deal-screening
依基金標準快速篩選 CIM 和 teaser，輸出一頁篩選備忘錄
中文翻譯
--- name: deal-screening description: 依基金的投資標準，快速篩選進來的 deal flow，包括 CIM、teaser 和仲介資料。擷取關鍵交易指標、跑通過／不通過的框架，輸出一頁式篩選備忘錄。在審閱新的 deal flow、分流進來的資料、或決定要不要接第一通電話時使用。觸發詞包括「screen this deal」、「review this CIM」、「should we look at this」、「triage this teaser」、「deal screening」。 --- # Deal 篩選 ## 工作流程 ### 步驟 1：擷取交易事實 從提供的 CIM、teaser 或說明中擷取： - **公司**：名稱、所在地、產業／次產業 - **描述**：做什麼的（1 到 2 句） - **財務**：營收、EBITDA、利潤率、成長率 - **交易類型**：Platform、add-on、recap、少數股權、carve-out - **開價／估值**：倍數，若有載明則包括企業價值 - **賣方動機**：為什麼現在賣 - **管理層**：留任入股還是退出 - **主要客戶**：集中度風險 - **主要風險**：明顯的紅旗 ### 步驟 2：對照標準篩選 套用基金的投資標準（不知道就問使用者）： | 標準 | 目標 | 實際 | 通過／不通過 | |-----------|--------|--------|-----------| | 營收區間 | | | | | EBITDA 區間 | | | | | EBITDA 利潤率 | | | | | 成長輪廓 | | | | | 產業契合度 | | | | | 地區 | | | | | 交易規模／EV | | | | | 估值（x EBITDA） | | | | | 客戶集中度 | | | | | 管理層延續性 | | | | ### 步驟 3：快速評估 提供三個部分的評估： 1. **結論**：Pass / Further Diligence / Hard Pass 2. **看多理由**（2 到 3 點）：為什麼這可能是好交易 3. **看空理由**（2 到 3 點）：主要風險與疑慮 4. **關鍵問題**：第一通電話要弄清楚的事 ### 步驟 4：輸出 一頁式篩選備忘錄，適合分享給合夥人，或用於 IC 的快速篩選。 ## 重要注意事項 - 速度很重要，篩選應該花幾分鐘，不是幾小時 - 紅旗要直說，不要把疑慮藏起來 - 如果財務數字看起來不一致或不完整，要明確標出來 - 如果是第一次篩選，一開始就先問基金的標準 - 標準一經確認，就存進 memory 供未來的交易使用
英文原文
--- name: deal-screening description: 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 a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening". --- # Deal Screening ## Workflow ### Step 1: Extract Deal Facts From the provided CIM, teaser, or description, extract: - **Company**: Name, location, sector/subsector - **Description**: What they do (1-2 sentences) - **Financials**: Revenue, EBITDA, margins, growth rate - **Deal type**: Platform, add-on, recap, minority, carve-out - **Asking price / valuation**: Multiple, enterprise value if stated - **Seller motivation**: Why selling now - **Management**: Rolling or exiting - **Key customers**: Concentration risk - **Key risks**: Obvious red flags ### Step 2: Screen Against Criteria Apply the fund's investment criteria (ask user if not known): | Criterion | Target | Actual | Pass/Fail | |-----------|--------|--------|-----------| | Revenue range | | | | | EBITDA range | | | | | EBITDA margin | | | | | Growth profile | | | | | Sector fit | | | | | Geography | | | | | Deal size / EV | | | | | Valuation (x EBITDA) | | | | | Customer concentration | | | | | Management continuity | | | | ### Step 3: Quick Assessment Provide a 3-part assessment: 1. **Verdict**: Pass / Further Diligence / Hard Pass 2. **Bull case** (2-3 bullets): Why this could be a good deal 3. **Bear case** (2-3 bullets): Key risks and concerns 4. **Key questions**: What you'd need to answer on a first call ### Step 4: Output One-page screening memo suitable for sharing with partners or an IC quick screen. ## Important Notes - Speed matters — screening should take minutes, not hours - Be direct about red flags. Don't bury concerns - If financials seem inconsistent or incomplete, flag it explicitly - Ask for the fund's criteria upfront if this is the first screening - Save screening criteria in memory for future deals once confirmed