deal-sourcing
在 PE 流程中找目標公司、查 CRM 並草擬創辦人開發信
中文翻譯
--- name: deal-sourcing description: PE 的 deal sourcing 工作流：找出目標公司、查 CRM 有沒有既有關係，並草擬個人化的創辦人開發信。在尋找新交易、鎖定某產業的公司、或聯繫創辦人時使用。觸發詞包括「find companies」、「source deals」、「draft founder email」、「check if we've seen this company」、「outreach to founder」。 --- # Deal Sourcing ## 工作流程 這個 skill 走 3 步驟的 sourcing 管線： ### 步驟 1：找出公司 依使用者的條件研究並找出潛在目標公司： - **產業／領域焦點**：問使用者在看哪個領域（例如「醫療的 B2B SaaS」、「美國東南部的工業服務」） - **交易參數**：營收區間、EBITDA 區間、成長輪廓、地區、持股類型（創辦人持有、PE 支持、企業 carve-out） - **來源**：用 web search 找符合條件的公司。看產業報告、研討會與會者名單、產業刊物和競爭者地圖 - **輸出**：一份公司短名單，包含：名稱、描述、預估營收／規模、所在地、創辦人／CEO 姓名、網站，以及為什麼符合投資論點 ### 步驟 2：CRM 查核 聯繫之前，先查公司或創辦人是否已經在事務所的 CRM 裡： - 搜尋使用者的 email（Gmail），找與該公司或創辦人的過往往來 - 搜尋 Slack，找內部對該目標的提及或先前討論 - 問使用者：「你或你的團隊之前有跟 [Company] 接觸過嗎？」 - 標出任何既有關係、先前的 pass 或已知背景 - **輸出**：每間公司都註記「New」（沒有過往接觸）、「Existing」（找到過往往來，附上摘要）、或「Previously Passed」（有證據顯示先前 pass 過） ### 步驟 3：草擬創辦人開發信 草擬給創辦人／CEO 的個人化陌生開發信： - **語氣**：專業但有溫度。不要太正式，創辦人對真誠、簡潔的來信回應比較好 - **結構**： 1. 簡短自我介紹：你是誰、你的事務所（不知道的話請使用者提供事務所介紹） 2. 為什麼這間公司吸引你：引用具體的東西（產品、市場地位、成長） 3. 你在找什麼：是夥伴關係，不只是一筆交易 4. 輕量邀請：「方便簡短聊一下嗎？」 - **個人化**：引用該公司的具體產品、近期新聞或市場地位。絕對不要用通用範本 - **長度**：最多 4 到 6 句。創辦人很忙 - **模仿口吻**：如果使用者之前寄過開發信，研究那些信來對齊語氣和風格。到 Gmail 搜尋「寄件備份」中含「reaching out」、「introduction」、「partnership」等關鍵字的信件找範例 ### Email 草稿準則 - 主旨：簡短且具體。寫公司或產業，不要寫「Investment Opportunity」 - 第一次接觸不附附件 - 放一個清楚但不施壓的 CTA - 有 Gmail 的話直接在 Gmail 建草稿，否則輸出成文字讓使用者複製 ## 互動範例 **使用者**：「幫我找德州、創辦人持有、營收 1,000 萬到 5,000 萬美元的工業服務公司」 **助理**： 1. 用 web search 搜尋德州符合條件的工業服務公司 2. 呈現 5 到 8 間公司的短名單與關鍵資訊 3. 對每間公司查 Gmail／Slack 有沒有過往接觸 4. 為標為「New」的公司草擬個人化開發信 5. 寄出前先把草稿交給使用者審閱 ## 重要注意事項 - 草擬 email 之前，一定要先把短名單交給使用者審閱 - 沒有使用者明確同意，絕對不要寄出 email - 如果使用者的事務所介紹或投資標準不清楚，草擬前先問 - 品質優先於數量，5 個研究紮實的目標勝過 20 個通用的
英文原文
--- name: deal-sourcing 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". --- # Deal Sourcing ## Workflow This skill follows a 3-step sourcing pipeline: ### Step 1: Discover Companies Research and identify potential target companies based on the user's criteria: - **Sector/industry focus**: Ask the user what space they're looking in (e.g., "B2B SaaS in healthcare", "industrial services in the Southeast") - **Deal parameters**: Revenue range, EBITDA range, growth profile, geography, ownership type (founder-owned, PE-backed, corporate carve-out) - **Sources**: Use web search to find companies matching criteria. Look at industry reports, conference attendee lists, trade publications, and competitor landscapes - **Output**: A shortlist of companies with: name, description, estimated revenue/size, location, founder/CEO name, website, and why they fit the thesis ### Step 2: CRM Check Before outreach, check if the company or founder already exists in the firm's CRM: - Search the user's email (Gmail) for prior correspondence with the company or founder - Search Slack for any internal mentions or prior discussions about the target - Ask the user: "Have you or your team had any prior contact with [Company]?" - Flag any existing relationships, prior passes, or known context - **Output**: For each company, note: "New" (no prior contact), "Existing" (prior correspondence found — summarize), or "Previously Passed" (if evidence of a prior pass) ### Step 3: Draft Founder Outreach Draft personalized cold emails to founders/CEOs: - **Tone**: Professional but warm. Not overly formal — founders respond better to genuine, concise outreach - **Structure**: 1. Brief intro — who you are and your firm (ask user for their firm intro if not known) 2. Why this company caught your attention — reference something specific (product, market position, growth) 3. What you're looking for — partnership, not just a transaction 4. Soft ask — "Would you be open to a brief conversation?" - **Personalization**: Reference the company's specific product, recent news, or market position. Never use generic templates - **Length**: 4-6 sentences max. Founders are busy - **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 ### Email Draft Guidelines - Subject line: Keep it short and specific. Reference the company or sector, not "Investment Opportunity" - No attachments on first touch - Include a clear but low-pressure CTA - Draft in Gmail if available, otherwise output as text for the user to copy ## Example Interaction **User**: "Find me founder-owned industrial services companies in Texas doing $10-50M revenue" **Assistant**: 1. Searches web for industrial services companies in Texas matching the criteria 2. Presents a shortlist of 5-8 companies with key details 3. For each, checks Gmail/Slack for prior contact 4. Drafts personalized outreach emails for the ones marked "New" 5. Presents drafts for user review before sending ## Important Notes - Always present the shortlist for user review before drafting emails - Never send emails without explicit user approval - If the user's firm intro or investment criteria aren't clear, ask before drafting - Prioritize quality over quantity — 5 well-researched targets beat 20 generic ones