WorkflowCorporate Strategy & ESG

Inbound Opportunity Triage Desk

Inbound partnering pitch triage: every deck read, scored and answered within days

Every partnering pitch read, scored and answered within days, with any earlier decision on the same asset brought back.

See one case, screen by screen ↓
demo38sfor six agents to read, check and score a 14-slide deck
demo94%similar — a renamed company’s re-pitch matched to the review in May
target2.5daysmedian to a first reply, inside the 10-business-day promise
target93%of pitches answered within 10 business days, above the 90% target
The problem

Why good pitches wait weeks for an answer

Pitches reach a search and evaluation team through the partnering portal, the BD inbox, notes from partnering meetings and bankers’ process letters. Each one has to be opened, checked for confidential material, read for asset, mechanism, stage, data, IP and the ask, and compared with what each therapeutic area says it is looking for — before anyone can decide who should see it.

Most of that is first-pass reading, done by the same few people between deals. The questions that matter most are the hardest to answer by hand: have we seen this asset before under another company name, what did the reviewer say then, and has the condition they set been met? Meanwhile the company waits for a reply, and a confidential attachment opened by mistake becomes a problem for legal.

demo16.5daysmedian to a first reply in January, before the desk
demo359pitchesthis year so far, through four channels
demo1,284earlier pitchesevery new one should be checked against
Where a pitch’s first-pass hours goestimated
By hand1.5 days
With the solution0.1 days
  • Reading the deck and filing the register0.6 → 0.0 d
  • Checking whether we have seen it before0.3 → 0.0 d
  • Scoring against the area’s criteria0.3 → 0.0 d
  • Finding the right reviewer0.1 → 0.0 d
  • Drafting and signing the reply0.2 → 0.1 d

Estimated hours per pitch, by hand and with the desk — about 1.5 hours of first-pass work per pitch before.

How it works

How a pitch moves

Six agents check confidentiality, read, find repeats, score, route and draft a reply for every pitch; the desk owner confirms each one.

What comes in
Pitches in4 channels · portal, inbox, meeting notes, bankers
Agents at work
Confidentiality Gateholds confidential files
Then
Pitch Reader11 cited fields
Duplicate Finderearlier decisions
Then
Fit Scoreragainst area criteria
Then
Routersuggests a reviewer
Reply Writerletter for signature
A person decides
Desk ownerconfirms routing, signs each reply
What comes out
Cited register entry
Routed to a reviewer
Reply sent
One case, step by step

One pitch, from the portal to a signed reply

Qinhe Biologics sends a 14-slide non-confidential overview of QH-1187 through the partnering portal on Oct 5. Here is what happens on the desk, screen by screen, in the working solution.

  1. 01Wed Oct 7, morning

    The inbound desk, on one screen

    Priya Raman · Director, Search & Evaluation

    Priya opens the desk: 16 pitches since Sep 22, 6 waiting on her, a median first reply of 2.5 business days against a promise of 10, and one reply late — HM-208, a day past the promise. The fit map plots every live pitch by fit score and stage, and the top of the page offers one pitch above the rest.

    “Open QH-1187 — seen before”

  2. 02Opened

    The deck beside the register, every field linked to its slide

    Pitch Reader

    QH-1187 is a TL1A × IL-23p19 bispecific antibody for moderate-to-severe ulcerative colitis, Phase 1b complete. Twelve register fields sit beside the deck — asset, company, company history, modality, mechanism, indication, stage, data highlights, IP, the ask, contact and confidentiality — each with the slide it came from and a confidence. Click a field and the passage lights up on the slide.

    Data highlights, slide 6: “Week-12 clinical remission 33% (6 of 18) vs 7% (1 of 14) on placebo; endoscopic improvement 44%; no serious infections”

  3. 0338 seconds

    Checked, read, matched, scored, routed, drafted

    The six agents

    The Confidentiality Gate checked the cover note and file labels — marked non-confidential — before anything was opened. The Pitch Reader read 14 pages. The Duplicate Finder found a match. The Fit Scorer scored it 86 against the Immunology criteria v4. The Router suggested Dr. Maya Chen, and the Reply Writer had a draft ready for Priya’s signature.

    “Read, checked and scored by 6 agents in 38 s”

  4. 04Seen before

    The same molecule, under a new name

    Duplicate Finder

    QH-1187 is 94% similar to RGB-07, pitched by Rivergate Bio and reviewed by Dr. Maya Chen on May 12, 2026 — decision: watch list. The reasons are on the screen: the same two targets and antibody format, the same manufacturing partner and cell line on the CMC slide, slide 2 saying “Rivergate Bio is now Qinhe Biologics (Aug 2026)”, and the same contact on a new email domain.

