deal-screening

name	deal-screening
description	Use when financial-services work requires deal Screening.
version	0.1.0
author	Changhochien
license	MIT
platforms	["linux","macos","windows"]
metadata	{"hermes":{"tags":["financial-services","private-equity"],"related_skills":[]}}

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

Hermes Profile Notes

This skill was packaged from pi-financial-services source path plugins/vertical-plugins/private-equity/skills/deal-screening for the Hermes financial-services profile. Use institutional data connectors first when available, cite sources, and stage outputs for qualified human review.

Common Pitfalls

1. Do not present drafts as investment, legal, tax, or accounting advice.
2. Do not use web search as the primary source when an institutional MCP/data connector is available.
3. Do not execute transactions, contact clients, post to a ledger, or approve onboarding. Stage outputs for review.

Verification Checklist

• Inputs, assumptions, dates, and currencies are explicit.
• Numbers tie across tables, models, decks, and memos.
• Sources are cited and institutional data is preferred where available.
• Output is labeled draft / for human review where appropriate.