Target Screening Agent
Automated investment target research and qualification
Stop losing deals to screening backlogs. This agent automatically researches potential investment targets, scores them against your criteria, and surfaces the opportunities worth pursuing — so your team focuses on real prospects, not endless lists.
The result: 80% faster initial screening, with consistent evaluation that catches targets others miss.
What it does
- Research target companies
- Score against investment criteria
- Filter out truly interesting targets
Tools & Integrations
The Challenge
Every potential investment target represents both opportunity and uncertainty. Somewhere in that list of thousands is your next great deal.
But finding it means screening everything else first. Initial screening is tedious, repetitive work that teams often dread. The vast majority of targets won't fit your criteria at all — yet someone has to review each one. When the work piles up, response times slow. Individual biases creep in. Some analysts favor familiar industries; others rush through on Friday afternoons.
Meanwhile, your competitors are moving faster. The best targets get snatched before you've finished your backlog.
The Agent
The Target Screening Agent changes the game.
When new potential targets appear, the agent goes to work. It researches each company, analyzes industry positioning, maps ownership structures, and scores fit against your investment criteria. It searches the web, cross-references data sources, and builds a comprehensive picture of each opportunity.
No backlog. No inconsistency. No personal favorites skewing the results.
When a high-potential target emerges, the agent flags it immediately. Your team gets a clear signal: "This one deserves deeper analysis."
The Impact
Time Efficiency
80%faster screening
on initial target research. Thousands of companies reviewed in the time it took to screen dozens.
Quality Improvement
100%consistent evaluation
across all targets, eliminating individual bias.
Every opportunity judged by the same criteria, every time.
But the real win isn't just time savings, it's the deals you would have missed. The companies buried in the backlog that perfectly match your criteria. The targets that came in when the team was overwhelmed and would have been rushed through. With consistent, autonomous screening, your team focuses where their experience matters most: the nuanced evaluation that closes deals.
Do you want this agent?
Start with a pilot and see how this agent can transform your finance process in just 4-6 weeks.