deal-screening

To screen private equity deals, you apply your fund's specific targets like revenue range and EBITDA margin to inbound CIMs and teasers. This generates a structured pass/fail assessment and a concise one-page screening memo for partner review.

Yes, you can extract financial metrics directly from a CIM for deal triage. The process pulls key data including company overview, financials, deal type, valuation, and risk flags to accelerate the initial review of inbound opportunities.

Automating deal flow triage involves applying customizable fund criteria to broker materials and teasers. This filters out non-compliant deals, cutting manual review time from hours to minutes while ensuring high-potential opportunities proceed to first calls.

Yes, deal screening works for early-stage private equity review workflows. It is designed for investment teams screening new inbound opportunities and deciding whether to proceed to first calls, delivering structured assessments for IC quick screens.

You generate a screening memo by screening the attached deal materials against your fund's criteria. The output is a concise one-page memo featuring a clear verdict, bull/bear case, and key follow-up questions for IC and partner review.

Automated deal screening for inbound teasers focuses on initial pass/fail assessments rather than deep diligence. It should be used to filter non-compliant deals and allocate resources, not to replace comprehensive due diligence before proceeding.