We built a system that does all of it in under 15 minutes, triggered by a single line of text.

If you want this running for your own fund — for deal sourcing, running a private local model, or configuring Claude for your workflow — book a session and we will set it up with you directly: Book 30 minutes

Book a session now!

The architecture: three files, one workspace

The entire automation runs inside Claude Cowork, governed by three root files you drop into a shared folder. No code. No APIs to configure. No engineers required.

CLAUDE.md is the master instruction file. It defines Claude’s role, output standards, folder structure, and a library of one-line trigger commands that execute full multi-step pipelines automatically. The triggers we use at Morsebridge cover the entire deal lifecycle:

• Process [CompanyName] runs all 11 pipeline stages end-to-end and prints a completion report with composite score, action band, red flag, and recommended next step

• Triage inbound scans every deck in the folder and outputs a structured CSV

• Score [CompanyName] executes a 12-dimension weighted scorecard

• Brief [CompanyName] produces a 2-page partner brief with founder background, five pointed questions, and comparable deals

• Deep dive [CompanyName] runs four parallel due diligence reports: market research, founder background check, financial review, and legal/cap table scan

• IC memo [CompanyName] writes the full Investment Committee memo drawing from all prior outputs

• Review term sheet [CompanyName] runs a red flag scan benchmarked against GCC market standards

• Outreach [CompanyName] matches to your investor database and drafts personalised emails per investor

• Weekly briefing scans the web for UAE/GCC deal activity, regulatory news, and LP movements

• Scan portfolio emails reads Gmail for founder updates, extracts metrics, updates the portfolio tracker, and flags anything needing partner attention

• Board prep, Follow-on, LP report cover the full portfolio management layer

SKILL.md is the fund mandate. It defines what is in mandate and what is not across stage, geography, sector, ticket size, deal killers, term sheet preferences, and GCC benchmarks. Every output Claude produces is filtered through this file, so nothing off-mandate slips through.

ScoringCriteria v3.0 is the scoring bible. A 120-point rubric across 12 weighted dimensions, a 40-point Market Intelligence Layer scoring macro timing and competitive depth, and investor fit scores for GCC family offices, MENA VCs, and global VCs.

Running a private local model for funds where data cannot leave the building

For some funds, the question is not whether to use AI but whether they can do so without sensitive deal data touching a third-party server. Cap tables, founder financials, LP identities, term sheets. This is material non-public information. Sending it to a cloud API, even a reputable one, creates compliance exposure many GPs cannot accept.

The answer is running an open-source model locally, on your own hardware or your own private server. Models like Meta’s Llama, Mistral, and DeepSeek can be downloaded and run entirely within your infrastructure. Nothing leaves your network. No third party ever sees the data. The model runs on a machine you control, whether that is a high-spec workstation in your office, a private cloud instance on AWS or Azure with data residency in the UAE, or a dedicated on-premise server.

Tools like Ollama make this straightforward to set up. You install the software, pull the model, and run it locally through a simple interface. For funds that want the same structured workflow described above but with zero data exposure, we configure the same trigger system against a locally-hosted model instead of Claude. The CLAUDE.md, SKILL.md, and scoring files work identically. The only difference is where the inference happens.

The tradeoff is capability. Local models are not yet at Claude’s level on complex analytical tasks like IC memo writing or nuanced term sheet review. But for triage, initial scoring, and document extraction — the high-volume, lower-stakes parts of the pipeline — a well-configured local model running on your own server is entirely sufficient, completely private, and costs nothing beyond the hardware.

If you want to explore running a local model for your fund, or want us to assess whether your use case warrants it, we can walk through the options in one session: Book 30 minutes

What this changes operationally

Consistency is the real gain. Every deal goes through the same process, scored on the same rubric, with the same red flag checks, whether it arrives on a Monday morning or a Friday night. Junior analysts stop spending time on formatting and data gathering and start spending it on judgement calls the system cannot make.

The funds that systematise their deal process now are building a compounding advantage. Faster decisions, cleaner data, better LP reporting, all from the same three files.

If you want to see exactly how to build this for your fund: Book a 30-minute session

Book a Session Now!

