How do I install the Fsi Pe Deal Screening skill?

Run npx skillmds@latest add d-wwei/fsi-pe-deal-screening in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Fsi Pe Deal Screening safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Fsi Pe Deal Screening?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Fsi Pe Deal Screening free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Fsi Pe Deal Screening?

d-wwei (@d-wwei) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Fsi Pe Deal Screening by d-wwei — Agent Skill

Name: Fsi Pe Deal Screening
Author: d-wwei

Fsi Pe Deal Screening

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".

d-wwei Updated Sep 17, 2026

File contents

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:

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

---name: fsi-pe-deal-screeningdescription: 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".---# Deal Screening## Workflow### Step 1: Extract Deal FactsFrom 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 CriteriaApply 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 AssessmentProvide a 3-part assessment:1. **Verdict**: Pass / Further Diligence / Hard Pass2. **Bull case** (2-3 bullets): Why this could be a good deal3. **Bear case** (2-3 bullets): Key risks and concerns4. **Key questions**: What you'd need to answer on a first call### Step 4: OutputOne-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

Frequently asked questions