Investment Thesis Stress-Testing: Initial Screening

Investment firms receive a steady flow of pitch decks, enquiries, and proposals from entrepreneurs, startups, scale-ups, and brokers. Not every opportunity warrants a full review. This service offers a fast, disciplined first screen, testing each proposal against your firm’s core criteria so you can quickly decide how much additional time and resource it deserves.

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• Evaluate against Key Criteria: Rapidly evaluate opportunities against the investment firm's core criteria and eliminate misaligned targets.

• High-Level Assessment: Review the pitch deck and evaluate a number of parameters and metrics against investment criteria.

• The "Pass or Proceed" Decision: Decide whether to reject the deal outright, request more information, or advance the opportunity to a formal initial meeting or preliminary due diligence.