displayName
Deal Flow Screening
workflowKind
operational
triggerType
event-driven
typicalCadence
weekly
complexity
single-team
description
Screens inbound deal flow against the fund's investment thesis --
triaging pitch decks and intro emails, scoring opportunities on market
size, team strength, traction metrics, and competitive
differentiation, de-duplicating against existing portfolio and
previously-passed deals, routing high-signal opportunities to partner
review, and maintaining the deal-flow CRM with stage progression and
pass reasons. Produces weekly deal-flow digest and conversion funnel
metrics. Excludes term-sheet negotiation.