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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".

73

Quality

90%

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Passed

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SKILL.md
Quality
Evals
Security

Quality

Content

86%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A tight, well-structured instruction-only skill that assumes Claude's competence and gives concrete extraction/screening/output structure. Adding a short worked example of a finished screening memo would push actionability to full marks.

Suggestions

Include a brief filled-in example screening memo (a few lines) so the expected output format is unambiguous.

Add an explicit verification step before Step 4 output (e.g., 'Confirm every Pass/Fail cell is filled and financials are internally consistent') to strengthen workflow checkpoints.

Optionally name a standard output location or filename convention for the one-page memo so the deliverable is concrete.

DimensionReasoningScore

Conciseness

Lean and efficient — tight field lists, a compact screening table, and a direct notes section with no padding or explanation of finance concepts Claude already knows; every token earns its place.

5 / 5

Actionability

Highly actionable instruction-only guidance with exact extraction fields, a specific screening-criteria table, and a fixed 3-part assessment structure, but lacks a worked example of a completed screening memo to fully anchor the output.

4 / 5

Workflow Clarity

Four steps are clearly sequenced (Extract → Screen → Assess → Output) with flagging guidance ('If financials seem inconsistent... flag it explicitly', ask for criteria upfront); minor validation gaps but the task is non-destructive so no hard cap applies.

4 / 5

Progressive Disclosure

Under 50 lines, single-purpose, with well-organized sections (Workflow / Steps 1–4 / Important Notes) and no need for external references; no bundle files exist to evaluate, so the simple-skill exception applies.

5 / 5

Total

18

/

20

Passed

Description

95%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description: third-person voice, concrete actions, explicit 'Use when' guidance, and natural trigger phrases. The only mild weakness is that the listed actions are slightly generic in granularity.

DimensionReasoningScore

Specificity

Names the domain and several concrete actions ('Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo') plus input types (CIMs, teasers, broker materials), but the actions sit at a moderate level of granularity rather than fully comprehensive.

4 / 5

Completeness

Explicitly answers both what ('screen inbound deal flow... Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo') and when ('Use when reviewing new deal flow... Triggers on...') with concrete trigger phrases.

5 / 5

Trigger Term Quality

Includes natural trigger phrases users would actually say — 'screen this deal', 'review this CIM', 'should we look at this', 'triage this teaser', 'deal screening' — covering synonyms (CIM, teaser, deal flow) with no obvious gaps.

5 / 5

Distinctiveness Conflict Risk

Occupies a clear niche (PE/IB deal screening) with distinct, domain-specific triggers unlikely to fire for unrelated skills.

5 / 5

Total

19

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

Table of Contents

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