Every inbound deal, whether it arrives through a banker, a referral, or a cold inquiry, is automatically scored against your defined investment criteria including industry, revenue size, growth rate, margin profile, and geography, and receives a pass or dig-deeper recommendation before any analyst spends time on it. The criteria are configurable and can be updated as your thesis evolves.
The problem it solves is that deal teams at active firms can receive dozens of opportunities each week, and without a fast initial screen they spend valuable analyst hours on deals that were never going to fit. Automated screening preserves your team's time for opportunities worth pursuing.
From trigger to result, here is the flow at a glance.
Inbound Deal Arrives
A banker, referral, or cold inquiry comes in
AI Scores Fit
It checks industry, size, growth, and geography
Recommendation Assigned
System tags it pass or dig-deeper
Analyst Time Saved
Your team focuses only on real fits
Want this built for your business?
Book a free 30-minute AI audit. We will scope exactly how to implement this in your workflow.