Screener Agent
Turn deal materials into a clean, cited screening memo. Attach CIMs, OMs, and memos — the agent runs a standardized checklist and produces a decision‑grade report you can export or turn into a deck.
From docs to a decision memo
A checklist‑driven agent that synthesizes your deal materials into a consistent, cited screening report — ready to share, export, or convert into a deck.
Checklist‑driven consistency
Runs a standardized checklist over CIMs/OMs to produce the same sections every time. Uses LegoBlocks prompts for structure and completeness.
Cited and auditable
Each claim is sourced with inline citations. Click through to the underlying page or web source to validate in seconds.
Export and share
Export clean PDFs or DOCX. Build a presentation directly from any report with Deck from Report.
Works with your files... and the web
Attach CIMs, OMs, and memos to ground the memo. When enabled, the agent also runs targeted web checks to add market baselines, with sources cited.
See a Screener Memo End‑To‑End
We’ll walk through attachments, checklist execution, citations, and exports — live.