Morsebridge Ventures | Dubai, UAE

What is Inside the Folder

Root Files

📄 CLAUDE.md — The operating manual. Drop this into your workspace root and Claude will follow your rules from day one.

📄 SKILL.md — The fund identity file. Replace our mandate with yours and Claude will screen deals against your actual parameters.

📊 SCORING-CRITERIA.xlsx — The universal scoring rubric used across all six deal stages. Fully editable to match your fund’s thresholds.

🗂 portfolio-database.csv — The portfolio tracker. Pre-structured with all the columns Claude needs to update after every monitoring cycle.

Input Files

Read more

When most people use Claude, they type a question and get an answer. It works, but every conversation starts from zero. Claude has no idea who you are, what your fund does, or how you like things done.

We solved that with two files. One tells Claude how to behave inside our workspace. The other tells Claude who we are as a firm. Together, they turn Claude from a general assistant into something that feels like a trained analyst on your deal team.

Here is exactly what is in each file and why it matters.

Think of it this way. CLAUDE.md is the employee handbook. SKILL.md is the firm brochure. Every new hire gets both on day one.

CLAUDE.md — The Operating Manual

CLAUDE.md is the first file Claude reads before doing anything inside our workspace. It is the instruction manual. It covers three things: the rules Claude must follow, the team it is working with, and the folder structure it operates in.

Global Rules

These are the non-negotiables that apply to every single task. Things like always version control documents, never overwrite a file without asking, flag red flags instead of making decisions, use British English throughout, and always add a confidentiality footer to every document. Claude follows these automatically without being reminded.

Team and Communication Rules

CLAUDE.md has the full contact list — internal team and external advisers. But more importantly it tells Claude how to communicate with each person. Emails to our Managing Partner are direct and table-led. Emails to our external lawyer are formal British English with specific clause references and a clear deadline. Claude adjusts its tone depending on who it is writing to.

Folder Structure

Every output Claude produces goes into a specific subfolder. CIM scorecards go into /cim-screening/. IC memos go into /ic-memos/. Legal documents go into /legal-dd/. Claude never has to be told where to save things because it is all mapped out here.

PROMPTS IN CLAUDE.MD

• Process [COMPANY-NAME]

• Process [COMPANY-NAME] end to end

• Run deal origination scan

• Screen CIM for [COMPANY-NAME]

• Run portfolio monitoring for [COMPANY-NAME] — [MONTH YEAR]

• Prepare LOI for [COMPANY-NAME]

• Check Gmail for IC memo revision requests for [COMPANY-NAME]

• Send SPA and SPA review to lawyer for [COMPANY-NAME]

• Compile quarterly LP report

• Run sector news scan

• Run exit readiness review for all portfolio companies

• Send deal summary to partner for [COMPANY-NAME]

SKILL.md — The Firm Identity

If CLAUDE.md tells Claude how to work, SKILL.md tells Claude who it is working for. This is where Claude learns Morsebridge — our fund mandate, our deal parameters, our return targets, and how we source deals.

Investment Mandate and Deal Parameters

Claude knows our target geographies are MENA and Western Europe. It knows our target EV range is $30M to $250M. It knows what sectors we actively pursue and which ones are excluded entirely. So when Claude screens a deal it is not guessing — it is working from our actual mandate.

Return Targets and Value Creation

Claude knows we target a 25% gross IRR, a 2.5x MOIC, and a four to six year hold period. It knows our four value creation levers in priority order. This means every IC memo and every LBO review Claude produces is benchmarked against our actual thresholds — not generic PE standards.

Deal Sourcing Signals

Claude knows exactly what trigger events we look for — founders over 55 with no succession plan, corporates announcing strategic reviews, businesses with healthy margins that have never raised institutional capital. When Claude runs a deal origination scan it is looking for our signals, not generic M&A news.

CLAUDE.md

How Claude works. Rules, structure, communication style, workflows, and where everything gets saved.

SKILL.md

Who we are. Fund mandate, deal parameters, return targets, sourcing signals, and team contacts.

