Screen and score incoming investment deals automatically with AI

Reads every new deal submission, scores it against your investment criteria, and alerts you only on the best ones.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"new deal arrives by email or form"]:::trig s0["extract deal details"]:::task s1["score against investment criteria"]:::task trig --> s0 s0 --> s1 gx{"+ where results are sent"}:::gate s1 --> gx p00["send verdict and score"]:::task gx -->|"alert"| p00 p10["log deal in spreadsheet"]:::task gx -->|"pipeline log"| p10 p00 --> out p10 --> out out[/"scored deal alerted and logged"/]:::out pay{{"sees only promising deals instantly"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
OpenAIGmailTelegramGoogle Sheets

The problem it solves

Every pitch that lands in your inbox competes for the same few minutes of attention, and most of them will never fit what you actually invest in. You end up skimming decks late at night or handing the job to someone junior who might miss the deal that mattered. Either way, good opportunities can slip through while you're buried in the noise.

Who it fits

Investors, deal teams, or M&A advisors who receive a steady stream of pitch decks and deal memos by email.

How it works

  1. A new deal arrives by email or through your submission form
  2. AI reads the pitch and pulls out the company, industry, revenue, ask, and team details
  3. AI scores the deal against your investment criteria and flags red flags
  4. A message goes out with the verdict and score so you know what deserves a closer look
  5. Every deal is logged automatically in a pipeline spreadsheet
What you get

Deals ranked so you know which to review

Every new investment deal gets scored against your criteria automatically, so you always know which ones deserve a closer look first.

What you get

A scored, summarized deal pipeline plus an instant alert on every promising submission.

What you need

An OpenAI account, a Gmail inbox, a Telegram bot, and a Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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