Deal Screening

To screen a CIM against private equity investment criteria, provide the document to extract revenue, EBITDA, growth, and geography metrics, yielding a pass/fail verdict and one-page memo.

Extracting deal facts from a teaser for due diligence involves parsing the broker materials to isolate key metrics and flagging explicit data gaps for follow-up before generating a screening verdict.

Generate a one-page memo for inbound deal flow review by applying fund criteria across margins, sector fit, and valuation to the provided broker materials, producing a clear summary suitable for partner review.

Yes, you can evaluate broker materials against revenue and EBITDA thresholds automatically by applying criteria-based evaluation across deal metrics to produce a repeatable, audit-friendly pass or fail screening workflow.

When deal screening flags missing data gaps, the workflow explicitly notes these omitted variables for follow-up, ensuring the one-page memo remains audit-friendly and transparent for partner review despite incomplete CIM or teaser inputs.

Yes, deal screening applies to both buyout and growth equity deal types by applying the fund's specific investment criteria across deal type, sector fit, and geography to deliver a clear pass or fail verdict.