Why deal flow needs a consistent filter
Without a shared checklist, every partner screens deals differently. Good opportunities wait too long while weak fits consume meetings. Ivy applies the same thesis-aligned criteria each time.
A familiar example: a family office screens inbound deals
A family office receives introductions every week. Partners disagree on which calls to take. Ivy scores each opportunity against capital, geography, and risk rules the office already documented. The weekly screening summary shows top fits, borderline cases, and clear passes with reasons. Partners decide who to meet. Ivy does not negotiate terms.
How screening works in practice
You define what "fit" means. Ivy ingests allowed CRM or intake data, compares opportunities to your thesis, and drafts screening scores with notes. When outreach is needed, your approver reviews the message first.
What you receive
Screening scores, thesis fit notes, and suggested next steps prepared for human review.
What Ivy does and does not do
Ivy provides research, monitoring, comparisons, and decision support. She does not provide individualized financial, investment, mortgage, legal, tax, or gambling advice. She does not guarantee outcomes, place trades, buy or sell cryptocurrency, place bets, or originate or approve loans. You make the final decision.
What you control
You own the thesis, thresholds, and approval of any outreach.
How to get started
Document your screening criteria, connect CRM access if needed, and screen one batch of real inbound leads together.