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Screen and Score Investment Deals with AI using OpenAI, Gmail, and Telegram
Automatically screens incoming deal submissions using AI, scores them against investment criteria, and routes to the right action.
Who is this for?
VC firms, PE funds, angel investors, or M&A advisors who receive deal flow via email or form submissions.
What problem does this solve?
Manually reviewing every pitch deck and deal memo is time-consuming. Most deals don't meet investment criteria. This agent screens, scores, and prioritizes deals so your team focuses on the best opportunities.
How it works:
- New Email Received / Deal Submission Webhook - captures deals from email or form
- Normalize Email/Webhook Data - standardizes fields from either source
- Build Deal Text - combines email body + attachment info into screening text
- Has Deal Content? - validates there is enough content to screen
- Extract Deal Info - OpenAI - AI extracts company, industry, revenue, ask, team, highlights, red flags
- Score Deal - OpenAI - AI scores on 5 criteria (industry fit, revenue, growth, team, clarity)
- Is PASS? / Is REVIEW? - routes by verdict (PASS/REVIEW/REJECT)
- Telegram Alerts - notifies with deal summary and scores
- Log Deal to Pipeline Sheet - tracks all deals in a pipeline spreadsheet
Setup:
- Add credentials: Gmail, OpenAI, Telegram Bot, Google Sheets
- Replace YOUR_TELEGRAM_CHAT_ID with your chat ID
- Create a Google Sheet with columns: received_at, company_name, industry, stage, revenue, ask_amount, overall_score, verdict, one_line_summary, recommendation, key_highlights, red_flags, sender_name, sender_email, source, industry_fit, revenue_stage, growth_trajectory, team_strength, deal_clarity
- Replace YOUR_GOOGLE_SHEET_ID with your sheet ID
Customization:
- Edit the scoring criteria in the Score Deal OpenAI prompt
- Adjust score thresholds for PASS/REVIEW/REJECT
- Add Slack notifications instead of Telegram
- Add auto-decline email for REJECT deals
- Connect to a CRM instead of Google Sheets