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 |