/screen-deal
Screen an inbound deal (CIM or teaser)
> /plugin marketplace add anthropics/financial-servicesHow it fires
How this command gets triggered: by you, by Claude, or both.
- Fires itselfClaude auto-loads it when your prompt matches the work.
- You can call itInvoke it directly when you want it.
- Slash command
/screen-deal
Context preview
What this command does when you run it.
Screen an inbound deal (CIM or teaser)
Command definition
screen-deal.mddescription: Screen an inbound deal (CIM or teaser) argument-hint: "[path to CIM/teaser file]"
Load the `deal-screening` skill and quickly evaluate an inbound deal against the fund's investment criteria.
If a file path is provided, use it. Otherwise ask the user for the deal materials or description.
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Other commands on financial-services.
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Open command