    Maya in May: “Interesting dual mechanism. Come back to us with Phase 1b data in ulcerative colitis.” What has changed: the new deck has those results, on slide 6.

  5. 05Fit 86

    Six weighted points, each with its reason

    Fit Scorer

    Strategic fit 27.9 of 30 — ulcerative colitis is on immunology’s priority list. Differentiation at launch 16 of 20: two single-target TL1A antibodies are already in Phase 3, so the edge is the combination. Stage and human evidence 16 of 20, modality 10 of 10, rights and IP 9 of 10, competitive space 7 of 10. At 65 or more a pitch goes to a reviewer; 50 to 64 gets a second look; under 50, a courteous decline.

  6. 06Confirmed

    Routing confirmed, the reply ready to sign

    Priya Raman · Director, Search & Evaluation

    Priya confirms the routing to Maya. The Reply Writer’s draft is addressed to Dr. Wei Lin, Chief Business Officer, in the house style: it remembers RGB-07 from May, thanks them for coming back with the Phase 1b results, proposes a 45-minute science call in the week of October 19, and asks them not to send confidential material before a mutual confidentiality agreement is in place.

    “You sign every reply”

  7. 07Sent · 2 business days

    Signed and sent — and Maya’s clock starts

    Priya Raman · Director, Search & Evaluation

    Priya signs and sends. The first reply goes out in 2 business days, and the pitch moves to Maya with a 5-day clock for her view: she has the cited summary, the fit reasons and the earlier decision. The activity trail holds every step — intake, reader, duplicate match, fit score, Priya’s routing and her signature.

    “Reply sent to Dr. Wei Lin · first reply in 2 business days · audit trail updated”

  8. 08Oct 6, 16:20

    A confidential file, held unopened

    Confidentiality Gate

    Tessaly Therapeutics emailed a “full data package” with an attachment marked CONFIDENTIAL. The gate read only the cover email, held the 2.4 MB attachment unopened and logged its receipt and fingerprint. Asset, mechanism, data and the ask stay empty on purpose. A CDA-request reply is drafted for Priya to sign; Dana Okafor in BD legal then sends the standard mutual CDA.

    “No agent or person has read the attachment. It stays sealed until a CDA is signed or it is returned. Only the cover email was read.”

  9. 09Fit 49

    A courteous decline, with the real reason

    Reply Writer

    PN-12 from Pellucid Neuro, an AAV gene therapy for Parkinson’s disease with a GBA1 mutation, scores 49. Neuroscience asks for human target engagement, and gene therapy is outside the modalities it is taking on in 2026. The drafted letter says so in plain words and invites them back with first human data. Priya can approve it, route it to Lena Ortiz anyway, or ask for more data.

    “This is a decision about fit with our portfolio today, not about the quality of your work.”

  10. 10Every week

    The funnel and the promises, measured

    Priya Raman · Director, Search & Evaluation

    Over the last 30 days: 41 pitches received, 93% answered within 10 days, a median first reply of 2.5 business days. Sixteen went to a reviewer; 22 were answered at the desk — a decline with the reason, or a merge — without taking a reviewer’s time. The dashboard also shows where pitches come from, area by stage, why the desk declines, and each reviewer against the 5-day view promise.

Who it’s for

Built for everyone who touches an inbound pitch.

The same desk, seen by the four people who carry it — what their week looked like, and what it looks like now.

PR
Priya RamanDirector, Search & Evaluation
Desk owner
Before
Opens every deck herself, keeps the reply promises in her head, and finds out a reply is late when the company chases.
Now
Starts the day from a scored, cited desk; confirms each routing and signs each reply, with every promise on the reply clock.
MC
Dr. Maya ChenImmunology reviewer
Reviewer
Before
Gets a forwarded deck with no context, and may not know she asked this company for Phase 1b data in May.
Now
Gets the cited summary, the fit reasons and her own earlier note, with five business days for her view.
DO
Dana OkaforBD legal counsel · CDAs
Legal approver
Before
Hears about a confidential attachment after someone has already opened it.
Now
Confidential files are held unopened at the boundary, with only the file name, size and fingerprint logged, and the reply asks for a CDA first.
SP
Sam PatelBD operations
Desk admin
Before
Keys in portal forms, inbox decks and partnering-meeting notes by hand, channel by channel.
Now
Works one register across portal, inbox, meeting notes and bankers, every field linked to the page it came from.
Built on the engine

6 agents. Each with one job, and hard limits.

Six agents check confidentiality, read, find repeats, score, route and draft a reply for every pitch; the desk owner confirms each one.

