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Overview

Deal Screening is a workflow for extracting and summarising key information from company documents (typically an investment memo) so teams at venture capital, private equity, and corporate development firms can evaluate opportunities quickly and consistently. What you get: a structured table of extracted fields you can review, edit, and export.
To set up the Deal Screening workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide. This page focuses on what’s specific to Deal Screening.

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When to use Deal Screening

Use Deal Screening when you need a consistent first-pass view of an opportunity, including company basics, performance signals, risks, and an initial recommendation.

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Step-by-step usage

1

Open the workflow

Navigate to the Workflows section and select Deal Screening.
2

Upload the memorandum

Upload the memorandum (PDF recommended).
3

Run extraction

Click Run to begin extraction.
4

Review extracted fields

Review the AI-extracted fields and edit anything that is incorrect.
5

Confirm the decision

Confirm the Screening Decision and Fit Score.
6

Validate outputs

Use Table view, Block view, and Wrap to validate outputs against the source.
7

Export

Export results (CSV or Excel) for reporting.

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Inputs

  • Recommended document type: investment memo, pitch deck, or company memo (PDF)
  • Best results: searchable text PDFs (not scanned images)

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What’s specific to Deal Screening

  1. Columns are your screening criteria. Deal Screening works best when your columns mirror how your team actually screens deals.
  2. Run produces a first-pass extraction. After you click Run, ALK fills the table with extracted values.
  3. Review is part of the workflow. Treat outputs as draft. Edit key fields (especially numeric fields) before exporting or sharing.

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Standard fields (default columns)

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Customising Deal Screening columns

You will get better results if you tailor columns to match your screening rubric. If you want to add, remove, or rename columns, see How to Customize a Column. Common custom columns to consider adding:
  • Business model
  • Geography / market
  • Target customer (ICP)
  • Pricing and packaging
  • Go-to-market motion (sales-led, PLG, channel)
  • Revenue model
  • Unit economics signals (CAC, LTV, gross margin) where present
  • Competitive landscape
  • Use of funds
  • Key risks and assumptions
  • Open diligence questions

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Important notes

  • Always validate key figures in the source document.
  • If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.

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Need help?

If you run into issues, contact the Wamiri support team at support@wamiri.com. Include:
  • What you were trying to do
  • What happened instead
  • Any error messages
  • Steps to reproduce
  • Screenshots or recordings (if available)