Deal Screening

To screen inbound CIMs and teasers, this Skill extracts key company information, financials, deal type, and valuation from the documents, then applies a pass/fail framework against your predefined investment criteria. It outputs a concise one-page screening memo.

Yes, you can automate financial analysis fact extraction by submitting deal flow documents like CIMs and teasers. The Skill automatically gathers key company and financial details, compares them against your investment mandate, and generates a summary memo.

The best way to generate an investment screening memo is to process your deal documents through this Skill. It applies a pass/fail framework to the extracted metrics and outputs a one-page memo complete with a verdict, bull/bear cases, and key questions for further diligence.

Yes, this deal screening tool works for both venture capital and private equity deal flow. It screens inbound documents against any predefined fund investment criteria, extracting financial metrics and company information to determine pass or fail status.

To evaluate if a new deal teaser fits your fund's strategy, the Skill assesses the document against your investment criteria and produces an immediate verdict. This prevents wasted time by quickly identifying mismatches before you dedicate further diligence resources.