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deal-sourcing

PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".

70

Quality

85%

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SecuritybySnyk

Low

Low-risk findings worth noting

SKILL.md
Quality
Evals
Security

Quality

Content

75%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 well-structured, actionable workflow skill that sequences a 3-step PE deal-sourcing pipeline with explicit human-in-the-loop approval checkpoints and concrete email-drafting guidance. It is concise and self-contained, with only minor opportunities to tighten phrasing and add overview navigation.

Suggestions

Trim low-value filler phrases ('Founders are busy', 'Never use generic templates', 'Not overly formal — founders respond better to genuine, concise outreach') to push conciseness toward a 5.

Add exact Gmail/Slack search query examples for the Step 2 CRM check (mirroring the keywords already given for voice-matching) to close the actionability gap.

Add a brief one-line overview at the top of the body summarizing the 3-step pipeline, improving navigation and progressive-disclosure structure.

DimensionReasoningScore

Conciseness

Mostly lean instruction content with minor trimmable filler such as 'Founders are busy', 'Never use generic templates', and 'founders respond better to genuine, concise outreach'; efficient but not quite 'every token earns its place', so not a 5.

4 / 5

Actionability

Concrete, executable guidance — specific sources to check, numbered 4-part email structure, '4-6 sentences max', and Gmail search keywords ('reaching out', 'introduction', 'partnership') — with a full worked Example Interaction; a 4 rather than 5 because the CRM-check step lacks the exact search queries that the voice-matching step provides.

4 / 5

Workflow Clarity

Clear 3-step sequence (Discover → CRM Check → Draft) with per-step outputs and explicit approval checkpoints ('present the shortlist for user review before drafting', 'Never send emails without explicit user approval'); not a 5 because there are no formal error-recovery feedback loops or checklists, though validation is present so the missing-validation cap does not apply.

4 / 5

Progressive Disclosure

Well-organized into clear sections (Workflow, Steps 1-3, Email Draft Guidelines, Example Interaction, Important Notes) and appropriately self-contained with no bundle files; a 4 rather than 5 because it lacks a summary overview/navigation header and runs ~64 lines, and the anchor-5 reference-signaling criterion is not applicable.

4 / 5

Total

16

/

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 that clearly states a three-action PE deal-sourcing pipeline and provides comprehensive, natural trigger phrases for when to use it. It is third-person, free of fluff, and highly distinguishable from other skills.

DimensionReasoningScore

Specificity

Names the domain (PE deal sourcing) and three concrete actions — 'discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails' — which is 'several specific actions' with minor gaps; not a 5 because 'check CRM for existing relationships' is somewhat abstract and coverage is not exhaustive.

4 / 5

Completeness

Explicitly answers both what ('PE deal sourcing workflow — discover target companies, check CRM..., and draft... outreach emails') and when ('Use when...' + 'Triggers on...') with concrete trigger phrases, matching the anchor 5 example pattern exactly.

5 / 5

Trigger Term Quality

Comprehensive natural trigger coverage: 'Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders' plus five quoted user utterances ('find companies', 'source deals', 'draft founder email', 'check if we've seen this company', 'outreach to founder') that users would naturally say.

5 / 5

Distinctiveness Conflict Risk

Clear niche (PE deal sourcing with CRM check and founder outreach) and distinctive PE-specific triggers; minimal conflict risk with other 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

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