PROMPTS IN SKILL.MD

SKILL.md does not contain standalone prompts. It is a reference document that Claude reads before every task. However it directly informs how the following prompts are executed:

• Screen CIM for [COMPANY-NAME] — uses entry criteria and excluded sectors

• Run deal origination scan — uses sourcing signals and trigger events

• Process [COMPANY-NAME] — benchmarks every stage against return targets

• Prepare LOI for [COMPANY-NAME] — follows LOI format and approval rules

• Run exit readiness review — uses exit preferences and hold period thresholds

The most important thing to understand about both files is that they are fully replaceable. Every line that says Morsebridge can say your firm name. Every mandate parameter can be swapped for yours. Every contact can be updated to your team. Claude does not care whose mandate it follows — it just needs to be told.

That is the whole point. Two text files. One trained analyst.

Want to build this for your firm?

Want to build this for your firm?

We build custom CLAUDE.md and SKILL.md files tailored to your fund mandate, deal processes, and team structure. Book a 1:1 session to get started.

We mapped every stage of the PE deal lifecycle and automated it using Claude AI agents. Eight stages. Exact prompts included.

Happy to set up a 1:1 private advisory session.

Here is how it works — 60 minutes, one-on-one, we go deep on your specific PE workflow and build out the Claude automation framework tailored to your fund.
Book a call here: Book 1:1 Advisory

Click here to Sign Up: Join Deal Flow Automation workshop here 2 Hours

Junior analysts spending days reading CIMs. Senior associates writing IC memos from scratch. Partners reviewing SPAs under time pressure. Portfolio companies sending monthly reports in 15 different formats that someone has to manually reconcile.

Here is the full playbook.

Before You Start: Set Up Your Folder Structure

Create this in your Claude Cowork working directory:

/Morsebridge-PE-Cowork
  /deal-origination        ← target watchlists & company profiles
  /cim-screening           ← uploaded CIMs + screening scorecards
  /due-diligence
    /commercial-dd         ← market research & competitive analysis
    /financial-dd          ← model reviews & normalisation
    /management-dd         ← leadership background checks
    /legal-dd              ← contract & SPA red flag scans
  /lbo-models              ← uploaded Excel models
  /ic-memos                ← investment committee memos
  /spa-review              ← Share Purchase Agreement reviews
  /portfolio-monitoring    ← monthly KPI reports per company
  /exit-prep               ← VDD packs & exit memos
  /SKILL.md                ← your fund mandate & brand context
  /portfolio-database.csv  ← your portfolio company tracker

The Time Savings at a Glance

Stage Without Claude With Claude Deal Origination 3–5 hrs/week manual scanning Daily auto-watchlist in 10 mins CIM Screening 3–4 hrs per CIM Full scorecard in 8 minutes Commercial DD 1–2 weeks analyst work Market report in 3 hours Financial DD 3–5 days modelling review Normalised summary in 2 hours Management DD 2–3 days background checks Full profiles in 45 minutes Legal DD 1–2 weeks legal review Red flag scan in 20 minutes IC Memo 12–20 hrs senior associate First draft in 30 minutes Portfolio Monitoring 2–3 days/month reporting Auto KPI reports in 1 hour

Stage 1 — Deal Origination

Time saved: 3–5 hours/week → 10 minutes

The pain: Deal teams spend hours every week scanning news, databases, and LinkedIn for acquisition targets. Most of it is low-quality pattern matching. Claude does this faster and more consistently.

Paste this prompt into Cowork:

Search the web for acquisition targets that match my fund mandate in SKILL.md.

For each company found extract: Name, website, sector, estimated revenue, ownership structure, headcount, geography, trigger event, key contact.

Prioritise companies showing: founder exit signals, revenue stagnation, recent management change, distressed balance sheet, competitor acquisition in same space.

Score each: PRIORITY / WATCH / MONITOR

Save as /deal-origination/target-watchlist-[today’s date].csv

Confirm count when done.

Stage 2 — CIM Screening: 10-Dimension Scorecard

Time saved: 3–4 hours per CIM → 8 minutes

The pain: A PE firm has 48–72 hours to decide whether to submit an IOI. Claude reads the full CIM and produces a scored recommendation before your morning call.

