PE Screening & Deal Flow Agent
Delegate your top-of-funnel deal analysis to a specialized AI agent. It automatically reads every incoming CIM, extracts key financial and operating metrics, and scores the opportunity against your firm's specific investment criteria.
Ideal for
trade & compliance
Investment Banking
Venture Capital
See PE Screening & Deal Flow Agent in action
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Time comparison
Traditional way
2-4 hours per CIM
With GTCX Network agents
5 minutes
Average time saved
95%
Why GTCX Network
Automated CIM Processing
Reads Confidential Information Memorandums (CIMs) and teasers in any format, automatically extracting key data like company description, financials, and transaction rationale.
Investment Thesis Scoring
Compares each opportunity against your firm's specific investment criteria (e.g., industry, revenue size, margin profile, geography) to generate a quantitative score.
Automated Triage (Pass / Review)
Creates a systematic first-pass filter, automatically giving a 'Pass' to deals that don't fit your mandate and flagging on-thesis deals for immediate human review.
Financial & Operating Metric Extraction
Goes beyond high-level financials to extract granular KPIs from the CIM, such as customer churn, LTV/CAC ratios, and other key operating metrics.
Red Flag & Deal-Breaker Identification
Scans the entire document for your predefined red flags, such as customer concentration, declining growth, or significant management turnover, surfacing risks upfront.
CRM & Pipeline Integration
Delivers clean, structured data on every screened deal directly into your CRM or pipeline management tool (like DealCloud or Salesforce), eliminating manual data entry.
Analyzes key investment documents
To automate your deal screening process.
Get started
Import your files
DealCloud
,
Salesforce
,
Affinity
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.
