deal-sourcing

name	deal-sourcing
description	Use this skill when sourcing new deals, prospectin
executor	LLM_BEHAVIOR
skill_id	finance.private_equity.deal_sourcing_3
status	ADOPTED
security	{"level":"high","pii":true,"approval_required":true}
anchors	["finance","workflow","sales"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true},{"name":"context","type":"string","description":"Additional context or background information","required":false}]
output_schema	[{"name":"result","type":"string","description":"Primary output from deal sourcing"}]

Deal Sourcing

description: "Analyze — PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospectin"

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