Screen incoming investment opportunities against a fund’s criteria using company sale memoranda, short deal summaries, or broker materials. Extract financials and risks, assess fit, and produce a one-page memo with a recommendation and first-call questions.
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".
Review the instructions the agent will receive before you install.
From the provided CIM, teaser, or description, extract:
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 |
Provide a 3-part assessment:
One-page screening memo suitable for sharing with partners or an IC quick screen.
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