deal-sourcing

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This skill follows a 3-step sourcing pipeline:

本技能遵循三步式发掘流程：

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

根据用户的标准调研并确定潜在目标公司：

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)

在开发客户前，核查公司或创始人是否已存在于公司的CRM系统中：

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

为创始人/CEO起草个性化的开发冷邮件：

语气：专业但亲切。不要过于正式——创始人更愿意回应真诚、简洁的邮件
结构：
1. 简短介绍——您的身份及所在公司（若未知，向用户索要公司介绍）
2. 关注该公司的原因——提及具体细节（产品、市场地位、增长情况）
3. 合作意向——寻求合作，而非单纯的交易
4. 温和邀约——“您是否愿意进行一次简短的交流？”
个性化：提及公司的特定产品、近期新闻或市场地位。绝不使用通用模板
篇幅：最多4-6句话。创始人事务繁忙
语气匹配：若用户曾发送过开发邮件，研究这些邮件以匹配其语气和风格。在Gmail中搜索包含“联系”“介绍”“合作”等关键词的已发送邮件作为参考

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

User: "Find me founder-owned industrial services companies in Texas doing $10-50M revenue"

Assistant:

用户：“帮我找德克萨斯州营收在1000万-5000万美元的创始人持有型工业服务公司”

助手：

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