Deal Screening

Screen inbound private equity deal flow by uploading CIMs and teasers to automatically extract key financial metrics and compare them against your fund's predefined investment criteria. This generates a pass/fail assessment and summary memo for rapid triage.

Automate data extraction from a CIM and teaser document by parsing the uploaded files to pull company, financial, and deal-specific metrics. This enables rapid due diligence by structuring unstructured broker materials into actionable deal facts.

The best way to triage new investment opportunities is to use automated criteria-based screening on broker materials. It evaluates the extracted details against your fund profile and outputs a quick assessment memo with a verdict and bull/bear cases.

Deal screening provides a pass/fail assessment for private equity funds by comparing extracted deal facts against predefined investment criteria. It delivers a concise memo that includes the verdict, key questions, and bull/bear cases to facilitate quick decision-making.

Generate an investment analysis memo from a new deal teaser by feeding the document into the screening process. It automatically extracts the relevant data, checks it against your criteria, and outputs a concise memo with a verdict and key questions for further review.

You need automated screening for financial modeling and investment analysis when you want to accelerate the review of new opportunities. It allows you to quickly determine if a deal meets your basic investment profile before dedicating more time to manual due diligence.