Update deal screener from attached PDF screening result
Update deal screener from attached PDF screening result
You receive untagged company PDFs in your deal inbox that leave opportunities un-triaged and slow outreach. Get instant screening notes and a recorded Accept/Reject status in your deal sheet same day.
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Overview
As a founder running a small advisory firm, you need quick, reliable triage on incoming deal documents so promising opportunities don't slip. This flow turns uploaded PDFs into a clear Accept/Reject decision and records it in your deal sheet, enabling same-day prioritization.