deal-screening

By AI4Finance-Foundation. Updated September 28, 2026. Categories: Finance & Investment.

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund'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 ...

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SKILL.md

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