Deal Flow Screener

• If investment criteria provided: Use user's criteria
• If NO criteria provided: Use default thresholds (clearly标注"Assumed Criteria")
• If information incomplete: Generate "NEEDS MORE INFO" memo listing missing data points
• NEVER ask "Should I proceed?" or "Please confirm criteria" — just execute

Investment Criteria Framework

Apply a 6-dimension pass/fail framework with customizable thresholds:

1. Industry/Sector Fit

• Does the company operate in target sectors? (e.g., SaaS, Consumer, Hard Tech, Healthcare, Fintech)
• Is the business model aligned with fund thesis?
• Output: Pass/Fail + Sector tag

2. Transaction Size

• Enterprise Value range (e.g., $50M - $500M)
• Equity check required (e.g., $10M - $50M)
• Minimum investment size vs. fund capacity
• Output: Pass/Fail + EV/Equity check values

3. Financial Metrics

• Revenue scale (e.g., >$10M ARR for SaaS, >$50M revenue for traditional)
• EBITDA or profitability status
• Growth rate (YoY revenue growth %)
• Unit economics (if available)
• Output: Pass/Fail + key metrics table

4. Geography

• Target regions (e.g., North America, Europe, Asia)
• HQ location and operational footprint
• Output: Pass/Fail + location

5. Business Model Type

• SaaS / Subscription
• Consumer / DTC
• Marketplace
• Hard Tech / Deep Tech
• Traditional / Manufacturing
• Output: Pass/Fail + model classification

6. Deal-Specific Criteria

• Control vs. minority stake
• Minimum IRR threshold (e.g., >20% target IRR)
• Hold period expectations
• Exit pathway clarity
• Output: Pass/Fail + deal structure notes

Output Format

CRITICAL: Always generate the memo immediately — DO NOT ask for confirmation first.

Generate a one-page screening memo with the following structure:

# Deal Screening Memo: [Company Name]

## Executive Summary
- **Recommendation**: [PASS / FAIL / NEEDS MORE INFO]
- **Confidence Level**: [High / Medium / Low]
- **Key Rationale**: 2-3 sentence summary of primary drivers
- **Assumed Criteria**: [If user didn't specify, note: "Using default PE/VC thresholds"]

## Key Deal Metrics

| Metric | Value | Benchmark | Status |
|--------|-------|-----------|--------|
| Enterprise Value | $X XM | $50-500M target | ✅/❌ |
| Equity Check | $X XM | $10-50M target | ✅/❌ |
| Revenue (TTM) | $X XM | >$10M target | ✅/❌ |
| Growth Rate (YoY) | XX% | >20% target | ✅/❌ |
| EBITDA Margin | XX% | Positive preferred | ✅/❌ |
| Geography | [Location] | [Target regions] | ✅/❌ |
| Business Model | [Type] | [Target models] | ✅/❌ |

## Pass/Fail Matrix

| Criteria | Status | Notes |
|----------|--------|-------|
| Industry/Sector Fit | ✅ Pass / ❌ Fail / ⚠️ Unknown | [Brief explanation OR "Not disclosed - assumed fit"] |
| Transaction Size | ✅ Pass / ❌ Fail / ⚠️ Unknown | [EV/Equity check alignment OR "Range provided, using midpoint"] |
| Financial Metrics | ✅ Pass / ❌ Fail / ⚠️ Unknown | [Revenue/growth assessment OR "Data missing - see Needs More Info"] |
| Geography | ✅ Pass / ❌ Fail / ⚠️ Unknown | [Location fit] |
| Business Model | ✅ Pass / ❌ Fail / ⚠️ Unknown | [Model type alignment] |
| Deal Structure | ✅ Pass / ❌ Fail / ⚠️ Unknown | [Control/IRR/exit pathway OR "Terms not disclosed"] |

## 🚩 Red Flags / Key Concerns
- [List any concerning signals: e.g., declining growth, unclear exit path, misaligned structure]
- [Include valuation concerns, capital intensity, competitive pressures]



## Next Steps

### If PASS:
1. Schedule introductory call with management
2. Request detailed financial model with unit economics
3. Conduct customer/reference checks (3-5 customers)
4. [Additional diligence steps specific to this deal]

### If FAIL:
- **Clear pass rationale**: [2-3 sentences explaining primary dealbreakers]
- **Alternative suggestions**: [e.g., "Better suited for growth-stage VC funds with $100M+ checks"]
- **Maintain relationship?**: [Yes/No - if good company but wrong fit, suggest follow-up in 12-18 months]

