AI Deal Screening and Triage Agent
Delegate your top-of-funnel analysis to a specialized AI agent. It reads every incoming CIM or pitch deck, extracts key metrics, scores the opportunity against your investment playbook, and triages your entire pipeline so you can focus on the deals that matter.
Ideal for
Venture Capital
trade & compliance
Corporate M&A
See AI Deal Screening and Triage Agent in action
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Time comparison
Traditional way
30-60 mins per deal
With GTCX Network agents
2-3 minutes
Average time saved
95%
Why GTCX Network
Automated Thesis Filtering
Applies your firm's specific investment criteria—industry, stage, revenue, geography—to every incoming deal, automatically filtering out the opportunities that are not a fit.
Key Metric Extraction
Reads CIMs and pitch decks to extract and standardize key financial and operating metrics (Revenue, EBITDA, ARR, Churn) needed for a quick initial assessment.
Intelligent Triage Workflow
Goes beyond a simple pass/fail. The agent uses a 'Pass / Fail / Needs Human Review' workflow, flagging deals that are borderline or have unique characteristics for expert evaluation.
Red Flag Detection
Scans every deal document for your predefined deal-breakers and red flags, such as high customer concentration, declining growth, or a lack of clear competitive differentiation.
Comparison to Past Deals
Leverages your firm's historical data by automatically comparing a new opportunity against similar deals you've seen in the past, providing valuable context.
Structured Pipeline Data
Creates a clean, structured database of your entire deal pipeline, complete with extracted data and triage scores, for easy import into your CRM or analytics tools.
Analyzes investment teasers and pitch decks
To create a systematic, data-driven triage.
Get started
Import your files
DealCloud
,
Affinity
,
PitchBook
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
