From private-equity
Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against CrowTech's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".
How this skill is triggered — by the user, by Claude, or both
Slash command
/private-equity:deal-screeningThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
From the provided CIM, teaser, or description, extract:
From the provided CIM, teaser, or description, extract:
Apply CrowTech's investment criteria (defaults shown; ask user if they should differ for this deal):
| Criterion | Target | Actual | Pass/Fail |
|---|---|---|---|
| Revenue range | $10M–$150M | ||
| EBITDA range | $2M–$25M | ||
| EBITDA margin | |||
| Growth profile | |||
| Sector fit | Healthcare services or healthcare AI / automation | ||
| Geography | |||
| Deal size / EV | $25M–$250M | ||
| Equity check | $15M–$100M | ||
| Valuation (x EBITDA) | |||
| Customer / payor concentration | |||
| Management continuity |
Sector fit sub-checks:
Provide a 3-part assessment:
One-page screening memo suitable for sharing with partners or a CrowTech IC quick screen.
npx claudepluginhub rodaquino-omni/crowtech-healthcare-finance --plugin private-equityGuides creation, editing, and verification of skills for AI coding agents using test-driven development with subagent scenarios. Use when authoring or debugging skills.