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Deal sourcing and founder outreach v1.0.0

Use this resource to identify target companies and draft personalised first contacts to founders

New

  • 353 downloads
  • 142 likes
  • 229 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install pe-deal-sourcing-outreach

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent searches for companies matching the fund's criteria, checks whether they are already in the CRM, then drafts a personalised email to each founder. You get a qualified target list and email drafts.

Mostly picked by

Updated November 2, 2026

Card for the “Deal sourcing and founder outreach” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: company search against sourcing criteria
  • SKILL.md: CRM check and email drafting rules

Good fit for

  • A fund that wants to prospect one specific sector
  • A team that has already seen some companies and must avoid duplicates

Not for

    Tags

    • sourcing
    • prospecting
    • CRM
    • email

    About

    You say

    “Find ten French healthcare SaaS publishers with €3–10m revenue, check the CRM and draft a first email per founder.”

    Card for the “Deal sourcing and founder outreach” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to identify target companies and draft personalised first contacts to founders
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.8 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/private-equity/skills/deal-sourcing
    Licence
    Apache-2.0

    Notice

    « deal-sourcing » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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