Confidentiality Gate

Reads only the cover email and file labels before any other agent opens a file; holds anything marked confidential unopened, logs the receipt and tells BD legal.

  • Never opens a file marked confidential
  • Never forwards a held file
  • Logs metadata only — file name, size, fingerprint and time
Pitch Reader

Reads decks, portal forms, emails and meeting notes, and fills the register fields — asset, company, modality, mechanism, indication, stage, data highlights, IP, the ask, contact and confidentiality — each with the page it came from.

  • Every value carries a citation
  • Leaves a field empty rather than guess
Duplicate Finder

Finds earlier pitches of the same asset — a new code, a renamed company or a banker re-pitch — by targets, format, manufacturing partner, company history and contacts, and brings back what was decided and what has changed since.

  • States the reasons for every match
  • Never merges without a person
Fit Scorer

Scores each pitch against the area’s written search criteria on six weighted points — strategic fit, differentiation at launch, stage and human evidence, modality, rights and IP, competitive space — quoting the evidence for each.

  • Uses only the approved criteria version
  • Reason and citation for every point
Router

Applies the routing rules in order and suggests a reviewer with their open load; below fit 50 it suggests a courteous decline.

  • A person confirms every routing
Reply Writer

Drafts the acknowledgement, next-step, decline or CDA-request letter in the house style; a decline names the real reason in plain words.

  • Never sends — a person signs
  • No commitments on terms
  • Always restates the non-confidential boundary
Desk owner

Confirms routing and replies. The agents propose; a named person decides.

Ask in plain words

Ask the desk, in plain words

Ask about any pitch, the register or the search criteria — or tell it what to change. Answers point back to the page they came from.

Have we seen QH-1187 before?

Yes — it is the same molecule as RGB-07, pitched by Rivergate Bio and reviewed by Dr. Maya Chen on May 12, 2026. The company renamed itself Qinhe Biologics in August. Maya’s note then: “Come back to us with Phase 1b data in ulcerative colitis.” The new deck has exactly that — week-12 clinical remission 33% vs 7% on placebo. Suggested: route to Maya with the May note attached. Fit 86.

Why does QH-1187 score 86?

Against the immunology criteria: strategic fit 27.9 of 30, differentiation at launch 16 of 20, stage and human evidence 16 of 20, modality 10 of 10, rights and IP 9 of 10, competitive space 7 of 10. Strongest: ulcerative colitis is a priority indication. Weakest: competitive space — two single-target TL1A antibodies are already in Phase 3.

What happened with the confidential file?

Tessaly Therapeutics emailed on Oct 6 with an attachment labelled CONFIDENTIAL — data package v3. The Confidentiality Gate held it unopened and logged only the file name, size and fingerprint — no agent or person has read it. A CDA-request reply is drafted for your approval; Dana Okafor then sends our standard mutual CDA.

Route oncology ADCs to Omar first

Done. New routing rule: ADCs in oncology go to Dr. Omar Haddad, ahead of the area rule. It applies to ORF-31 (already with Omar) and to every new ADC from now on. You can see it in Settings → Routing rules.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The deskWhat needs the desk owner today: arrivals, pitches waiting, the median first reply, late replies, the fit map and the reply clock.
The opportunity registerOne row per asset — indication, mechanism, area, stage, channel, fit, status and the reply clock — filterable by area and status.
The pitch, with cited fieldsThe deck beside the register fields, each linked to the slide it came from, with a confidence.
How the agents handled itEach of the six agents, what it found and how long it took — 38 seconds in all.
Seen beforeThe earlier pitch, the reviewer’s decision and note, why the desk thinks it is the same asset, and what has changed.
The fit scoreSix weighted points against the area’s search criteria, each with its reason and citation.
The drafted replyAn acknowledgement and next step in the house style, waiting for the desk owner’s signature.
Signed, routed, on the recordThe reply sent, the reviewer’s 5-day clock started, and every step on the activity trail.
Held at the boundaryA confidential attachment held unopened, its receipt logged, and a CDA request drafted for legal.
A courteous declineA low-fit pitch with the real reason in plain words, and an invitation to come back.
ReviewersWho holds what — each reviewer’s suggested and open pitches, and the clock for their view.
The dashboardThe funnel, first replies against the promise, arrivals and replies by week, and where pitches come from.
Your criteria and promisesSearch criteria per area, fit score weights, service levels, the confidential boundary and routing rules.
Governance

Built for business development: sealed, cited, signed.

