iiRecord
Agentic AI Atlas · Deal Flow Screening
workflow:deal-flow-screeninga5c.ai
II.
Workflow JSON

workflow:deal-flow-screening

Structured · live

Deal Flow Screening json

Inspect the normalized record payload exactly as the atlas UI reads it.

File · workflows/workflows/workflows-venture-capital.yamlCluster · workflows
Record JSON
{
  "id": "workflow:deal-flow-screening",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-venture-capital.yaml",
  "_cluster": "workflows",
  "attributes": {
    "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 --\ntriaging pitch decks and intro emails, scoring opportunities on market\nsize, team strength, traction metrics, and competitive\ndifferentiation, de-duplicating against existing portfolio and\npreviously-passed deals, routing high-signal opportunities to partner\nreview, and maintaining the deal-flow CRM with stage progression and\npass reasons. Produces weekly deal-flow digest and conversion funnel\nmetrics. Excludes term-sheet negotiation.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:deal-flow-screening",
      "to": "role:planner",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:deal-flow-screening",
      "to": "role:data-scientist",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:deal-flow-screening",
      "to": "skill-area:python-data-pipelines",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:deal-flow-screening",
      "to": "domain:venture-capital",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:deal-flow-screening",
      "to": "domain:finance",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:deal-flow-screening",
      "to": "responsibility:data-quality-monitoring",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:deal-flow-screening",
      "to": "responsibility:vendor-evaluation",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:deal-flow-screening",
      "to": "org-unit:finance-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:deal-flow-screening",
      "to": "org-unit:operations-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}