Investment Committee Enablement

Deal Intake & First-Pass Review Agent

From inbound teaser to pursue / review / pass · Meridian Capital Partners

What we'll cover

41

Deals logged this month

+9 vs last month

100%

Auto-scored on intake

6 min

Median time to first read

was 2.5 days

12%

Pass-through to IC

1

Capture

Watches the deal inbox and data room links for new teasers and decks.

2

Extract

Pulls revenue, growth, margin, round size, and use of proceeds.

3

Score

Scores fit against Meridian's mandate: sector, stage, geography, thresholds.

4

Route

Assigns pass, review, or pursue and notifies the relevant partner.

Northwind Robotics88%

Arcline Payments81%

Solace Health63%

Fenwick Analytics58%

Cobalt Freight34%

Driftwood Media21%

Green
Northwind Robotics
Pursue: cleared mandate on all thresholds.
Green
Arcline Payments
Pursue: cleared mandate on all thresholds.
Amber
Fenwick Analytics
Review: growth below pursue threshold, awaiting founder clarification.
Amber
Solace Health
Review: growth below pursue threshold, awaiting founder clarification.
Red
Cobalt Freight
Pass: below minimum growth and margin thresholds.
Red
Driftwood Media
Pass: below minimum growth and margin thresholds.

Decision requested

Approve partner outreach to this week's two 'pursue' deals?

Recommendation

Approve. Both Northwind Robotics and Arcline Payments cleared the fit threshold with no red flags.

This weekAssign partner sponsors to Northwind Robotics and Arcline Payments.
This weekSend founder follow-up questions to Fenwick Analytics and Solace Health.
Next weekRequest data rooms from both 'pursue' deals within 48 hours of sponsor assignment.