Overview

Deal Screening is a workflow for extracting and summarising key information from company documents (typically an investment memo) so teams at venture capital, private equity, and corporate development firms can evaluate opportunities quickly and consistently.

What you get: a structured table of extracted fields you can review, edit, and export.

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To set up the Deal Screening workflow (that is, creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to Deal Screening.

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When to use Deal Screening

Use Deal Screening when you need a consistent first-pass view of an opportunity, including company basics, performance signals, risks, and an initial recommendation.

Step-by-step usage

1. Navigate to Workflows section and select Deal Screening.

   

2. Upload the memorandum (PDF recommended).

   

3. Click Run to begin extraction.

   

4. Review the AI-extracted fields and edit anything that is incorrect.

   

5. Confirm the Screening Decision and Fit Score.

6. Use Table view, Block view, and Wrap to validate outputs against the source.

   

7. Export results (CSV or Excel) for reporting.

Inputs

• Recommended document type: investment memo, pitch deck, or company memo (PDF)
• Best results: searchable text PDFs (not scanned images)

What’s specific to Deal Screening

1. Columns are your screening criteria.

   Deal Screening works best when your columns mirror how your team actually screens deals.