Ranking
Investment Fit Rubric
Your criteria, weights and thresholds—the written definition of an opportunity your firm would pursue.
Free starter kit · Investment workflow
Run your first agentic workflow in five minutes.
Turn a company deck and your investment criteria into a consistent first-pass fit screen—with cited evidence, explicit guardrails and a named human decision-maker.
The starter kit is completely free. Adapt the task, skills and templates to your firm’s own investment process.
INPUTCompany materials+Your fit criteria
→OUTPUTReviewed scorecardCited evidence · Advance / discuss / pass
~5 minutes per companyOne repeatable taskThree adaptable skillsNamed human sign-off
The task
From deck to evidence-backed decision support.
A task defines the inputs, steps, deliverable and guardrails so investors—and agents—can run the same job to the same standard.
- 01
Gather the inputs
Bring the company materials and your firm’s current investment-fit criteria into one defined task.
- 02
Run the fit rubric
Score the opportunity against written house criteria rather than a generic model’s judgement.
- 03
Require cited evidence
Attach a source and confidence level to every material claim; return unsupported claims for review.
- 04
Pass the human checkpoint
A named investor reviews the scorecard. The agent never makes the advance-or-pass decision alone.
- 05
Record the decision
Save the reviewed scorecard and its evidence to the pipeline so the process is repeatable and auditable.
The judgement layer
Skills are your house rules.
The kit separates a repeatable task from the firm-specific judgement that makes its output useful.
Evidence
Citation & Confidence Convention
A consistent rule for sourcing material claims and making uncertainty visible in every output.
Boundaries
Red-Flag List
Hard exclusions and stop-and-ask triggers that route risk and ambiguity to a human.
Guardrails
Automation with a clear boundary.
- The agent never contacts a founder or external party.
- Every material claim carries a source and confidence flag.
- Low-confidence claims are surfaced, never hidden.
- A named human always makes the advance-or-pass decision.
What’s in the starter kit
Make the workflow your own.
Use a task definition, scored fit scorecard and editable investment-fit rubric as a practical starting point—then version them as the firm learns.
Task definition
Inputs, steps, deliverable and guardrails in one runnable specification.
Fit scorecard
Criteria, evidence, confidence and reviewer notes captured consistently.
Editable rubric
Your thesis translated into weighted criteria and decision thresholds.
Open-library starter kit
Build one useful workflow first.
Request free AgenticInvestor access to get the kit and explore the wider task and skills library.
Request the starter kit