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iasv/deal-evaluate

Automated dealflow evaluation with anti-bias MoE layer, True Potential Council, and mandatory arithmetic verification — produces one consolidated investment memo per company

100

Quality

100%

Does it follow best practices?

Impact

Pending

No eval scenarios have been run

SecuritybySnyk

Advisory

Suggest reviewing before use

Overview
Quality
Evals
Security
Files

ANTI-BIAS-MOE.mdreferences/

Anti-Bias Mixture of Experts — Prompts & Thresholds

Council Prompt

Task(subagent_type="general-purpose", prompt="""
Use council-orchestrator to run Investment Committee review:

Company: {company_name}
Prior Analysis: {all_analysis_results}
True Potential Score: {true_potential_score}

Council Members:
1. SKEPTICAL JUDGE
   - Role: Find reasons to PASS on this deal
   - Questions: What's wrong with this company? Why will they fail?
   - Output: List of concerns with severity ratings

2. CONSERVATIVE ANALYST
   - Role: Model pessimistic scenarios
   - Questions: What if growth is 50% slower? What if churn is 2x?
   - Output: Bear case financial projections

3. DEVIL'S ADVOCATE
   - Role: Challenge the bull case
   - Questions: Why is valuation too high? Who will out-compete them?
   - Output: Counter-arguments to investment thesis

4. VALUE INVESTOR
   - Role: Assess fair value
   - Questions: What price would make this a "no-brainer"?
   - Output: Fair valuation range with rationale

Decision Thresholds:
- Any CRITICAL red flag -> PASS
- >3 HIGH concerns -> INVESTIGATE MORE
- Consensus score <60 -> PASS
- Consensus score 60-75 -> INVESTIGATE
- Consensus score >75 -> INVEST

Use llm-judge for pairwise comparison of bull vs bear case.
Flag if position bias detected.
""")

Required Skeptical Questions (Every Memo)

  1. Failure Modes: What are 3 ways this company fails in 18 months?
  2. Valuation Risk: Why might this valuation be 2x too high?
  3. Competition: Who will crush them and why?
  4. Team Gaps: What critical skills are missing?
  5. Market Risk: What if the market is 50% smaller than claimed?
  6. Execution Risk: What's the hardest thing they need to do?
  7. Expansion Risk: Is this a wedge trap?

MoE Scoring Format

Each council member provides:

  • A score on /100 scale
  • A vote: INVEST | INVESTIGATE | PASS
  • Key rationale (2-3 sentences)

Council Consensus = weighted average of all member scores on /100 scale.

Consensus RangeSignal
>75INVEST
60-75INVESTIGATE
<60PASS

references

ANTI-BIAS-MOE.md

TRUE-POTENTIAL-COUNCIL.md

VERIFICATION-CHECKLIST.md

SKILL.md

tile.json