deal-screening

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SKILL.md

Deal Screening

Buy-side consultants, PE associates, and corporate development teams waste critical evaluation hours manually stripping corporate jargon from CIMs to find core data. This skill automates target screening and IOI generation.

When to Use

  • Evaluating an inbound CIM or teaser from a sell-side bank
  • Screening multiple targets simultaneously for a buy-side mandate
  • Generating a customized IOI for an attractive target
  • Building a rapid valuation view before investment committee review

The /cim-extract Protocol

How It Works

Deliberately bypasses CIM formatting entirely. Instructs the AI to ignore narrative prose and extract only:

  • Quantitative assertions: Revenue, EBITDA, margins, growth rates, customer metrics
  • Explicit strategic claims: Market position, competitive moats, expansion vectors
  • Management adjustments: Proposed EBITDA add-backs with stated rationale
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