The 10-dimension rubric (100 points):

Dimension Max Points Business Quality & Revenue Visibility 15 EBITDA Margin & Profitability 15 Management Team Strength 12 Market Position & Competitive Moat 12 Growth History & Trajectory 10 Mandate Fit (sector, size, geography) 10 Debt & Balance Sheet Health 10 Customer Concentration Risk 8 Exit Optionality 8 CIM Quality & Management Credibility 10

Bands: 80+ = Proceed | 60–79 = IOI with conditions | 40–59 = Monitor | Under 40 = Pass

Paste this prompt into Cowork:

Read the CIM at /cim-screening/[COMPANY-NAME]-CIM.pdf

Extract all key financials: revenue (3 years), EBITDA and margins, growth rate, net debt, capex, working capital, and any one-off items.

Score using the 10-dimension rubric (total out of 100).

OUTPUT — save as /cim-screening/[COMPANY-NAME]-scorecard.docx: Company overview (3 sentences) | Financials summary | Score table | Total + band | Top 3 opportunities | Top 3 risks | Recommended next action | Partner-ready one-paragraph summary

Stage 3 — Commercial Due Diligence

Time saved: 1–2 weeks + $80K consultants → 3 hours

The pain: Commercial DD is expensive and slow. Claude compresses the research phase with cited sources — giving your deal team a credible base before spending on external advisors.

Paste this prompt into Cowork:

Search the web for current market data on [SECTOR/MARKET] where [COMPANY-NAME] operates.

Document: TAM (2–3 credible sources), SAM, SOM with assumptions, CAGR with source, Top 5 competitors (name / revenue / differentiator / weakness), Recent M&A activity last 36 months, Timing thesis, Regulatory environment, Customer profile, Pricing dynamics.

Save as /due-diligence/commercial-dd/[COMPANY-NAME]-market-research.docx with all source URLs as footnotes.

Then run the competitive positioning prompt:

Read the market research and CIM.

Produce: Competitive positioning analysis, 3 clearest competitive advantages with evidence, 3 biggest vulnerabilities, Customer switching costs assessment, Barriers to entry assessment.

Commercial DD verdict (1 paragraph): Is the market position defensible? Rate: STRONG / ADEQUATE / WEAK with justification.

Save as /due-diligence/commercial-dd/[COMPANY-NAME]-competitive-analysis.docx

Stage 4 — Financial Due Diligence

Time saved: 3–5 days → 2 hours

The pain: Financial DD in PE is not just reading accounts — it is rebuilding them. Adjusting for one-offs, normalising EBITDA, stress testing assumptions.

Paste this prompt into Cowork:

Read the financial statements at /due-diligence/financial-dd/[COMPANY-NAME]-financials.xlsx

Analyse: Revenue breakdown, gross margin trend (3 years), EBITDA reported vs normalised (list every adjustment with rationale), working capital dynamics, capex split (maintenance vs growth), free cash flow conversion, debt structure, off-balance sheet items.

Flag: Revenue concentration >30% single customer, declining gross margins, negative working capital trend, related party transactions.

Save as /due-diligence/financial-dd/[COMPANY-NAME]-financial-review.docx

Then run the LBO model review:

Read the LBO model at /lbo-models/[COMPANY-NAME]-LBO.xlsx

Summarise: Entry assumptions, revenue and EBITDA growth assumptions vs historical, debt structure, returns at base / upside / downside (IRR and MOIC), key value drivers, exit assumptions, sensitivity analysis.

Flag: Growth assumptions >300bps above historical CAGR, exit multiple above entry without justification, leverage above 5x, IRR dependent on multiple expansion alone.

Write a plain-language model summary (1 page) for partners who will not open Excel.

Save as /due-diligence/financial-dd/[COMPANY-NAME]-lbo-review.docx

Stage 5 — Management Due Diligence

Time saved: 2–3 days → 45 minutes

The pain: Management quality is one of the top 3 reasons PE deals fail post-acquisition. Most background checks are rushed. Claude runs a systematic search in 45 minutes.

Paste this prompt into Cowork:

Search the web for the following leaders of [COMPANY-NAME]: [LIST NAMES AND TITLES]

For each person verify: Education, full career history, previous exits, published work or patents, LinkedIn network, negative press or legal disputes, domain expertise match.

