AI Blocks › Handle money and investing
Screen a startup deal from first look to committee memo
Give it the pitch and the numbers. Get a diligence review, a valuation range and the committee memo.
Screen a startup deal from first look to committee memo is a free AI workflow for the job "Handle money and investing". It guides your AI through several skills in order, passing each step's output to the next.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
Early-stage deals are decided on thin evidence under time pressure, so the usual failure is a memo that restates the pitch with a recommendation at the end. The questions that would have killed the deal were never asked, the valuation was taken from the founder, and the committee heard enthusiasm. This workflow puts the deal through four honest steps. It reviews the company as a diligence lead would: team, market, product, traction, the claims that need checking and the questions to ask the founders. It estimates a valuation range for the stage, with the method shown, so the founder's number is one input among several. It writes a screening memo with a clear call: pass, proceed or wait for a named piece of evidence. Then it drafts the committee memo: the case for, the strongest case against, the terms, and what would change your mind.
You give it
- 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)
- Your question (optional)
You get
- 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
Use it when
- 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.
Steps
- Startup due diligence reviewer: Name a startup. Get its market, traction, money and team reviewed from an investor, job seeker and founder view.
- Early-stage valuation estimator: Give it a young company's facts. Get a value range from methods such as Berkus, scorecard and the VC method.
- Deal screening memo writer: Give it a teaser or CIM and your criteria. Get a one-page memo marking each test pass or fail.
- Investment committee memo drafter: Give it diligence findings and deal terms. Get a structured committee memo with facts, risks and open questions.
How to use it
- Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
- 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.