In this short, the speaker (with roughly 30 years of deal‑making experience) explains how their firm has eliminated “blind” pitches by routing every incoming deal through an AI‑based pre‑screening system. The AI parses the pitch, flags potential red and green indicators, and presents these flags to the presenter, who must then validate the AI’s findings. Deals that surface with strong green flags move quickly forward, while those with red flags are either rejected or require deeper scrutiny. The process is positioned as a way to protect the deal‑room’s time, ensure every pitch adds value for all participants, and prevent presenters from falling in love with unviable deals.
Chapters
We don't blind pitch in our deal room. We don't, we don't just bring deals in and throw them on the floor. Are you guys hearing Tommy? No value to that at all. No, you're muted. That's fine. Oh, we can hear him. Okay, great. Okay. I want to make sure that we're clear. So when we bring deals in here, they have to be valuable for everybody. Right. And the way we check the value of that is by using our AI system, because oftentimes people just come in and they pitch us on a deal and we don't, we don't know if it's got any value to it or not until after we've spent 15, 20 minutes listening to it. Right. So we've eliminated people coming in and pitching, just, I call it verbal dumping your deal on us. We run it through our AI system and dissect it from there. So the people that are bringing in their deals to pitch, they have to validate the information that the AI provides us with. And then based on our 30, my 30 years of experience in doing deals, it's going to, it's going to like raise red flags and green flags. As to what's good and what's bad. And so a lot of times people are taken aback because their deal doesn't actually fish out to be a good deal. And AI and our AI can determine that. Other times it says, this is an amazing deal. Do it. And it's throwing green flags everywhere. And then we're in a hurry to find out more. So that's what we're doing. The reason why we flip it was because of the fact that oftentimes people will fall in love with their deal. They'll come in and chew up a bunch of time telling us about it. And then when we run the deal through the AI, it's like, hey, no, red flags all over the place. So we've decided that in order for everyone in the room to get value from it, we run it immediately through AI and we say, okay, is this, is this sound like your deal? Because the rest of the information is going to be based on what you provided us.
