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Finance · 2024

Dealflow Agent

AI agent that sources, scores, and writes investment memos — 30 hours saved per week

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

Mode

Project overview

An autonomous agent that replaces an analyst's weekly grind: it crawls startup databases, scores founding teams, sizes markets, and outputs full investment memos with risk ratings. Plugs directly into HubSpot and Airtable to keep the deal pipeline live — sourced 2,400+ deals and $180M in pipeline value.

  • Crawls Crunchbase, PitchBook, and niche databases to surface overlooked deals
  • Scores founding teams on track record, domain fit, and network strength
  • Auto-generates TAM/SAM/SOM breakdowns with competitive landscape maps

Discover

Dealflow Agent

Phase 1 of 4

Discovery Phase

Mapped VC deal sourcing workflows, identified data source gaps, defined scoring criteria with partners.

Deliverables

  • Workflow audit
  • Data source gap analysis
  • Scoring criteria framework
  • Partner alignment doc

Tech

AnthropicPineconeTypeScriptHubSpotAirtableNext.js
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