deal-screening
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Translation
ChineseDeal Screening
交易筛选
Workflow
工作流程
Step 1: Extract Deal Facts
步骤1：提取交易事实
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
从提供的CIM、teaser或项目描述中提取以下信息：
- 公司：名称、所在地、行业/细分行业
- 业务描述：业务内容（1-2句话）
- 财务数据：收入、EBITDA、利润率、增长率
- 交易类型：平台型收购、附加收购、资本重组、少数股权投资、分拆
- 报价/估值：倍数、若有则提供企业价值
- 卖方动机：当前出售的原因
- 管理团队：留任或退出
- 核心客户：客户集中度风险
- 主要风险：明显的警示信号
Step 2: Screen Against Criteria
步骤2：对照标准筛选
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 |
应用基金的投资标准（若未知请询问用户）：
| 评估标准 | 目标值 | 实际值 | 合格/不合格 |
|---|---|---|---|
| 收入范围 | |||
| EBITDA范围 | |||
| EBITDA利润率 | |||
| 增长态势 | |||
| 行业适配性 | |||
| 地域范围 | |||
| 交易规模/企业价值 | |||
| 估值（EBITDA倍数） | |||
| 客户集中度 | |||
| 管理团队稳定性 |
Step 3: Quick Assessment
步骤3：快速评估
Provide a 3-part assessment:
- Verdict: Pass / Further Diligence / Hard Pass
- Bull case (2-3 bullets): Why this could be a good deal
- Bear case (2-3 bullets): Key risks and concerns
- Key questions: What you'd need to answer on a first call
提供三部分评估内容：
- 结论：通过/进一步尽职调查/直接否决
- 乐观预期（2-3条要点）：此交易成为优质标的的理由
- 悲观预期（2-3条要点）：主要风险与顾虑
- 核心问题：首次沟通时需解答的问题
Step 4: Output
步骤4：输出结果
One-page screening memo suitable for sharing with partners or an IC quick screen.
生成适合与合伙人分享的单页筛选备忘录，或供个人快速筛选使用的文档。
Important Notes
重要提示
- 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
- 速度至关重要——筛选应在数分钟内完成，而非数小时
- 直接指出警示信号，不要隐瞒顾虑
- 若财务数据存在不一致或不完整情况，需明确标注
- 若为首次筛选，请提前询问基金的评估标准
- 一旦确认评估标准，将其存储至内存以便未来交易使用