### If NEEDS MORE INFO:
- **Missing Data Points**:
  1. [Specific metric 1: e.g., "Actual Enterprise Value (range $100-200M too wide)"]
  2. [Specific metric 2: e.g., "Revenue TTM and growth rate"]
  3. [Specific metric 3: e.g., "EBITDA status and path to profitability"]
  4. [Deal structure: e.g., "Stake available, IRR targets, hold period"]
- **Recommended Action**: "Request updated CIM with financials OR schedule 15-min call with broker to gather missing data"
- **Re-screen Timeline**: "Can re-evaluate within 24-48 hours once data received"

Workflow

Step 1: Information Extraction (IMMEDIATE)

• If files uploaded: Extract key metrics from CIM/Teaser (use data-analysis skill if needed for Excel attachments)
• If text provided: Parse structured data points
• DO NOT ask for confirmation — proceed directly to screening
• If data incomplete: Note missing fields and proceed to NEEDS MORE INFO framework

Step 2: Criteria Application (AUTO-SELECT)

• If user provided criteria: Use user's thresholds
• If NO criteria provided: IMMEDIATELY use default thresholds (clearly标注 in output):
  • EV: $50M - $500M
  • Equity Check: $10M - $50M
  • Revenue: >$10M (SaaS), >$50M (traditional)
  • Growth: >20% YoY
  • Geography: North America, Europe
  • Business Model: SaaS, Consumer, Hard Tech
  • Target IRR: >20%
• Apply 6-dimension pass/fail framework
• Flag borderline cases with ⚠️ symbol

Step 3: Memo Generation (IMMEDIATE OUTPUT)

• Generate one-page screening memo in structured format
• Include clear recommendation (PASS/FAIL/NEEDS MORE INFO)
• Highlight key drivers and red flags
• CRITICAL: Output the memo as your first response — no preamble, no questions
• If user wants market research, they can ask separately or use deep-research skill

Step 4: Memo Generation (IMMEDIATE OUTPUT)

• Generate one-page screening memo in structured format
• Include clear recommendation (PASS/FAIL/NEEDS MORE INFO)
• Highlight key drivers and red flags
• CRITICAL: Output the memo as your first response — no preamble, no questions

Step 5: Follow-up Offers (AFTER Memo)

• After presenting memo, offer next steps:
  • "Would you like me to draft an introductory email?"
  • "Should I create a detailed diligence checklist?"
  • "Want me to build a comparable company analysis?"

Customization Notes

CRITICAL: DO NOT ask user to define thresholds before starting. Always proceed immediately:

If user provides criteria in their query: Use their thresholds (highest priority)

If user does NOT provide criteria:

• IMMEDIATELY use default thresholds below
• Clearly标注 in memo: "Assumed Criteria: Using default PE/VC thresholds (EV $50-500M, Equity $10-50M, Revenue >$10M, Growth >20%, etc.)"
• After memo, add: "Note: If your fund has different thresholds, let me know and I'll re-screen with your criteria"

Default Thresholds (auto-apply if not specified):

• EV: $50M - $500M
• Equity Check: $10M - $50M
• Revenue: >$10M (SaaS), >$50M (traditional)
• Growth: >20% YoY
• Geography: North America, Europe
• Business Model: SaaS, Consumer, Hard Tech, Healthcare, Fintech
• Target IRR: >20%
• Hold Period: 5-7 years

User Can Override Anytime: After seeing the memo, user can say "use EV range $100-300M" or "our fund only does control stakes" — then re-run with new criteria.

Edge Cases & Handling

1. Incomplete Information (CRITICAL):

   • DO NOT ask "Should I proceed?" or "Do you have more info?"
   • IMMEDIATELY generate "NEEDS MORE INFO" memo with:
     • Pass/Fail Matrix marking missing fields as ⚠️ Unknown
     • "Missing Data Points" section listing exactly what's needed
     • "Recommended Action" with specific next steps (e.g., "Request updated CIM" or "15-min broker call")
     • "Re-screen Timeline" (e.g., "Can re-evaluate within 24-48 hours")
   • Example: If EV not disclosed, mark Transaction Size as ⚠️ Unknown, note "EV not disclosed - range $100-200M too wide for assessment"

