Deal Screening

Workflow

Step 1: Extract Deal Facts

From the provided CIM, teaser, or description, extract:

• Company: Name, location, sector/subsector
• Description: What they do (1-2 sentences)
• Financials: Revenue, EBITDA, margins, growth rate
• Deal type: Platform, add-on, recap, minority, carve-out
• Asking price / valuation: Multiple, enterprise value if stated
• Seller motivation: Why selling now
• Management: Rolling or exiting
• Key customers: Concentration risk
• Key risks: Obvious red flags

Step 2: Screen Against Criteria