For the CEO also assess: Track record hitting revenue targets, experience managing PE-backed businesses, reference-checkable contacts.

Red flag triggers: unexplained employment gaps, unverifiable CV claims, previous failures without learnings, litigation history.

Rate each: STRONG / ADEQUATE / CONCERN — 3-sentence justification. Overall team rating: INVEST-GRADE / MONITOR / RED FLAG

Save as /due-diligence/management-dd/[COMPANY-NAME]-management-check.docx

Stage 6 — Legal DD & SPA Review

Time saved: 1–2 weeks → 20 minutes first pass

The pain: Legal DD costs $50K–$200K per transaction. Claude does not replace lawyers — it means they spend time on what matters instead of reading everything cold.

Paste this prompt into Cowork:

Review all legal documents in /due-diligence/legal-dd/

Check: Corporate structure, change of control clauses in material contracts, IP ownership (company vs founders personally), key man dependencies, employment disputes, sector licences transferability, regulatory compliance, outstanding litigation.

Output a Legal Risk Rating: LOW / MEDIUM / HIGH with reasoning. List top 5 items requiring legal counsel attention, ranked by priority.

Save as /due-diligence/legal-dd/[COMPANY-NAME]-legal-scan.docx

Then run the SPA review:

Read the SPA at /due-diligence/legal-dd/[COMPANY-NAME]-SPA.pdf

Extract all key commercial terms into a clean table. Flag: earnout provisions with vague metrics, warranty coverage gaps on IP or tax, short warranty survival periods, broad seller indemnity carve-outs, weak restrictive covenants on management.

Prepare 5 negotiation points ranked by priority. For each: current position | desired position | rationale | fallback.

Save as /due-diligence/legal-dd/[COMPANY-NAME]-spa-review.docx

Stage 7 — IC Memo

Time saved: 12–20 hours senior associate → 30 minutes

The pain: The IC memo is the most expensive document a PE firm produces. Claude reads every DD output and writes 80% of the first draft before a human touches it.

Paste this prompt into Cowork:

Read all of the following:

• /cim-screening/[COMPANY-NAME]-scorecard.docx

• /due-diligence/commercial-dd/[COMPANY-NAME]-market-research.docx

• /due-diligence/commercial-dd/[COMPANY-NAME]-competitive-analysis.docx

• /due-diligence/financial-dd/[COMPANY-NAME]-financial-review.docx

• /due-diligence/financial-dd/[COMPANY-NAME]-lbo-review.docx

• /due-diligence/management-dd/[COMPANY-NAME]-management-check.docx

• /due-diligence/legal-dd/[COMPANY-NAME]-legal-scan.docx

Write a full Investment Committee Memo (20–35 pages):

1. Executive Summary — thesis, deal terms, returns, recommendation

2. Transaction Overview — structure, financing, timeline

3. Company Overview — business model, products, KPIs, geography

4. Market & Competitive Position — TAM/SAM, landscape, barriers, timing

5. Management Assessment — profiles, track record, key man risks

6. Financial Analysis — historical performance, normalised EBITDA, LBO returns

7. Due Diligence Summary — findings across all four workstreams

8. Value Creation Plan — 100-day priorities, revenue levers, exit strategy

9. Risks & Mitigants — top 5 risks each with a specific mitigant

10. Recommendation — clear PROCEED / PASS / CONDITIONAL with 3 reasons

Professional PE memo language. Use numbers throughout. No fluff.

Save as /ic-memos/[COMPANY-NAME]-IC-memo.docx

Stage 8 — Portfolio Monitoring

Time saved: 2–3 days/month across 10 companies → 1 hour

The pain: A PE firm with 10 portfolio companies spends 2–3 days every month collecting, formatting, and reconciling monthly management reports — all arriving in different formats. Claude automates this entirely.

