Pre-Screen Inbound Deals
Before They Waste Your Day
You receive 50 deals a month. You can work 5. The question is not whether you can analyze deals. The question is which deals deserve your time.
Why Most Deal Flow Goes Unworked
The bottleneck is not finding deals. It is figuring out which ones are worth your attention.
Every Deal Looks the Same in Your Inbox
A sponsor sends an OM, a rent roll, maybe a proforma. Another sends a business plan and financial projections. Without reading everything, you cannot tell which deal fits your criteria and which is a waste of time.
Hours Spent on Deals That Do Not Fit
You spend 2 hours reading through a package only to discover the deal is in the wrong market, the wrong size, or the sponsor has no track record. That is 2 hours you will not get back. Multiply that by 10 bad deals a month.
Good Deals Get Buried
While you are working through bad deals, good ones sit in your inbox. The broker who responds first with a detailed analysis wins the assignment. Slow screening means missed opportunities.
What Good Pre-Screening Actually Looks Like
Pre-screening is not about skimming. It is about extracting the right data points fast enough to make a decision.
Key Financial Metrics
Deal size, capital ask, NOI, DSCR, cap rate, revenue, EBITDA. The numbers that tell you in 30 seconds whether the deal is in your range.
Property or Business Type
Asset class, location, condition, tenant mix. For business deals: industry, revenue model, growth stage. The basics that determine fit.
Sponsor Profile
Who is behind this deal? Experience, track record, financial capacity. A deal with a strong sponsor and weak numbers is different from one with no sponsor history at all.
Gaps and Red Flags
Missing documents, inconsistent numbers, unrealistic projections. The problems you need to see before investing more time.
How AI Pre-Screening Works
Deal Scout reads your documents and gives you the answer in minutes, not hours.
Upload Whatever You Have
Drop in the deal package. OMs, rent rolls, T12s, P&Ls, business plans, financial projections. Incomplete packages are fine. Deal Scout tells you what is there and what is missing.
Get a Structured Deal Brief
In 3 to 5 minutes, receive a deal brief: property or business type, location, deal size, capital ask, key financial metrics, and initial observations. Every data point cited to the source document.
Decide: Pass or Go Deep
With the brief in hand, you know enough to make a decision. Pass on deals that do not fit. Run a full deep analysis on the ones that do. Nine specialized AI team members produce 7 detailed reports in 15 minutes.
From document upload to a decision on whether to pursue. Not 2 hours.
Before and After Pre-Screening
| Task | Manual Process | With Deal Scout |
|---|---|---|
| Read deal documents | 1-2 hours | 3-5 minutes (automated) |
| Extract key metrics | 30-60 minutes | Included in deal brief |
| Identify missing documents | Discovered mid-analysis | Flagged immediately |
| Spot inconsistencies | Often missed | Cross-referenced automatically |
| Decide: pursue or pass | 2-8 hours in | Under 5 minutes |
Who Uses Deal Pre-Screening
Capital Advisors & Brokers
You receive deal packages from sponsors daily. Pre-screening lets you respond the same day with a structured assessment instead of going quiet for 3 days while you manually review everything.
Capital Providers & Lenders
You receive 50 deals a month and work 5. Deal Scout filters inbound deal flow by location, deal size, asset type, and capital structure so you spend time on deals that actually match your lending criteria.
Sponsors & Syndicators
You evaluate dozens of potential acquisitions. Pre-screen each one to find the deals that fit your buy box before committing to full due diligence. Works for CRE acquisitions, business purchases, and M&A targets.
Frequently Asked Questions
How fast can I pre-screen a deal?
Deal Scout runs in 3 to 5 minutes. Upload the documents, get a quick deal brief with key metrics, and decide whether the deal deserves a full deep analysis. If the deal does not fit your criteria, you know immediately.
What is the difference between Deal Scout and a full analysis?
Deal Scout gives you the quick read: property type, location, deal size, capital ask, and key financial metrics. A full deep analysis runs 9 specialized AI team members across financials, property, market, sponsor, QA, and capital matching. That takes about 15 minutes and produces 7 detailed reports.
Does this work for business transactions, not just CRE?
Yes. Groundstone handles commercial real estate, M&A, business acquisitions, growth financing, and working capital deals. Upload P&Ls, business plans, financial projections, or acquisition documents. The system adjusts its analysis to match the deal type.
What documents do I need to pre-screen a deal?
Whatever you have. An OM, a rent roll, a T12, a business plan, financial projections, or even a single summary document. Deal Scout works with incomplete packages and tells you what is missing.
How does pre-screening prevent bad deals from wasting my time?
Deal Scout extracts the key data points that matter: deal size, location, asset type, capital structure, and basic financials. It flags inconsistencies and missing information upfront. You get a structured brief in minutes instead of spending hours reading through a full package only to discover the deal does not work.
Is this a replacement for my own judgment?
No. Pre-screening gives you the facts faster. You still decide which deals to pursue, which relationships to prioritize, and which capital providers to contact. The platform handles the data collection and initial analysis. You handle the strategy.
Screen Your Next Deal in 5 Minutes
Upload a deal. Get a structured brief with key metrics and red flags. Decide whether to go deep.