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".
- Installs
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/financial-services --skill deal-sourcing- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads deal-sourcing automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Deal Sourcing
Workflow
This skill follows a 3-step sourcing pipeline:
Step 1: Discover Companies
Research and identify potential target companies based on the user's criteria:
- Sector/industry focus: Ask the user what space they're looking in (e.g., "B2B SaaS in healthcare", "industrial services in the Southeast")
- Deal parameters: Revenue range, EBITDA range, growth profile, geography, ownership type (founder-owned, PE-backed, corporate carve-out)
- Sources: Use web search to find companies matching criteria. Look at industry reports, conference attendee lists, trade publications, and competitor landscapes
- Output: A shortlist of companies with: name, description, estimated revenue/size, location, founder/CEO name, website, and why they fit the thesis
Step 2: CRM Check
Before outreach, check if the company or founder already exists in the firm's CRM:
- Search the user's email (Gmail) for prior correspondence with the company or founder
- Search Slack for any internal mentions or prior discussions about the target
- Ask the user: "Have you or your team had any prior contact with [Company]?"
- Flag any existing relationships, prior passes, or known context
- Output: For each company, note: "New" (no prior contact), "Existing" (prior correspondence found — summarize), or "Previously Passed" (if evidence of a prior pass)
Step 3: Draft Founder Outreach
Draft personalized cold emails to founders/CEOs:
- Tone: Professional but warm. Not overly formal — founders respond better to genuine, concise outreach
- Structure:
- Brief intro — who you are and your firm (ask user for their firm intro if not known)
- Why this company caught your attention — reference something specific (product, market position, growth)
- What you're looking for — partnership, not just a transaction
- Soft ask — "Would you be open to a brief conversation?"
- Personalization: Reference the company's specific product, recent news, or market position. Never use generic templates
- Length: 4-6 sentences max. Founders are busy
- Voice matching: If the user has sent prior outreach emails, study them to match their tone and style. Search Gmail for "sent" emails with keywords like "reaching out", "introduction", "partnership" to find examples
Email Draft Guidelines
- Subject line: Keep it short and specific. Reference the company or sector, not "Investment Opportunity"
- No attachments on first touch
- Include a clear but low-pressure CTA
- Draft in Gmail if available, otherwise output as text for the user to copy
Example Interaction
User: "Find me founder-owned industrial services companies in Texas doing $10-50M revenue"
Assistant:
- Searches web for industrial services companies in Texas matching the criteria
- Presents a shortlist of 5-8 companies with key details
- For each, checks Gmail/Slack for prior contact
- Drafts personalized outreach emails for the ones marked "New"
- Presents drafts for user review before sending
Important Notes
- Always present the shortlist for user review before drafting emails
- Never send emails without explicit user approval
- If the user's firm intro or investment criteria aren't clear, ask before drafting
- Prioritize quality over quantity — 5 well-researched targets beat 20 generic ones
FAQ
What does the deal-sourcing skill do?
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".
How do I install deal-sourcing?
Run npx skills add https://github.com/anthropics/financial-services --skill deal-sourcing in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/deal-sourcing/ (personal) or .claude/skills/deal-sourcing/ (project).
Which AI agents can use deal-sourcing?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is deal-sourcing safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains deal-sourcing?
It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 989 recorded installs.
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