AI agent for private equity associates
Deal Screening Agent
Every inbound deal screened against the mandate with a clear next step
What it does
Investors get far more deals than they can read, and good ones get lost in the pile while weak ones waste meetings. When teasers, decks or intro emails arrive, this agent screens them against the fund's criteria. It extracts sector, size, growth, margins, location and stage, and compares them to the mandate. It checks claims against outside sources such as the company website, team pages and news. If key facts are missing or conflict with public data, it lists questions for the sender and rechecks when answers come back. It scores fit and writes a one-paragraph summary. Deals outside the mandate get a suggested pass, and deals near the threshold go to the weekly review. The investor decides which deals to pursue. Edge case: revenue in the deck differs from what the company posted publicly.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- New deal received
- Extract key facts from the materials
- Compare to fund criteria
- Check claims against outside sources
- Are key facts present and consistent?If not: list questions for the sender and wait for reply. Back to step 2.
- Score fit and write summary
- Investor decides to pursue or passThe agent waits here for your OK.
- Pipeline updated
How it decides
It scores fit on the mandate criteria and checks key claims against outside sources.
- Outside mandate size or sector: suggest pass
- Claims conflict with public data: flag
- Score near threshold: weekly review
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Mandate criteria
- Score threshold
- Sources checked
- Summary format
What keeps you in control
It always asks you first
- Replies to founders or bankers
- Moving to next stage
Hard limits
- Never replies to senders
- Never shares confidential materials
It stops when
- Done: deal scored
- Stop: materials unreadable
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
