Deal-flow triage agent

Ingests pitch decks, founder emails, and public data, then outputs a partner-ready memo on fit, market, traction, and follow-up questions.

Finance Operations · Stack: Claude API, Tool use, RAG. Outcome: Cuts initial screening time by 70%

Overview

A first-pass analyst that turns an inbox full of pitch decks into partner-ready memos, so the team only spends time on the deals worth a conversation.

The problem

Associates burn hours reading every inbound deck and email, and weak signal buries the few companies that actually fit the fund's thesis.

How it works

• Ingests pitch decks, founder emails and public data about the company.
• Extracts team, market, traction and the ask into a structured deal profile.
• Scores fit against the fund thesis using RAG over past memos and investment criteria.
• Drafts a partner-ready memo plus the follow-up questions to send the founder.

What it does

• Deck and email parsing into a structured deal profile
• Thesis-grounded fit score with cited reasoning
• Auto-drafted follow-up question list
• Red-flag detection on traction and market claims

Architecture

Claude API with tool use for data lookups, and a RAG layer over the fund's historical memos and thesis documents.

Results

• About 70% less time on initial screening
• A consistent memo format across the whole team
• More thesis-fit deals reach partner review