Paste this prompt into Cowork:

Read the monthly management accounts for [COMPANY-NAME] at: /portfolio-monitoring/[COMPANY-NAME]/[MONTH-YEAR]-accounts.xlsx

Also read the original IC memo at: /ic-memos/[COMPANY-NAME]-IC-memo.docx

Produce a Monthly Portfolio Report:

1. KPI Dashboard — revenue, EBITDA, gross margin, cash, headcount vs budget and prior year

2. Variance Analysis — what drove the top 3 budget variances this month?

3. 100-Day Plan Status — mark each milestone: COMPLETE / ON TRACK / AT RISK / MISSED

4. RAG Status — Red / Amber / Green with 2-sentence justification

5. Management Commentary — 3 key events, 1 risk to flag, 1 opportunity to flag

Save as /portfolio-monitoring/[COMPANY-NAME]/[MONTH-YEAR]-report.docx

The Recurring Automations (Set and Forget)

Task Schedule What It Does Deal Watchlist Daily 7 AM Scans web for targets, saves scored list CIM Triage On upload Detects new CIMs, runs Stage 2 automatically Portfolio KPIs 1st of month Generates KPI reports for all portfolio companies LP Report Last Friday of quarter Compiles quarterly LP report from all monthly reports Sector Monitor Monday 8 AM Flags material news across active DD sectors Exit Readiness Quarterly Scores portfolio companies approaching year 3+

What You Are Actually Building

Happy to set up a 1:1 private advisory session.

Here is how it works — 60 minutes, one-on-one, we go deep on your specific PE workflow and build out the Claude automation framework tailored to your fund.
Book a call here: Book 1:1 Advisory

Click here to Sign Up: Join Deal Flow Automation workshop here 2 Hours

Morsebridge is a financial intermediary building AI Agents to customize workflows for VCs, PEs, and SMEs. Based in Dubai. 450+ founders supported. 500+ VCs and investors in our network.

morsebridge.com

I’ve reviewed 1,000+ pitch decks. Worked with 450+ founders. Run fundraising intelligence across the GCC for years.

The single biggest problem in early-stage investing isn’t bad deals.

It’s a broken process.

Junior analysts doing triage that produces zero analytical output. Partners walking into calls unprepared. IC memos that take 12 hours to write. Term sheets reviewed under time pressure with buried clauses nobody caught.

At Morsebridge, we mapped every stage of the VC deal lifecycle and automated it using Claude AI agents. Here’s the full playbook — six stages, exact prompts included.

Before You Start: Set Up Your Folder Structure

Create this in your Claude Cowork working directory:

/Morsebridge-Cowork
  /inbound-decks        ← drop raw pitch decks here (PDF/PPT)
  /screened             ← Stage 2 scorecards saved here
  /founder-briefs       ← Stage 3 pre-call briefs
  /due-diligence        ← Stage 4 deep dive reports
  /ic-memos             ← Stage 5 IC memos
  /term-sheets          ← Stage 6 term sheet reviews
  /SKILL.md             ← your fund mandate and brand context
  /investor-database.csv

Stage 1 — Inbound Triage

Time saved: 25–50 hours/month → 8 minutes/month

The pain: At 300 decks a month, analysts spend 25–50 hours just deciding whether to read something. That’s half a work week producing zero analytical output.

Paste this prompt into Cowork:

Read all PDF files in /inbound-decks.

For each deck extract: Company name, Sector, Funding stage, Geography, Amount raising, Valuation, One-line description.

Check each deck against my fund mandate in SKILL.md.

Tag each deck: IN MANDATE / OUT OF MANDATE / BORDERLINE

Save results as /inbound-decks/triage-log-[today’s date].csv

Columns: Company, Sector, Stage, Geography, Ask, Valuation, Description, Tag, Reason

Process all decks before saving. Confirm count when done.

Stage 2 — Initial Screening: 120-Point Scorecard

Time saved: 2–4 hours per deck → 3 minutes

The pain: Inconsistent scoring and analyst bandwidth means most funds deeply screen fewer than 10% of inbound. Claude screens everything, consistently.

The 12-dimension rubric:

Dimension Max Points Team & Founder Fit 15 Market Size (TAM/SAM/SOM) 15 Traction & Validation 12 Problem & Solution Clarity 10 Business Model 10 Competitive Landscape 10 Financial Projections 10 Go-to-Market Strategy 10 Deck Quality & Narrative 10 Product / Tech Readiness 8 Stage Fit 5 Sector Fit 5

Bands: 90+ = Fast Track | 70–89 = Watch | 50–69 = Bootcamp | Under 50 = Pass

Paste this prompt into Cowork:

Read the pitch deck at /inbound-decks/[COMPANY-NAME].pdf

Score it using the 12-dimension rubric. Score each dimension out of 10, multiply by its weight, calculate total out of 120.

