> ## Documentation Index
> Fetch the complete documentation index at: https://financecontext.com/llms.txt
> Use this file to discover all available pages before exploring further.

# /screen-deal

> Screen an inbound deal (CIM or teaser) against your fund's investment criteria

## What is Deal Screening?

In private equity, firms receive a constant flow of potential investment opportunities -- often dozens per week. These arrive as **CIMs** (Confidential Information Memorandums, typically 30-80 page marketing documents prepared by an investment bank) or **teasers** (1-2 page anonymous summaries). Deal screening is the process of quickly evaluating whether an opportunity fits your fund's strategy and merits further investigation.

Most PE firms pass on 95-99% of deals they see. Efficient screening -- separating signal from noise in minutes rather than hours -- is a critical competitive advantage. The best deal teams have clear, consistent criteria and a disciplined process for saying "no" quickly.

## Command

```bash theme={null}
/screen-deal [path to CIM/teaser file]
```

Loads the `deal-screening` skill and evaluates an inbound deal against your fund's investment criteria. If a file path is provided, the command uses it. Otherwise, Claude will ask for the deal materials or description.

<Tabs>
  <Tab title="With file">
    ```bash theme={null}
    /screen-deal /path/to/acme-cim.pdf
    ```
  </Tab>

  <Tab title="Without file">
    ```bash theme={null}
    /screen-deal
    ```

    Claude will prompt you for deal materials or a description.
  </Tab>
</Tabs>

## What It Produces

1. **Extracted deal facts** -- company name, financials, deal type, asking price, seller motivation, management, and key risks
2. **Criteria scorecard** -- pass/fail against revenue, EBITDA, sector, geography, valuation, and customer concentration thresholds
3. **Quick assessment** -- verdict (Pass / Further Diligence / Hard Pass), bull case, bear case, and key questions for the first call
4. **One-page screening memo** suitable for sharing with partners or IC quick screen

<Note>
  If this is the first deal you screen, Claude will ask for your fund's investment criteria and save them for future deals.
</Note>

## How to Customize

Edit the `deal-screening` skill file to adjust your fund's screening criteria, add sector-specific filters, or change the output format to match your firm's internal templates.

## Related Skill

See the [Deal Screening skill](/en/private-equity/skills/deal-screening) for the full screening framework, scoring methodology, and output format.