Deal Sourcing & Screening for Venture Capital Associates with PitchBook
Run deal sourcing & screening on autopilot inside PitchBook.
The Problem
Venture Capital associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.
What We Build in PitchBook
AI pre-screens deals against the fund's thesis in Affinity, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
PitchBook Integration Approach
Audit your PitchBook configuration
We map the specific PitchBook objects, custom fields, and workflows the automation needs to touch for your venture capital practice.
Build on the PitchBook API or agent
Integration happens inside PitchBook — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in PitchBook with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this deal sourcing & screening automation work natively in PitchBook?+
Yes — we build directly on PitchBook's API or agent integration. Your data stays in PitchBook, your venture capital associates keep the same login and UI, and there's no parallel system for the team to learn.
What PitchBook configuration do we need before deployment?+
We work with your existing PitchBook setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for venture capital teams.
Can PitchBook handle deal sourcing & screening on its own?+
PitchBook handles configuration; AI handles judgment. Native PitchBook workflows route deterministic tasks; our automation layer adds the AI judgment PitchBook doesn't ship out of the box — document classification, exception triage, drafting.
Is PitchBook the right tool for deal sourcing & screening for venture capital associates?+
PitchBook is widely used among venture capital teams precisely because of its data model around deal sourcing & screening. We've deployed this workflow on PitchBook for similar firms and the integration is well-trodden.
What's the typical ROI of deal sourcing & screening automation in PitchBook?+
For venture capital firms running PitchBook, automation typically pays back inside the first quarter — measured against the loaded cost of the venture capital associate hours absorbed. Higher volumes deploy faster.
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See this running in your PitchBook instance
30-minute call. We'll look at your actual PitchBook setup and show exactly how this workflow fits.