Deal Screening
Compare supplied opportunities against an investment team’s stated mandate and prepare consistent screening briefs.
Start a workspace
Venture capital and private equity deal teams
From the first document to the final review.
OpenTeam prepares deal screening brief and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized pitch decks, company profiles, supplied financials, and investment criteria by source, owner, and date.
Prepare the working pack
Extract business facts and supplied financial metrics, map them to the stated mandate, and identify unanswered questions without inventing valuations.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Deal screening brief
- Mandate comparison
- Founder and management questions