deal-screening

Deal screening evaluates inbound deal flow by extracting financial metrics from deal documents and applying a pass/fail framework. It solves the need to efficiently assess deal viability against predefined investment criteria.

You can generate a one-page screening memo by submitting deal documents along with your specified investment criteria. The skill processes the documents, evaluates the metrics, and outputs a summary of the deal's status and key considerations.

Deal screening requires access to inbound deal documents and user-defined investment criteria. You must provide the raw deal files and specify the financial metrics or thresholds needed to evaluate the deal's viability.

Deal screening is limited to evaluating deals based on the criteria and documents provided; it cannot assess metrics outside the predefined framework. It outputs a one-page memo and does not replace deep financial modeling or due diligence.