iasv/deal-preliminary-screening
Rapid batch triage of 10-50+ startups into investment tiers using IASV criteria — screens for thesis fit, red flags, and prioritizes deep-dive candidates
100
Quality
100%
Does it follow best practices?
Impact
Pending
No eval scenarios have been run
Securityby
Advisory
Suggest reviewing before use
screening-worksheet.mdtemplates/
- title:
- Screening Worksheet
- type:
- skill
- component_type:
- skill
- version:
- 1.0.0
- audience:
- contributor
- status:
- draft
- summary:
- Auto-classified skill document
- keywords:
- skill
- tokens:
- ~1000
- created:
- 2026-01-28
- updated:
- 2026-01-28
- tags:
- skill
Screening Worksheet: {Event Name}
Event Date: {Date} Total Companies: {N} Screener: {Name} Screening Date: {Date}
Summary
| Tier | Count | Action |
|---|---|---|
| Tier 1: High Priority | {N} | Present to group |
| Tier 2: Interesting | {N} | Need more info |
| Tier 3: Watchlist | {N} | Monitor |
| Tier 4: Pass | {N} | Do not proceed |
Tier 1: High Priority
{Company Name}
- Sector: {sector}
- Stage: {stage}
- Raised: {amount}
- Asking: {amount}
- Key Traction: {revenue, customers, growth}
- Team Signal: {exits, experience, etc.}
- Market: {TAM, tailwind}
- Differentiation: {moat, IP, etc.}
- Web Research Notes: {validation findings}
- Tier Rationale: {why Tier 1}
Tier 2: Interesting
{Company Name}
- Sector: {sector}
- Stage: {stage}
- Raised: {amount}
- Key Signal: {what's interesting}
- Missing Info: {what we need to validate}
- Tier Rationale: {why Tier 2, not 1}
Tier 3: Watchlist
| Company | Sector | Why Watchlist |
|---|---|---|
| {Name} | {Sector} | {Reason - e.g., "Too early but interesting thesis"} |
Tier 4: Pass
| Company | Sector | Pass Reason |
|---|---|---|
| {Name} | {Sector} | {Reason - e.g., "Stage too late", "Sector exclusion"} |
Screening Notes
Data Sources
- Pitch deck/brochure
- Meeting notes/transcript
- Company websites
- Web search validation
Follow-up Actions
- Share shortlist with group
- Schedule deep-dive for Tier 1
- Request additional materials for Tier 2
Quality Check
- All companies classified
- Tier 1 validated with web search
- Pass reasons documented
- Shortlist < 15 companies
- Contact info captured