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Finance · 2024

Dealflow Agent

An AI analyst that finds, scores, and writes up investment deals. 30 hours saved per week.

Deals sourced2,400+
Time saved weekly30hrs
Pipeline value$180M

Mode

Project overview

An autonomous agent that runs the full deal sourcing pipeline - from finding startups across Crunchbase, PitchBook, and niche databases to scoring founders, sizing markets, and writing complete investment memos with risk ratings. Syncs directly with Salesforce and Airtable to keep the pipeline live. Weekly reports surface top deals, score distributions, and sector breakdowns automatically. 2,400+ deals sourced, $180M in pipeline value.

  • Finds deals across Crunchbase, PitchBook, and niche databases automatically
  • Scores founders on track record, domain fit, and network strength
  • Generates market sizing and competitive landscape analysis

Discovery

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Phase 1/4

The fund was scaling and wanted to stay lean and technical. Manual deal sourcing was too slow for the volume they needed to process. Mapped the full sourcing workflow, identified bottlenecks, and scoped data source integrations across Crunchbase, PitchBook, and niche databases.

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Dealflow Agent

Deliverables

  • Sourcing workflow audit
  • Data source integration scope
  • Bottleneck analysis
  • Partner alignment on goals

Tech

AI

AnthropicPinecone

Web App

Next.jsTypeScript

Integrations

SalesforceAirtableCrunchbasePitchBook
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