Compliance annotation
Deal memos and scoring rationale stay on your infrastructure. Every routing decision is logged for internal audit and LP diligence.
Security & architecture briefPrivate Equity
Automated deal flow screening and scoring
Ingest deal memos, score against your fund thesis, and route qualified opportunities to the right partner, without the associate bottleneck.
The challenge
Associates spend 60–80% of their time reading decks that never make it past first screen. High-quality deals get buried in the noise, and partner attention is diluted across a long tail of unqualified opportunities.
How Lunnoa runs it
- 1
Capture the memo
Ingest pitch decks, teasers, and CIMs from inbox, DealCloud, or the data room as they arrive.
- 2
Extract and score
Pull financials, sector, geography, and ticket size; score against your fund thesis and flag red lines.
- 3
Route the shortlist
Send qualified deals to the right partner with a structured summary; park the rest with a clear rationale.
- 4
Write back to CRM
Push structured fields into DealCloud or Affinity and keep an attributable trail for every screen.
Systems touched
- DealCloud
- Affinity
- SharePoint
- Outlook
In the product
Step-by-step agent behaviour
Ingest pitch decks, teasers, and CIMs from inbox, DealCloud, or the data room as they arrive.
Outcomes
- 70% reduction in first-screen time
- 3x more deals reviewed per week with the same team
- Full structured data on every deal; feeds your CRM automatically
- Zero deal memos stored outside your environment
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Built for teams that already take infrastructure seriously.
- CTOs and platform teams evaluating fit with your reference architecture
- Security and compliance reviewing data residency and access control
- Operations teams that need attributable runs, not black-box automation
- Builders who want unlimited usage under a flat licence