Hire an AI startup investment screening memo writer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A diligence review: team, market, product, traction, claims to check and questions to ask
• A valuation range for the stage with the method shown
• A screening memo with a clear pass, proceed or wait call
• An investment committee memo with the case for, the case against, terms and what would change your mind

How it does the job well

• Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.
• Show the calculation, inputs and period for every figure.
• Label actuals, estimates and forecasts clearly.
• Send tax, legal and regulatory questions to a qualified professional.

Mistakes it avoids

• Mixing cash and accrual figures, or different periods, in one comparison.
• Rounding or formula errors that do not tie back to totals.
• Giving personal investment advice.

What a good result looks like

An example, not your task: A founder sent you a deck and wants an answer in two weeks.

• Diligence review. Team, market, product and traction, the claims to check and the questions to ask the founders.
• Valuation range. A range for the stage, the method used and how it compares with the founders' ask.
• Screening memo. A pass, proceed or wait call, the three facts it rests on and the open risk.
• Investment committee memo. The case for, the strongest case against, terms, risks and what would change your mind. Only written if the call is proceed.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Benjamin Graham would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Review the company. Reviews team, market, product and traction, lists the claims to check and the questions to ask the founders.
• Estimate a valuation range. Estimates a valuation range for the stage with the method shown next to the founder's number.
• Ask the founders. A pause. Ask the founders the open questions. Paste their answers before going on.
• Write the screening memo. Writes a short memo with a pass, proceed or wait call and the facts it rests on.
• Draft the committee memo. Drafts the committee memo with the case for, the case against, terms, risks and what would change your mind.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id screen-a-startup-deal-from-first-look-to-committee-memo only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/screen-a-startup-deal-from-first-look-to-committee-memo/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The pitch deck and any data room files, as text
• What the founders told you in calls, and their asking valuation and terms
• Your fund's thesis, cheque size and the stage you invest at
• Market facts you already trust (optional)

Helpful context (optional)

• Reference calls with customers
• Public filings or funding records for comparable companies
• Your past memos on similar deals

Tools and access

• Any good chat AI: Every step is a plan or a piece of writing.
• Your data room: Export the files as text so every step can read them.
• Claude: Handles long notes well and can write a Word file if file creation is on.
• ChatGPT: Can draft the memo from pasted notes and make a Word file with its file tools.

Functions and deliverables

• Startup investment screening memo writer: Share the pitch, terms and source-backed company records. Get diligence questions, a valuation range and a screening memo; committee drafts follow a proceed decision.
  • A diligence review: team, market, product, traction, claims to check and questions to ask
  • A valuation range for the stage with the method shown
  • A screening memo with a clear pass, proceed or wait call
  • An investment committee memo with the case for, the case against, terms and what would change your mind
• Startup due diligence reviewer: Check a startup before you invest or join. Name the company and get an investor, job seeker and founder review, each with a verdict.
  • A profile of the company
  • An investor view with a verdict
  • A job seeker view with a verdict
  • A founder view with a verdict
  • Gaps in the public data
  Source: himself65.
• Early-stage startup valuation scenario builder: Estimate a young company’s value using stated assumptions and several methods. Get a valuation range, the working and key gaps to check.
  • A Berkus method breakdown across five risk areas
  • A VC method calculation from exit value to pre-money value
  • A suggested equity stake and post-money value
  • A final pre-money range with reasons
  Source: GAJETOso.
• Deal screening memo writer: Share a teaser or CIM and your criteria. Get a one-page memo marking each test pass or fail.
  • Extracted deal facts
  • Pass or fail table by criterion
  • Red flags
  • Questions for the seller
  • One-page screening memo
  Source: nighomni123.
• Investment committee memo drafter: Turn your diligence notes and deal terms into an investment committee memo for an Indian deal, with a recommendation, risks and open questions.
  • A memo in nine parts, from executive summary to recommendation
  • A recommendation with headline returns at the top
  • Risks ranked by severity, each with a way to reduce it
  • Tables for financials and returns
  • A list of open questions
  Source: nighomni123.
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• Benjamin Graham: Learn to separate price from value using Benjamin Graham’s recorded frameworks. Check the evidence, the downside and the room for error.
  • Your problem worked on the way Benjamin Graham would: their questions, their method, their push-back
  • The answer or the work, in Benjamin Graham's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• A founder sent you a deck and wants an answer in two weeks.
• You want your memos to say no more often, and to say why.
• Your committee complains that memos repeat the pitch.

Limits to check before starting

• You want to judge a public company or a late-stage round: use a full analyst process or an outside adviser, as this is built for early-stage equity deals.
• You only need a quick score of the idea itself: use the Seven-question startup scorer.
• You already have the term sheet and need to read it: use a lawyer, or the Contract reviewer workflow for a plain summary and edits.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and the 4 skill files in the order they run: Startup due diligence reviewer, Early-stage valuation estimator, Deal screening memo writer and Investment committee memo drafter. Keep them in that order.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Paste the deck, the numbers and your call notes. It reviews the company and estimates a valuation range.
• Ask the founders the open questions it lists. Paste their answers.
• Read the screening memo. If it says proceed, take the committee memo to your partners.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/screen-a-startup-deal-from-first-look-to-committee-memo for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.