Dimensions and weights:

1. Team & Founder Fit (x1.5) — 15 pts

2. Market Size TAM/SAM/SOM (x1.5) — 15 pts

3. Problem & Solution Clarity (x1.0) — 10 pts

4. Traction & Validation (x1.2) — 12 pts

5. Business Model (x1.0) — 10 pts

6. Competitive Landscape (x1.0) — 10 pts

7. Financial Projections (x1.0) — 10 pts

8. Go-to-Market Strategy (x1.0) — 10 pts

9. Product / Tech Readiness (x0.8) — 8 pts

10. Stage Fit (x0.5) — 5 pts

11. Sector Fit (x0.5) — 5 pts

12. Deck Quality & Narrative (x1.0) — 10 pts

Output: Company overview (3 sentences) | Score table | Total + band | Top 3 strengths | Top 3 concerns | Recommended next action | Analyst note (2–3 sentences, partner-ready)

Save as /screened/[COMPANY-NAME]-scorecard.docx

Stage 3 — First Filter Meeting: Pre-Call Brief

Time saved: 20–30 min manual prep → 90 seconds

The pain: Partners skim a half-remembered deck and Google the founder’s name. Claude produces a sharper brief than most analysts write, automatically.

Paste this prompt into Cowork:

Read the scorecard at /screened/[COMPANY-NAME]-scorecard.docx and the deck at /inbound-decks/[COMPANY-NAME].pdf

Search the web for: founder LinkedIn, press coverage, recent competitor funding rounds, and market context.

Produce a Pre-Call Brief saved to /founder-briefs/[COMPANY-NAME]-brief.docx

Structure:

1. Company Snapshot (5 bullets — partner reads in 60 seconds)

2. Founder Profile (background, previous exits, red flags)

3. Key Metrics (ARR, growth rate, burn, runway, team size)

4. Market Context (TAM source, main competitors, recent deals)

5. Five Questions to Ask (specific to this company’s weak spots)

6. Red Flags to Probe (from scorecard + deck inconsistencies)

7. Comparables (2–3 similar deals and their outcomes)

Keep the whole brief to 2 pages max. Partner-ready language.

Stage 4 — Deep Dive Due Diligence

Time saved: 1–3 weeks of analyst work → 2 hours

The pain: Deep diligence costs $10K–$50K in analyst hours per deal. Claude compresses weeks of research into hours, with citations included.

This stage runs four parallel sub-automations.

4A — Market Research

Search the web for current market data on [SECTOR/MARKET].

Document: TAM (2–3 credible sources), SAM (serviceable segment), SOM (3-year realistic capture), CAGR with source, Top 5 competitors (name / funding / differentiator / weakness), Recent M&A or IPO activity (last 24 months), Timing thesis.

Save as /due-diligence/[COMPANY]-market-research.docx with all source URLs as footnotes.

4B — Founder Background Check

Search the web for founders of [COMPANY-NAME]: [LIST NAMES]

For each founder find and verify: Education, Previous companies, Exits (amount, acquirer, outcome), Published articles or patents, Negative press or legal history, LinkedIn connections to known investors.

Red flag triggers: unexplained gaps, claims contradicting deck bio, failed ventures with no learnings noted, legal disputes.

Rate founder fit: STRONG / ADEQUATE / CONCERN — with 3-sentence justification.

Save as /due-diligence/[COMPANY]-founder-check.docx

4C — Financial Model Review

Read the financial model at /inbound-decks/[COMPANY]-financials.xlsx (or extract from deck PDF).

Analyse: Revenue model (recurring?), CAC and LTV (flag if LTV:CAC < 3x), Burn rate and runway, Revenue projection assumptions, Gross margin vs. sector benchmark, Break-even timeline, Use of funds vs. stage milestones.

Flag: hockey stick projections without traction basis, missing COGS, growth rates >300% YoY without proven engine.

