Capture
Decks and intake forms arrive from your existing channels — forms, email, shared drives.
- PDF and slide parsing with OCR fallback
- Structured fields aligned to your CRM schema
Investment screening software
Every inbound deal, screened with evidence.
DealSense turns decks and intake forms into scored, source-linked screening memos — then writes clean, auditable updates back to your CRM. Your analysts make the call on every deal; nothing inbound goes unread.
| Company | Received | Score | Recommendation |
|---|---|---|---|
| Fieldline Robotics | Mon 09:14 | 82 | Call |
| Meridian Care OS | Mon 11:02 | 74 | Park |
| Corvid Analytics | Tue 08:47 | 68 | Park |
| Bramble Foods | Tue 15:31 | 41 | Pass |
| Northgate Payments | Wed 10:05 | — | Screening… |
Fieldline Robotics — score rationale
run 9f2c-4a81
Team18/20
Market16/20
Traction15/20
Thesis fit17/20
Terms16/20
Evidence
Deck p.7
Deck p.12
Companies House
Web search
100% of inbound screened
Every deck gets a full read and a documented decision — no silent passes.
Minutes, not days
Memo, score, and risk flags are ready before the partner meeting.
Every claim sourced
Deck claims, external verification, and web signals are labelled by source tier.
How it works
From inbound deck to documented decision.
Three stages, each producing artifacts your team can inspect, override, and audit.
Assess
Claims are extracted, verified against external sources, and scored against your mandate.
- Score breakdown with per-pillar rationale
- Screening memo with source citations
- Regulatory and risk flags
Sync
Results are written back to your CRM — append-only, with run IDs and optional approval gates.
- No fields overwritten, no context lost
- Full audit trail per run
A screening run, end to end
Product
Outputs an investment committee can rely on.
Not a black-box score — a documented decision with the evidence attached.
Decision rationale
Each score decomposes into weighted pillars calibrated to your mandate, so a partner can see why in ten seconds.
Meridian Care OS — 74/100
run 7b0e-11c3
Team15/20
Market17/20
Traction12/20
Thesis fit16/20
Terms14/20
Flags
Pre-revenue NHS pilot
CQC scope check
Screening memo, cited
A concise memo per deal: what the company claims, what could be verified, key risks, and the diligence questions worth asking.
Screening memo — Fieldline Robotics
Recommendation: CALL · 82/100
£1.2m ARR across 9 industrial customers, 138% net revenue retention [Deck p.7]. FY25 filings consistent with claimed headcount and capitalisation [Companies House].
Key risks- Hardware margin path unproven at scale
- Top two customers are 46% of ARR
- Churn and expansion by customer cohort
- Split of recurring vs. services revenue
CRM writeback & audit trail
Results land in your CRM as append-only notes with run IDs and timestamps. Approval gates before writeback are optional.
Writeback — Pipedrive deal #4821
run 9f2c-4a81
- 14:21:47Approval granted — reviewing analyst
- 14:22:05Score 82/100 + memo link staged
- 14:22:08Note appended — no fields overwritten
- 14:22:09Run archived with deck hash + artifacts
Governance
Controls your ops and compliance teams will ask about.
Approval gates
Require analyst sign-off before anything is written to the CRM. Read-only pilot mode available.
Append-only writeback
Idempotent payloads and append-only notes — analyst context is never overwritten.
Run-level audit trail
Run IDs, deck hashes, and timestamps on every output, traceable end to end.
EU/UK data handling
Clear subprocessor list, DPA inputs, and transfer safeguards included in the security packet.
Who it's for
Teams with more inbound than analyst hours.
DealSense prepares the evidence; your team makes the call. It augments analysts — it doesn't replace them.
Small & mid-size VC funds
Screen the full inbound funnel to your thesis without adding headcount.
Family offices
Consistent, documented screening across direct deals and fund flow.
VC secondaries
Rapid first-pass reads on portfolios and single-asset opportunities.
Corporate venture
Mandate-fit scoring plus the audit trail your governance requires.
Works alongside
Pipedrive
HubSpot
Airtable
Typeform
OneDrive
Excel
Zapier
Pilot
Start with a pilot on your own deal flow.
Book a 30-minute walkthrough. We'll confirm fit and send a pilot plan within 24 hours.
Pilots run on your real inbound — your mandate, your CRM schema, your approval rules. Writeback starts read-only until your team signs off.