichment
• sourcing_hook — the signal sentence used in the draft
• sourcing_criteria — the user's original criteria (for "what worked" analysis)
• apollo_enrichment_data — full Apollo payload (stored as JSON)

LeadService auto-dedupes on email+source. If the lead already exists, it merges the new enrichment data. The next sourcing run will see this lead and skip it.

This is the compounding step. Do not skip it.

Output format

Always produce a markdown table:

| Company | Contact | Hook | Status | Draft ID |
|---------|---------|------|--------|----------|
| ...     | ...     | ...  | new    | abc123   |

Plus a summary line: Discovered N • New M • Dups K • Weak-hook L • Drafts created M.

Anti-patterns

• Do not auto-send. Drafts only. Always.
• Do not enrich more than 1 contact per company. Multi-touch on first email is spammy.
• Do not use generic templates. If you can't find a hook, flag the row instead of inventing one.
• Do not skip dedupe. Double-emailing a portfolio CEO is reputationally expensive.