Confidential files stay sealedAnything marked confidential is held unopened at the boundary — only the cover email is read, and only the file name, size, fingerprint and time are logged. The setting is locked by legal.
Every field cites its pageEach register value links to the slide or page it came from. Where a deck does not say, the field stays empty rather than guessed.
Repeats shown with their reasonsA match to an earlier pitch shows the similarity, the reasons and the earlier decision. Records are linked or merged only when a person says so.
Scored on approved criteria onlyThe Fit Scorer reads the current approved version of each area’s search criteria. A change to the criteria needs the area owner’s approval.
A person routes and signsThe desk owner confirms every routing and signs every reply. The Reply Writer never sends a letter and never commits to terms.
Every promise and step on the recordEach agent step and each human decision is on the pitch’s activity trail, and every first-reply and reviewer-view promise is on the reply clock, with a nudge two business days ahead.
Configuration

Your search criteria and promises, not ours

What each area looks for, how fast you answer and who sees what are settings.

SettingDefaultChoose from
First reply to the company10 business daysSet in business days
Reviewer view, from routing5 business daysSet in business days
Nudge before a promise is missedTwo business days ahead, to you and the reviewerOn · off
Auto-acknowledge portal submissionsOnOn · off
Fit score weights30 · 20 · 20 · 10 · 10 · 10 pointsAny split totalling 100 — every live pitch is re-scored
Search criteria per areaImmunology v4, approved Jul 14, 2026Propose a change — the area owner approves
Hold anything marked confidential, unopenedOnSet by legal
Routing rulesBy area; anything confidential to BD legalAdd a rule
Connections

Works with the channels pitches already arrive through

Partnering portalsubmissions, acknowledged on arrival
BD inboxemails and attached decks — PDF, PPTX
Partnering meeting notesnotes from meetings, uploaded as documents
Bankersteasers and process letters
Prior review decisionswhat was decided before, and why
Your CRMeach pitch opens in CRM
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
2.5days
median to a first reply, inside the 10-business-day promise
Before16.5 days
With agents≈ 2.5 days
target
93%
of pitches answered within 10 business days, above the 90% target
first reply on time
estimated
≈ 1,000hours a year
of reading and first-pass scoring returned to the team

“demo” = seen in the working solution, on its sample pitches · “target” = the design goal, measured in the live solution · “estimated” = our estimate, about 1.5 hours of first-pass work per pitch by hand · Sources: published partnering-deal coverage (more than 1,000 deals a year from a far larger pool of pitches). People, companies and assets named on this page are characters in the working solution.

Questions

What search and evaluation teams ask us.

What is an inbound opportunity triage desk?

It is where a BD search and evaluation team receives, reads and answers unsolicited partnering pitches. This one has six agents check each pitch for confidential material, read it into one opportunity register with cited fields, look for earlier reviews of the same asset, score fit against the area’s criteria, suggest a reviewer and draft the reply. The desk owner confirms each routing and signs each reply.

How does it score a pitch against our search criteria?

The Fit Scorer reads the approved version of each therapeutic area’s criteria — priority indications, what the area wants to see, modalities in scope and rights sought — and scores six weighted points: strategic fit, differentiation at launch, stage and human evidence, modality, rights and IP, and competitive space. Each point shows its reason and the page it rests on. You set the weights.

Does it open confidential attachments?

No. The Confidentiality Gate reads only the cover email and file labels first. Anything marked confidential is held unopened and never forwarded; only the file name, size, fingerprint and time are logged. The drafted reply asks for a CDA first, for BD legal to approve.

Will it catch an asset we have already reviewed?

Yes. The Duplicate Finder compares targets, antibody format, manufacturing partner, company history and contacts against earlier pitches and review decisions, so a renamed company or a banker re-pitch is found. It shows the similarity, the reasons, the earlier decision and what has changed since — and never merges records without a person.

Do people stay in control of routing and replies?

Yes. The Router only suggests a reviewer; the desk owner confirms every routing. The Reply Writer only drafts; a person signs every letter, and it makes no commitments on terms.

Which channels and systems does it work with?

The partnering portal, the BD inbox, partnering meeting notes and bankers’ teasers and process letters — PDF, PowerPoint, Word and email — together with your prior review decisions. Each pitch opens in your CRM.

Can we set our own reply promise and routing rules?

Yes. The first-reply promise, the reviewer-view promise, nudges, auto-acknowledgement of portal submissions, the fit score weights, each area’s search criteria and the routing rules are all settings. The confidential boundary is set by legal.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements — your search criteria, reply templates, routing rules and a sample of past pitches and review decisions — and it goes live once every quality gate has passed. We will walk you through it on your own pitches first.

See it on
your inbound pitches.

We’ll run the Inbound Opportunity Triage Desk on a sample of your own non-confidential pitches and past review decisions.