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".

Quality

92%

Does it follow best practices?

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Securityby

Low

Low-risk findings worth noting

Quality

Content

85%

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 sourcing workflow with clear sequencing and explicit human-in-the-loop validation gates. The main weakness is redundancy across Step 3, the Email Draft Guidelines, and Important Notes sections that could be consolidated.

Suggestions

Consolidate the "Email Draft Guidelines" into Step 3 to remove overlap on subject lines, CTAs, and no-attachments, keeping a single canonical email-drafting section.

Trim filler phrases (e.g., "Founders are busy", "Not overly formal") that restate what the concrete rules already imply, letting the numbered structure carry the guidance.

Merge "Important Notes" into the relevant workflow steps as inline checkpoints rather than a separate restatement, reducing repetition of the review-before-send rules.

Dimension	Reasoning	Score
Conciseness	Mostly efficient bullet-point guidance with no teaching of basic concepts, but it could be tightened: the "Email Draft Guidelines" and "Important Notes" sections restate points already in Step 3 (subject lines, CTA, review-before-sending), and filler like "Founders are busy" adds little. Not a 1 because it never explains concepts Claude already knows; not a 3 because of the redundancy and mild padding.	2 / 3
Actionability	Concrete, specific guidance throughout — "Search Gmail for 'sent' emails with keywords like 'reaching out', 'introduction', 'partnership'", a 4-part numbered email structure, and explicit output labels ("New" / "Existing" / "Previously Passed"). For an instruction-only skill this is copy-paste-ready direction, matching the top anchor.	3 / 3
Workflow Clarity	A clearly sequenced 3-step pipeline (Discover → CRM Check → Draft) with per-step outputs and explicit validation gates: "Always present the shortlist for user review before drafting emails" and "Never send emails without explicit user approval". The batch/drafting operation has checkpoints, so it is not capped at 2.	3 / 3
Progressive Disclosure	Self-contained skill with no bundle files and no need for external references; sections are well-organized (Workflow, Email Draft Guidelines, Example Interaction, Important Notes), which satisfies the simple-skills allowance for a 3 without external file references.	3 / 3
	Total	11 / 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, well-structured description: concrete capabilities, explicit triggers in natural user language, and a distinct PE-deal-sourcing niche. Uses third-person voice with no padding.

Dimension	Reasoning	Score
Specificity	Lists multiple concrete actions — "discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails" — matching the anchor for enumerating several specific capabilities rather than a single vague domain.	3 / 3
Completeness	Clearly answers both what (discover, CRM check, draft outreach) and when, with an explicit "Use when..." clause plus a "Triggers on..." list — matching the anchor for explicit what-and-when coverage. Not a 2 because the when is explicit, not merely implied.	3 / 3
Trigger Term Quality	Provides good coverage of natural phrases users would say — "Triggers on 'find companies', 'source deals', 'draft founder email', 'check if we've seen this company', or 'outreach to founder'" — plus "sourcing new deals, prospecting companies in a sector". These are realistic user utterances, not jargon.	3 / 3
Distinctiveness Conflict Risk	Occupies a clear PE deal-sourcing niche with distinct triggers unlikely to fire for unrelated skills; the CRM-check and founder-outreach framing differentiates it from generic research or email skills.	3 / 3
	Total	12 / 12 Passed

Validation

100%

Warnings & errors only

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

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository: anthropics/financial-services
Path: plugins/vertical-plugins/private-equity/skills/deal-sourcing/SKILL.md
Commit: eb0c1ea

Reviewed: about 13 hours ago

Table of Contents

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