Investments template
Deal screening
Agents read every CIM and teaser against your mandate. Your deal team gets a pipeline with the figures, the fit and the reason to pursue or pass, all linked to the source.
The agents
Your mandate is the starting point.
The agents read the incoming material, pull out the figures with their sources, and test the deal against the criteria your team already uses.
A changed mandate should change the screen. Ask for a new threshold or another field, then check the revised pipeline before your team acts.
Sample criteria. Your firm sets the tests.
Follow one figure
From the page to the pursue list.
FY2025 revenue was $84.0M. Adjusted EBITDA was $12.6M, a margin of 15%.
Both figures fall inside the mandate. The app records the reason and the source, so an analyst can check the screen before choosing Move to diligence.
The app
Every deal, with a reason beside it.
Open a company to check the figures against its CIM. Work the review queue with your team, then move the deals you want into diligence.
Illustrative app with fictional deal data. Your team sets the fields, rules and review steps.
What it reads
- CIMs and teasers arriving in deals@
- Attachments and connected deal folders
- Your investment mandate
What your team sees
- A pipeline with strong fit, review and pass
- Revenue and EBITDA cited to the CIM
- The reason behind every score
What you set
- Sector, size and ownership criteria
- Which exceptions need a second look
- Who can move a deal to diligence
Questions
What people ask about deal screening.
Can we use our own investment mandate?
Yes. Set the fields and criteria your team uses to screen a deal. You can change the rules later, or ask the Assistant to rebuild the app around a new requirement.
Where do the CIMs and teasers come from?
Connect Gmail for incoming attachments, upload files, or connect the folders where your deal documents live. Strive includes connectors for Box, Dropbox, OneDrive and Google Drive.
How can we check the figures behind a score?
Extracted figures link to the page they came from. Your team can open the source, check the values and review the reason before acting on a deal.
Do we need to build the app ourselves?
No. We can set up the workflow and app around your process. Your team can change it later themselves, or ask us to help.
Is our deal data used to train models?
No. Your documents and results are never used to train a model, by us or by the AI services we use. A data processing addendum puts that in writing.
Which document-heavy job would you hand over first?
Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.
Contact SalesAn hour of your time and a process you know well. That's all it takes.