Investment Committee Enablement

01

Deal Intake & First-Pass Review Agent

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

What we'll cover

  1. 01Why this matters2 min
  2. 02How the agent works3 min
  3. 03This week's pipeline3 min
  4. 04Recommended next steps2 min

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

How the agent works

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.

This week's inbound deals, ranked by fit score

Northwind Robotics88%
Arcline Payments81%
Solace Health63%
Fenwick Analytics58%
Cobalt Freight34%
Driftwood Media21%

Triage queue status

  • 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.

  • Approve
  • Approve with conditions
  • Hold

Recommended next steps

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