Deal Screening

To screen inbound private equity deal flow, extract key metrics from CIMs and teasers, apply a predefined pass/fail framework against your investment criteria, and output a concise screening memo to triage opportunities. This triages deals for first calls.

Analyzing a CIM for deal screening involves extracting company facts, financials, and valuation, then running them through a pass/fail framework to produce a one-page memo with a verdict and bull/bear cases.

Yes, you can triage broker materials by applying a structured pass/fail framework to the extracted deal metrics, generating a quick assessment with key questions to determine if a first call is warranted.

Deal screening extracts company details, location, sector, financials, deal type, valuation, seller motivation, management team, key customers, and key risks from the provided CIM, teaser, or broker materials.

No, deal screening requires predefined investment criteria to implement a structured pass/fail framework, ensuring the screening memo accurately evaluates whether the inbound opportunity qualifies for pursuit.

The one-page screening memo includes a final verdict, bull and bear cases, and key questions for first calls, providing a concise summary of the deal screening process for quick triage decisions.