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INVESTMENT

AI-powered deal intelligence from sourcing to exit

Automate deal sourcing, scoring, and due diligence with adversarial red-team analysis, strategy council synthesis, and conviction scoring — all powered by specialized AI personas.

An inbound deck, governed end to end

A concrete walk-through of one workflow — every step traceable, gated where it matters, and logged for replay.

Who it's for Lean VC / micro-fund partners and investment teams drowning in inbound, who need conviction with a paper trail — not just a faster skim.
Situation
A cold inbound deck lands in the partner's inbox on a seed-stage infra startup. There's no time to run a full diligence pass on every deal — but missing the right one is expensive.
Input
The deck (PDF), founder email, and a one-line thesis-fit prompt are dropped into the pipeline via web, email connector, or a scheduled inbound-triage job.
Agent workflow
Inbound-deal-parser extracts the round, traction, and team → opportunity-scorer grades thesis fit and check size → research-agent pulls market and competitive context → a red-team / blue-team pair argues the thesis, and the Strategy Council synthesizes a conviction score.
Evidence gathered
Every score links back to its source: parsed deck fields, comparable rounds, the red-team's specific objections, and the calibrated confidence behind the conviction number.
Human approval gate
Nothing advances stage automatically. The partner reviews the memo and conviction score and decides: pass, watch, or take a call. Low-confidence or out-of-scope deals are flagged for a human rather than auto-rated.
Output
A structured investment memo with a conviction score, the bear case, key diligence questions, and a suggested next action — ready to drop into the pipeline CRM.
Audit trail
The full chain — inputs, persona path, evidence, and the partner's decision — is written to a hash-chained, replayable log, so any deal decision can be reconstructed later for an LP or IC review.
Demo
Request a demo → and we'll run this workflow on a deal pattern you actually see.
Measured instance
See a measured screening instance → — one real, anonymized run of this governed screening path, published as a redacted replay.
Finance disclaimer. Deal intelligence, conviction scoring, and investment memos are decision-support for an investment team — not financial advice and not an investment recommendation. Any trading or quantitative features run as a capability and governance demonstration on paper trading. Meta3Agents makes no trading-return, alpha, or performance claims.
What you get

Capability status: Reference workflow — demonstrated in a live walkthrough on representative data · Configured per deployment — delivered by configuring the platform and integrations for your environment. Exact scope is confirmed per engagement.

Automated Deal Sourcing Configured per deployment

AI agents continuously scan inbound sources, parse deal memos, and route opportunities to the right pipeline stage with confidence scores.

Red-Team / Blue-Team DD Reference workflow

Adversarial analysis: one agent attacks the thesis, another defends it, and the Strategy Council synthesizes a conviction score with full reasoning.

Deal Pipeline CRM Configured per deployment

Full lifecycle management across dedicated API endpoints: create, score, stage, track activity, funnel analytics, and portfolio monitoring.

Investor Matching Reference workflow

AI-powered LP/investor matching based on thesis fit, check size, sector preferences, and relationship graph analysis.

Portfolio Monitoring Configured per deployment

Automated tracking of portfolio company KPIs, milestones, and risk signals with proactive alerting and quarterly LP reporting.

Data Room Intelligence Reference workflow

Automated data room analysis: financial modeling, cap table parsing, legal document review, and competitive landscape mapping.

Specialized skill library

Each skill is a production-ready capability with its own prompt template, model tier routing, and validation logic.

opportunity-scorermemo-generatorresearch-agentdeal-flow-trackerdeal-hunterinbound-deal-parserdeal-routerdata-room-builderred-team-challengerinvestor-matcherclient-success-trackerportfolio-risk-analyzervault-researchcompetitive-product-analystai-readiness-assessor
Pre-built workflows

YAML-defined pipelines that run on schedule or on demand, with cross-step data passing and notification delivery.

Deal Sourcing DailyDAILY
VC Deal IntelligenceON-DEMAND
Inbound Deal TriageON-DEMAND
Deal Pipeline WeeklyWEEKLY
Full Due DiligenceON-DEMAND

Transform your deal flow

See how Meta3Agents can transform your operations with a personalized demo.