Deal Screening

Deals is the inbound side of deal flow. Cold pitches, partner-forwarded intros, and scout submissions land at your existing inbound email address and get screened against your fund's thesis before they reach a partner.

How inbound email is classified

Cold pitches, partner-forwarded intros, and scout submissions arrive at your existing inbound email address and are screened against your fund's thesis before they reach a partner's inbox. Every inbound email runs through a content-aware classifier that decides between four destinations: reporting (portfolio metrics, the existing pipeline), interactions (CRM-style emails from fund members), deals (a company pitching the fund), or other (newsletters, recruiter spam, vendor pitches).

Sender identity is a strong signal but not a hard rule, so a partner forwarding a cold pitch lands in Deals where it belongs, and a portfolio founder pitching a side project gets routed correctly. Below a configurable confidence threshold, items go to a Review queue, tagged with the top two predicted destinations, for quick manual resolution. Items labelled "other" go to an Email Audit log instead of being silently dropped.

Extraction and thesis-fit scoring

For each pitch routed to Deals, a single AI call extracts company name, founder, intro source (referral, cold, warm intro, accelerator, demo day, event, or other), referrer when applicable, stage, industry, and raise size. It also produces a 100 to 150 word company summary and a thesis-fit analysis with a fit score: strong, moderate, weak, out of thesis, or spam.

Out-of-thesis and spam pitches stay in the pipeline tagged by fit and surface in a weekly digest email, so partners can sanity-check without eyeballing every cold pitch.

The deals pipeline

The Deals page lists active pitches as a sortable table or a kanban board, with drag-and-drop across status columns: new, reviewing, advancing, met, diligence, invested, passed. Click a pitch to see the summary, thesis-fit analysis, source email, attachments, founders, intro source, and a deal-scoped Analyst chat that knows the pitch and your thesis.

The public submission form

Founders can submit pitches directly through a public form at a per-fund URL. Admins generate or rotate the URL in Settings.

Settings

Settings includes a Known Referrers list (scouts and friends-of-fund whose intros bias toward Deals), the Email Audit log, and a Routing Accuracy dashboard showing manual reroutes per week as a drift signal.