How deal teams source and qualify opportunities with AI agents
Deal teams see every opportunity that fits their thesis, qualified against the same criteria, with a one-page brief ready before the first call.
Challenge
Sourcing is reading: news, filings, registries, inbound decks, the CRM. Teams miss opportunities because nobody had time to look, and the ones they do look at are qualified inconsistently, from memory, under time pressure.
Solution
A scheduled cloud agent watches the sources you choose, screens each company against your investment criteria, pulls what is already in the CRM, and drafts a one-page brief in your format with every claim sourced. It flags the ones that pass and files the rest with the reason. The team decides what to pursue, and nothing goes into the CRM without a person.
Result
More of the market covered, every opportunity scored the same way, and a sourced brief on the desk before the first call. The judgment stays with the team.
What the agent does
Weekly screen: UK fintech, Series A to B. Read filings, news and inbound decks, Screen 48 companies against the thesis, Pull the 6 already in the CRM, Draft briefs for the 4 that pass, Add to the pipeline, Partner review. Reviewed by Sarah, Partner.