{"kind":"Skill","metadata":{"namespace":"community","name":"deal-sourcing","version":"0.1.0"},"spec":{"description":"description: 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\".","files":{"SKILL.md":"# Deal Sourcing\n\ndescription: 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\".\n\n## Workflow\n\nThis skill follows a 3-step sourcing pipeline:\n\n### Step 1: Discover Companies\n\nResearch and identify potential target companies based on the user's criteria:\n\n- **Sector/industry focus**: Ask the user what space they're looking in (e.g., \"B2B SaaS in healthcare\", \"industrial services in the Southeast\")\n- **Deal parameters**: Revenue range, EBITDA range, growth profile, geography, ownership type (founder-owned, PE-backed, corporate carve-out)\n- **Sources**: Use web search to find companies matching criteria. Look at industry reports, conference attendee lists, trade publications, and competitor landscapes\n- **Output**: A shortlist of companies with: name, description, estimated revenue/size, location, founder/CEO name, website, and why they fit the thesis\n\n### Step 2: CRM Check\n\nBefore outreach, check if the company or founder already exists in the firm's CRM:\n\n- Search the user's email (Gmail) for prior correspondence with the company or founder\n- Search Slack for any internal mentions or prior discussions about the target\n- Ask the user: \"Have you or your team had any prior contact with [Company]?\"\n- Flag any existing relationships, prior passes, or known context\n- **Output**: For each company, note: \"New\" (no prior contact), \"Existing\" (prior correspondence found — summarize), or \"Previously Passed\" (if evidence of a prior pass)\n\n### Step 3: Draft Founder Outreach\n\nDraft personalized cold emails to founders/CEOs:\n\n- **Tone**: Professional but warm. Not overly formal — founders respond better to genuine, concise outreach\n- **Structure**:\n  1. Brief intro — who you are and your firm (ask user for their firm intro if not known)\n  2. Why this company caught your attention — reference something specific (product, market position, growth)\n  3. What you're looking for — partnership, not just a transaction\n  4. Soft ask — \"Would you be open to a brief conversation?\"\n- **Personalization**: Reference the company's specific product, recent news, or market position. Never use generic templates\n- **Length**: 4-6 sentences max. Founders are busy\n- **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\n\n### Email Draft Guidelines\n\n- Subject line: Keep it short and specific. Reference the company or sector, not \"Investment Opportunity\"\n- No attachments on first touch\n- Include a clear but low-pressure CTA\n- Draft in Gmail if available, otherwise output as text for the user to copy\n\n## Example Interaction\n\n**User**: \"Find me founder-owned industrial services companies in Texas doing $10-50M revenue\"\n\n**Assistant**:\n1. Searches web for industrial services companies in Texas matching the criteria\n2. Presents a shortlist of 5-8 companies with key details\n3. For each, checks Gmail/Slack for prior contact\n4. Drafts personalized outreach emails for the ones marked \"New\"\n5. Presents drafts for user review before sending\n\n## Important Notes\n\n- Always present the shortlist for user review before drafting emails\n- Never send emails without explicit user approval\n- If the user's firm intro or investment criteria aren't clear, ask before drafting\n- Prioritize quality over quantity — 5 well-researched targets beat 20 generic ones\n"},"import":{"commit_sha":"9affc6e683bbaf66361058117027cf5a50bf1861","imported_at":"2026-05-18T20:09:40Z","license_text":"\n                                 Apache License\n                           Version 2.0, January 2004\n                        http://www.apache.org/licenses/\n\n   TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION\n\n   1. 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