Save as /due-diligence/[COMPANY]-financial-review.docx

4D — Legal & Structure Scan

Review the cap table and legal documents. If not provided, flag what is missing.

Check: Founder equity post-raise (flag if combined <50%), ESOP size and adequacy, Existing investors and blocking rights, IP ownership (company vs. founders personally), Jurisdiction and regulatory concerns, Customer concentration (flag if >30% single customer), Outstanding debt, convertibles, or SAFEs.

Output a Legal Risk Rating: LOW / MEDIUM / HIGH with reasoning.

Save as /due-diligence/[COMPANY]-legal-scan.docx

Stage 5 — IC Memo

Time saved: 8–12 hours senior associate time → 20 minutes first draft

The pain: The IC memo is the most expensive document a VC firm produces. Claude reads all prior outputs and assembles 80% of the draft before a human touches it.

Paste this prompt into Cowork:

Read all of the following:

• /screened/[COMPANY]-scorecard.docx

• /founder-briefs/[COMPANY]-brief.docx

• /due-diligence/[COMPANY]-market-research.docx

• /due-diligence/[COMPANY]-founder-check.docx

• /due-diligence/[COMPANY]-financial-review.docx

• /due-diligence/[COMPANY]-legal-scan.docx

• /inbound-decks/[COMPANY].pdf

Write a full Investment Committee Memo (10–15 pages):

1. Executive Summary — thesis (3 sentences), deal terms, recommendation

2. Company Overview — what they do, for whom, how they make money

3. Team Assessment — founder profiles, key hires needed

4. Market Opportunity — TAM/SAM/SOM, competitive positioning, timing thesis

5. Business Model & Financials — unit economics, projections, use of funds

6. Due Diligence Summary — findings across all four workstreams

7. Risks & Mitigants — top 5 risks each with a mitigant

8. Investment Thesis & Terms — why this deal, why now, why this fund

9. Recommendation — clear GO / NO-GO with 3 supporting reasons

Professional VC memo language. No fluff.

Save as /ic-memos/[COMPANY]-IC-memo.docx

Stage 6 — Term Sheet Review

Time saved: Hours of partner review → 5-minute red flag scan

The pain: Founders submit term sheets with buried clauses. Partners review under time pressure. One missed clause can cost the fund millions.

Paste this prompt into Cowork:

Read the term sheet at /term-sheets/[COMPANY]-termsheet.pdf

1. EXTRACT all key terms into a clean table: Valuation (pre/post), Investment amount, Instrument, Liquidation preference, Anti-dilution clause, Board seats, Pro-rata rights, Information rights, Drag-along/tag-along, Option pool.

2. FLAG these red flags: Participating preferred (double dip), Full ratchet anti-dilution, Option pool shuffle, Blocking rights on future fundraises, Founder vesting restart, Weak IP assignment.

3. BENCHMARK against standard GCC/MENA market terms. Rate each: MARKET / ABOVE MARKET / BELOW MARKET

4. PREPARE 5 negotiation points ranked by priority. For each: current term | ask | rationale | fallback position.

Save as /term-sheets/[COMPANY]-term-review.docx

The Recurring Automations (Set and Forget)

Run these on a schedule inside Cowork → Tasks → Schedule:

Task Schedule What It Does Inbound Triage Daily 8 AM Scans for new decks, runs Stage 1, updates log LP Scouting Monday 7 AM Searches for new GCC family offices and endowments LP Briefing Friday 5 PM Weekly update summary auto-generated Outreach Drafts On demand Personalised VC emails from investor database

What You’re Actually Building

This isn’t a chatbot you query.

This is an AI agent that knows your fund mandate, your folder structure, your scoring rubric, and your output format — and executes the full deal lifecycle without you triggering it manually.

The result: You screen 10x more deals. You move faster than every competitor. You never lose a deal because your analyst didn’t have bandwidth.

If you want to see this running inside your fund, comment WORKFLOW below and I’ll send you the full setup guide.

Morsebridge is a financial intermediary building AI Agents to customize workflows for VCs, PEs, and SMEs. Based in Dubai. 1000+ founders supported. 500+ VCs in our network.

morsebridge.com

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