II.
Workflow overview
Reference · liveworkflow:deal-flow-screening
Deal Flow Screening overview
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.
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 --
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.
Outgoing edges
applies_to_domain2
- domain:venture-capital·DomainVenture Capital
- domain:finance·DomainFinance
involves_role2
- role:planner·RolePlanner
- role:data-scientist·RoleData Scientist
performed_by_org_unit2
- org-unit:finance-team·OrgUnitFinance Team
- org-unit:operations-team·OrgUnitOperations Team
requires_skill_area1
- skill-area:python-data-pipelines·SkillAreaPython Data Pipelines
triggers_responsibility2
- responsibility:data-quality-monitoring·ResponsibilityData quality monitoring
- responsibility:vendor-evaluation·ResponsibilityVendor Evaluation
Incoming edges
None.