Idea for improved first pass screening in Hub
Before I spend any time completing the screening process via a deal memo, it would be nice to have a checklist of Key Criteria for each deal added to the deal funnel. I'm using the following key criteria:
1. Founder fit
2. Sector fit
3. Stage fit
4. Geographic fit
5. Unmet clinical need
6. Competitive differentiation
7. Strategic fit
I don't want to spend more than 2 minutes going through the checklist, so no text fields needed. If all criteria are checked, then an automation updates the stage from "Added" to "Screen". If one criteria is not checked, then the stage should be set to "Decline", and it would be great for AI to automatically draft an email to the founder reflecting the key criteria that was not met.
In the short term, I'm just going to copy the criteria above into the Notes section and put yes or no.
Before I spend any time completing the screening process via a deal memo, it would be nice to have a checklist of Key Criteria for each deal added to the deal funnel. I'm using the following key criteria:
1. Founder fit
2. Sector fit
3. Stage fit
4. Geographic fit
5. Unmet clinical need
6. Competitive differentiation
7. Strategic fit
I don't want to spend more than 2 minutes going through the checklist, so no text fields needed. If all criteria are checked, then an automation updates the stage from "Added" to "Screen". If one criteria is not checked, then the stage should be set to "Decline", and it would be great for AI to automatically draft an email to the founder reflecting the key criteria that was not met.
In the short term, I'm just going to copy the criteria above into the Notes section and put yes or no.
