OPERATIONS & SUPPORT
Screen deals and documents
Deal flow, RFPs, vendor and procurement proposals, grant applications: the format changes, the bottleneck does not. Your worker screens every submission through a structured live conversation and hands your team a decision-ready memo.
Built for:
Good opportunities die in the queue
Whatever you screen, the shape is the same: high volume in, scarce expert attention out. Pitch decks pile up, fifty-page RFPs eat your bid team's week, vendor and procurement proposals get skimmed between meetings. Somewhere in the stack is the one that mattered, receiving the same two minutes as the rest.
The cost is invisible because it is counterfactual: the deal you never met, the bid you did not contest, the vendor you did not catch. Queues do not just delay decisions. They quietly make them.
Before: the human bottleneck
Whatever you screen, the pattern is the same: high volume in, scarce expert attention out. Pitch decks pile up, RFPs eat your bid team's week, vendor proposals get skimmed, and good opportunities die in the queue not on their merits but on your calendar.
With an AI worker
Every submitter gets a live screening conversation: the worker walks their document, asks the questions your framework demands, probes the gaps, and produces a structured memo with a recommendation. Your experts spend their time on the top of the funnel's output, not its entirety.
Every submission gets the interview it deserves
The worker reads each document before the conversation, then interviews the submitter against it: your framework's questions, probes into the gaps, and follow-ups a checklist cannot ask. Every submission produces a structured, comparable, decision-ready memo with a recommendation.
Your experts stop reading everything and start deciding from the top of a ranked stack. The live deal-intake demo on this page is this exact solution running on investor deal flow; swap in your framework and it screens whatever your queue holds.
How it works
- 1
Define your screening framework: criteria, questions, and what a pass looks like.
- 2
Submitters book a session; the worker interviews them against their own document.
- 3
Your team receives a memo per submission: structured, comparable, and decision-ready.
Where it runs. What it connects.
Integrations
The systems it reads and updates while the conversation happens.
Priced against the work, not the software.
An AI notetaker costs 20 dollars a month because it leaves the work on your desk. A worker is priced against the work it takes off it, and you can prove that before you spend anything.
Step 2 · Prove it solo
Delegate Solo, $99/month. One worker on your own workflow until the value is not a promise.
See SoloStep 3 · Scale what worked
Delegate Seat From $749/month.
One good deal that did not die in the queue pays for years of screening.
Compare plansRun one real submission through the live demo and read the memo it produces.
FAQ
What kinds of documents can it screen?
Anything with volume and a framework: investor deal flow, RFPs and bids, vendor and partner proposals, grant and program applications.
Does it read the actual document?
Yes. The submission is parsed before the conversation, so the interview probes what the document says and what it leaves out.
Is the VC demo the same product?
Yes. The live deal-intake demo is this solution applied to investor screening; your framework swaps in for any other document type.
Where teams go next
All solutionsTeams that fix this usually fix these next.
Delegate your seat
You are needed in meetings you do not have time for.
People & InsightInterview every candidate
Recruiters screen a fraction of applicants; good people slip.
FinanceClose the books without chasing
Month-end runs on nagging and status meetings.
Sales & MarketingTurn forms into interviews
Forms give you five cold fields and no impression.