Private Equity Deal Screening demo

What the demo shows

Scores each CIM and teaser against the fund mandate and drafts a cited screen for deal teams

A clean Today page shows three numbers and the next step; a CIM dropped on it lights up a row of mandate gates: sector, size, EBITDA margin, geography, leverage and exclusions, each pass or fail with the CIM page that decided it, a score at the end and the one-page screen drafting itself below. Seven agents work in a conversation beside it. The Wall agent checks the restricted list and public holdings before page one; the Screener agent tests the LPA, side letters and IC guidelines; the Skeptic agent rebuilds EBITDA on a second model from the target’s own filings in their original language; the Memory agent finds prior looks under other code names; the Allocation agent tests every fund; the Drafting agent writes the screen and the banker note. The associate decides with a reason code, a vice president confirms every decline on a scored deal, a partner approves every first look, and the CCO decides the barrier.

Transcript

1. 0:00Private Equity Deal Screening tests every CIM against the fund's mandate for deal teams.
2. 0:09Fifteen hundred arrive a year.
3. 0:11Each first pass costs an associate a day.
4. 0:16Nina screens Project Atlas, an 84-page CIM.
5. 0:22The Wall agent finds Quillfield's bond funds hold its notes and walls the deal.
6. 0:29Gates light up with their pages.
7. 0:31Geography fails. Turkey is 41% of revenue, over a 25% cap.
8. 0:39The skeptic agent rejects a $2.3 million ad back.
9. 0:44Memory recalls a 2023 decline.
10. 0:48Nina asks about a sale without turkey.
11. 0:51The agents answer with the page.
12. 0:54She declines with a reason code for minutes after upload.
13. 1:00Her vice president confirms.
14. 1:03Maker and checker on every score decline.
15. 1:07Every gate and signature is cited, signed, and logged.
16. 1:13Partners see the week.
17. 1:1534 received, six advanced, each in minutes, not a day.
18. 1:21Built on Botminds.
19. 1:23Agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.