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Deal Screener

Claude for Financial Services — Private Equity

Deal Screener

Enter deal details and your fund mandate. Get back a preliminary screen with a 5-dimension score, a clear Proceed / Pass / More Info recommendation, and 5–8 specific diligence questions your team must answer before moving forward.

What the Agent Produces

Eight sections — from a clear screening recommendation to specific diligence questions ready for the analyst team.

Screening Recommendation Clear Proceed to Diligence / Pass / Request More Information — with a 2-sentence rationale.
Scoring Summary Five-dimension scorecard (1–5 scale): Market Fit, Financial Quality, Competitive Position, Valuation, Mandate Alignment.
Market & Sector Fit Assessment of market attractiveness, sector dynamics, and fit with fund thesis.
Financial Attractiveness Financial quality assessment — revenue quality, EBITDA profile, growth trajectory, capital efficiency.
Strategic & Competitive Position Competitive moat assessment, customer concentration, and defensibility of market position.
Valuation Assessment Asking price assessment relative to provided metrics — methodology flagged, no fabricated benchmarks.
Key Diligence Questions Five to eight specific questions the team must answer before proceeding to next stage.
Preliminary Conclusion Summary of key conviction drivers and red flags — honest, no sugar-coating.

Screen a Deal

Enter deal details and your fund mandate. The agent scores the opportunity across 5 dimensions and delivers a clear Proceed / Pass / More Info recommendation.

Preliminary screen only — not a substitute for full diligence. Not investment, legal, or compliance advice.

How It Works

The Deal Screener is ibizai's implementation of the Anthropic Claude for Financial Services private equity agent, adapted for emerging-market focused PE funds in Latin America, the Caribbean, and Iberia. Output in English, Spanish, and French.

You provide deal details and your fund mandate. The agent uses Gemini 2.5 Flash at temperature 0.2 to score the deal across five dimensions and produce explicit diligence questions — grounded entirely in what you provide. No external market databases are called; scores are relative to the fund mandate you describe.

Important: This is a preliminary screen only — not a substitute for full diligence. Scores are indicative based on provided information and will change materially as diligence progresses. Not investment, legal, or compliance advice.

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