RecommendationDo nowEffort: SOwner: Deal team
Book partner calls with Northwind Robotics and Arcline Payments this week
Both cleared the fit threshold with no red flags. Assign a partner sponsor to each and request a data room within 48 hours.
Section 01
Deal Intake and First-Pass Review
Meridian receives roughly 40 inbound opportunities a month across three origination channels. This agent triages each one on arrival: extracting deal facts, scoring fit against mandate, and routing a pass, review, or pursue recommendation before a partner opens the file.
At a glance
Deals logged this month
41
+9 vs last month
Auto-scored on intake
100%
Median time to first read
6 min
was 2.5 days
Pass-through to IC
12%
5 of 41 escalated for full review
Key findingHigh impact
Manual triage was the bottleneck, not judgement
Partners were spending the most time re-keying deck facts into a common format before they could even apply the mandate filters. The agent removes that step entirely.
Section 02
How the Agent Works
The agent runs on every inbound teaser or deck the moment it lands in the deal inbox, and produces a one-page triage note before a human looks at it.
| Step | What the agent does | Output |
|---|---|---|
| 1. Capture | Watches the deal inbox and data room links; extracts sender, company, sector, and any deck attachments. | Structured deal record |
| 2. Extract | Pulls key facts from the teaser or deck: revenue, growth, margin, round size, use of proceeds. | Deal fact sheet |
| 3. Score | Scores the deal against Meridian's mandate: sector fit, stage, geography, minimum ARR and growth thresholds. | Fit score (0-100) + flags |
| 4. Route | Assigns a pass, review, or pursue recommendation and notifies the relevant partner with the fact sheet attached. | Triage recommendation |
Section 03
Sample Output: This Week's Pipeline
A snapshot of how the agent's fit scoring reads across a live batch of inbound opportunities.
Inbound deals scored on strategic fit and return potential
Triage queue
Auto-generated recommendations for this week's inbound batch
| Select | Recommendation | |||||
|---|---|---|---|---|---|---|
| Northwind Robotics | Robotics | $32m | 68% | 88 | Pursue | |
| Arcline Payments | Fintech infra | $18m | 54% | 81 | Pursue | |
| Fenwick Analytics | Data/BI | $6m | 31% | 58 | Review | |
| Solace Health | Digital health | $9m | 40% | 63 | Review | |
| Cobalt Freight | Logistics | $4m | 12% | 34 | Pass |
Showing 1 to 5 of 6
Section 04
Recommendation
Two deals from this week's batch merit a partner call before Friday's pipeline review.
Key findingMedium impact
Two deals held in review pending clarification
Fenwick Analytics and Solace Health scored below the pursue threshold on growth rate alone; both warrant a follow-up question to the founder before a pass decision.