CtrlK
BlogDocsLog inGet started
Tessl Logo

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".

80

Quality

100%

Does it follow best practices?

Run evals on this skill

Adds up to 20 points to the overall score

View guide

SecuritybySnyk

Passed

No findings from the security scan

SKILL.md
Quality
Evals
Security

Quality

Content

100%

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 screening workflow that assumes Claude's competence and provides concrete, actionable guidance without verbosity. The multi-step process is clearly sequenced with useful flagging checkpoints, and the single-file structure is appropriate for a skill of this scope.

DimensionReasoningScore

Conciseness

The body is lean — bullet lists, a table template, and direct notes — with no padding or explanation of concepts Claude already knows (e.g., what a CIM is). Every section earns its tokens, matching the score-3 anchor.

3 / 3

Actionability

As an instruction-only skill it gives concrete, specific guidance: exact fields to extract (Revenue, EBITDA, margins), a fillable criteria table, and a defined 3-part output structure (verdict/bull/bear/key questions). Per scoring_notes, absence of code is not penalized when guidance is this actionable.

3 / 3

Workflow Clarity

Four steps are clearly sequenced (Extract → Screen → Assess → Output) with a checklist-style extraction list and explicit checkpoints ('If financials seem inconsistent or incomplete, flag it explicitly'; ask for criteria upfront). The task is analytical and non-destructive, so the batch/destructive cap does not apply.

3 / 3

Progressive Disclosure

No bundle files are present and none are needed; the content is appropriately self-contained with well-organized sections (Workflow, Important Notes), satisfying the rubric's allowance for simple skills to score 3 on well-organized sections alone.

3 / 3

Total

12

/

12

Passed

Description

100%

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, concise description that clearly states capabilities in third person, names the domain, and supplies multiple natural trigger phrases. It fully answers both 'what' and 'when' with no fluff or over-claims.

DimensionReasoningScore

Specificity

Lists several concrete actions — 'Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo' — matching the score-3 anchor of multiple specific concrete actions, not merely naming a domain.

3 / 3

Completeness

Explicitly answers both what it does and when to use it via the 'Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call' clause, matching the score-3 example with explicit triggers.

3 / 3

Trigger Term Quality

Provides natural phrases a user would actually say — 'screen this deal', 'review this CIM', 'triage this teaser', 'deal screening' — with good coverage of variations, satisfying the score-3 anchor.

3 / 3

Distinctiveness Conflict Risk

Targets a clear niche (PE/inbound deal flow, CIMs, teasers, broker materials) with domain-distinct triggers, making it unlikely to fire for an unrelated skill.

3 / 3

Total

12

/

12

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

Is this your skill?

If you maintain this skill, you can claim it as your own. Once claimed, you can manage eval scenarios, bundle related skills, attach documentation or rules, and ensure cross-agent compatibility.