Transparent opportunity matching and shortlist platform

Reduce shortlist assembly time while keeping every ranking and recommendation traceable. For investors and investment teams screening startups for a defined thesis, convert permitted market signals, relationship data, pitch decks and thesis criteria into a reviewer-approved shortlist linked to source evidence. The benefit is a testable hypothesis, measured through shortlist hours per accepted candidate and corrections after investment committee review; do not assume that AI output alone produces business value.

Confirm the buyer's problem and scope, collect permitted market signals, relationship data, pitch decks and thesis criteria, then follow this sequence: 1. Capture the investment thesis and screening criteria. 2. Refresh market signals on a defined schedule. 3. Process and sort incoming pitch decks. 4. Map relationships between investors, founders and startups. 5. Generate pros, cons and diligence questions per startup. 6. Score opportunities against stated criteria. Resolve uncertain cases with qualified reviewers, approve reviewer-approved shortlist linked to source evidence, and measure shortlist hours per accepted candidate and corrections after investment committee review against a documented baseline.

How the AI works

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One defined thesis scope and permitted data sources; final investment judgments and relationship claims remain human. A model suggestion is never a verified fact, professional decision or authorization to act.

Safeguards

Preserve source attribution, data permissions and confidentiality. Reviewers approve substantive rankings and relationship claims before external use. One defined thesis scope and permitted data sources; final investment judgments and relationship claims remain human. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.

What to build first

Pilot scope: One defined thesis scope and permitted data sources; final investment judgments and relationship claims remain human. Implement one approved input format, a bounded representative case set and the first two task modules: capture the investment thesis and screening criteria; refresh market signals on a defined schedule. Support the remaining modules with operator review: process and sort incoming pitch decks; map relationships; generate pros, cons and diligence questions; score opportunities; answer conversational questions; flag founder signals; integrate permitted open-source data. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.

What it can connect to

Investor-owned CRM, authorized pitch deck sources and permitted public data. Cloud storage, calendar and communication tools, and export to committee formats. Start with file exchange and validate destination specifications before promising direct publishing. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

The screens in detail

Primary screens: Thesis and criteria setup, Opportunity workspace, Shortlist and committee review. Use a sortable opportunity list, a central profile canvas, and a right-hand panel for signals, relationships, diligence questions and comments. Let users compare candidates side by side. Display sourced, under review and approved states. Provide a committee preview link with comments anchored to the relevant claim. Make the task-specific outcome reviewer-approved shortlist linked to source evidence visible beside its evidence, review state and value baseline.