Deal Screening

Screening inbound CIMs against private equity investment criteria involves extracting company financials, revenue, EBITDA, and deal type, then comparing them to your fund's criteria to generate a pass or fail verdict. It produces a one-page screening memo for partners.

Triage private equity teasers and broker materials by rapidly fact-extracting company profiles, growth metrics, and valuation signals, then applying pass/fail criteria. This condenses key facts into a decisive one-page memo to prioritize opportunities without lengthy manual review.

Yes, you can generate a one-page screening memo from a deal teaser by extracting key financial metrics and applying investment criteria. The output includes a 3-part quick assessment with a verdict, bull case, bear case, and prioritized questions for a first call.

Extract financial metrics and flag missing data during deal triage by parsing deal materials for revenue, EBITDA, margins, and asking price. The process identifies inconsistent or missing financial data and surfaces prioritized follow-up questions for the diligence phase.

Deal screening works for both written CIMs and initial diligence calls. It applies to private equity deal triage across teasers, broker materials, and call notes to extract company profiles, apply pass/fail investment criteria, and rapidly prioritize opportunities.

Automated deal screening for inbound opportunities relies on the data presented in CIMs and teasers, meaning it cannot verify external financial accuracy. It flags missing or inconsistent data for follow-up but requires human review to validate the seller motivation and obvious risks during deeper diligence.