The AI Deal Screener
Paste 20 broker emails, get a ranked top 3 in under 10 minutes. Every deal gets a KILL, WATCH, PURSUE, or PRIORITY verdict and a 0-100 mandate-fit score, with the math visible and yours to tune.
Built for buyers who review more deals than they can underwrite: acquisitions teams, small funds, family offices. It runs in ChatGPT or Claude. No code.
Download the pack
Want the system, not just the files?
Get the full pack once, then use the walkthrough below to see exactly what is inside and how to run it.
Get The AI Deal Screener
Enter your details and the full screener pack downloads right away. No cost.
Who this is for
If your deal flow is bigger than your reading time, this is for you. The screener does the first-pass triage so your underwriting time goes to the deals that deserve it.
Active acquirers
You see 20-50 deals a month and underwrite a handful. The triage is the bottleneck, not the modeling.
Small funds and family offices
One analyst, one inbox, no time to read every OM. You need the priority deals surfaced by Monday.
Solo principals
You are the analyst. You want a model that triages the way you would, only faster and without fatigue.
What is inside
An editable mandate file, the triage prompt, and a live scoring spreadsheet, plus a worked 12-deal batch you can trace end to end.
Build your mandate once
Your buy-box becomes a scoring rubric the screener reuses on every deal, so triage is consistent instead of mood-dependent.
Bulk triage in one paste
Paste twenty broker emails or OMs at once and get every one bucketed KILL, WATCH, PURSUE, or PRIORITY in a single pass.
100-point mandate-fit score
Each deal scores 0 to 100 across asset class, geography, size, return, and sponsor. The math is visible and editable, not a black box.
Ranked top 3 by Monday
Your week of inbound collapses to a ranked shortlist, so the three deals worth underwriting surface to the top before anyone else has read them.
Calibrate to your judgment
Tune the weights and watch the ranking re-sort live, so the score matches your gut and you can trust it to triage at volume.
How to run it
Install it in the AI tool you already use. The two no-code paths take about five minutes each. The dev-environment recipes are there if you live in a terminal, not because you need them.
ChatGPT
Custom GPT
No codeClaude
Project
No codeClaude Code
Skill
Dev envCodex
AGENTS.md
Dev envYour first prompt
Once the prompt and your mandate are loaded, paste your inbound and ask:
Triage these against my mandate: [paste 5-20 broker emails, OM summaries, or listing texts]
You get a ranked table and a Top 3. The QUICK-START guide in the pack walks all five steps, including how to calibrate the weights so the ranking matches your judgment.
Want the system, not just the files?
Two ways to go further with NextAutomation.
Work with us
Have us build the sourcing-to-reporting pipeline these files only hint at. Custom AI systems for your firm.
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Live builds, the template library, and a room of operators using AI on real deals. from $49/mo.
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