2. Borderline Cases:

   • Flag with ⚠️ symbol in Pass/Fail Matrix
   • Add explanation in Notes column
   • Example: "Growth 18% vs. 20% target — slightly below but acceptable given strong margins"

3. Multiple Deals:

   • If user uploads multiple CIMs, process sequentially
   • Create comparison table at end summarizing all deals
   • Rank by fit (e.g., "Deal A: 6/6 pass, Deal B: 4/6 pass, Deal C: 2/6 fail")

4. Non-Standard Formats:

   • Handle broker emails, pitch decks, one-pagers with flexible extraction
   • If format prevents extraction, mark relevant fields as ⚠️ Unknown and proceed to NEEDS MORE INFO
   • Never say "I can't read this" — always extract what's available and flag gaps

5. Contradictory Information:

   • If CIM contains conflicting data (e.g., revenue stated differently in different sections), note the discrepancy in Red Flags
   • Use conservative estimate for screening, flag for diligence verification

Example Usage

Example 1: Standard Screening (PASS case)

User: "screen this deal" [uploads CIM.pdf or pastes deal metrics]

Skill: [IMMEDIATELY outputs memo - NO preamble]

# Deal Screening Memo: CloudTech SaaS Inc.

## Executive Summary
- **Recommendation**: **PASS** ✅
- **Confidence Level**: High
- **Key Rationale**: Strong SaaS business in target HR Tech sector with $12M ARR and 38% YoY growth...
- **Assumed Criteria**: Using default PE/VC thresholds (EV $50-500M, Equity $10-50M, Revenue >$10M, Growth >20%)

[Full memo with all sections...]

After memo: "Would you like me to: 1) Draft an introductory email to the founder? 2) Create a detailed diligence checklist? 3) Build a comparable company analysis?"

Example 2: Information Incomplete (NEEDS MORE INFO case)

User: "review this CIM - data is limited" [pastes partial info]

Skill: [IMMEDIATELY outputs NEEDS MORE INFO memo - NO questions asked]

# Deal Screening Memo: MedDevice Innovations

## Executive Summary
- **Recommendation**: **NEEDS MORE INFO** ⚠️
- **Confidence Level**: Low
- **Key Rationale**: Critical financial metrics not disclosed — unable to complete screening...

## Pass/Fail Matrix
| Criteria | Status | Notes |
|----------|--------|-------|
| Transaction Size | ⚠️ Unknown | EV not disclosed (range $100-200M too wide) |
| Financial Metrics | ⚠️ Unknown | Revenue, growth, EBITDA all marked confidential |
| Deal Structure | ⚠️ Unknown | Stake size, IRR targets, hold period not specified |

## Missing Data Points
1. Actual Enterprise Value (current: range $100-200M)
2. Revenue TTM and YoY growth rate
3. EBITDA status and margin
4. Deal structure terms (stake available, target IRR)

## Recommended Action
Request updated CIM with financials OR schedule 15-min call with broker to gather missing data

## Re-screen Timeline
Can re-evaluate within 24-48 hours once data received

Example 3: FAIL Case with Market Validation

User: "triage this teaser" [pastes broker email]

Skill: [IMMEDIATELY outputs FAIL memo + optional web_search validation]

# Deal Screening Memo: Premium Consumer Brands

## Executive Summary
- **Recommendation**: **FAIL** ❌
- **Confidence Level**: High
- **Key Rationale**: Transaction structure misaligned (minority stake, no exit path) + valuation too high (32.8x EBITDA) for 8% growth...

## Market Validation
- **Industry Multiples**: European DTC consumer brands trading at 12-18x EBITDA (growth 15%+) vs. this deal at 32.8x
- **Growth Benchmark**: Peer group growing 15-25% vs. this company at 8% — significantly below average

Dependencies

• data-analysis skill: For Excel financial extraction if needed
• No external API dependencies — runs independently

Note on Market Research: If user wants industry benchmark validation, they can:

1. Ask separately: "research HR Tech valuation multiples"
2. Use deep-research skill for comprehensive market analysis
3. Provide benchmark data in their query for the skill to reference

This keeps the skill fast, reliable, and focused on screening execution.

Success Metrics

• Speed: Complete screening in <5 minutes per deal
• Accuracy: Correctly identify pass/fail vs. manual IC decision
• Clarity: One-page format enables quick decision-making
• Consistency: Standardized framework across all deals