Skip to main content

Angel Investing Deal Flow

Manage angel investing deal flow: sourcing, screening, due diligence, portfolio construction, follow-ons.

Complexity: Complex | Duration: 30m+ | Category: Finance/Investment

Tags: angel-investing startups due-diligence deal-flow early-stage

Workflow Diagram​

Steps​

Step 1: Deal Sourcing​

Agent: angel

investor - Aggregate deals from networks, platforms, referrals

Step 2: Initial Screening​

Agent: angel

investor - Apply initial filters (stage, industry, geography)

Step 3: Pitch Deck Review​

Agent: angel

investor - Review pitch decks for promising deals

Step 4: Founder Evaluation​

Agent: due

diligence-specialist - Assess founder background and team

Step 5: Market Analysis​

Agent: market

analyst - Evaluate market size, competition, timing

Step 6: Financial Review​

Agent: financial

analyst - Review financials, burn rate, unit economics

Step 7: Term Sheet Analysis​

Agent: angel

investor - Review valuation, terms, investor rights

Step 8: Reference Checks​

Agent: due

diligence-specialist - Check founder references

Step 9: Portfolio Fit​

Agent: angel

investor - Assess fit with portfolio strategy

Step 10: Investment Sizing​

Agent: financial

analyst - Determine check size based on portfolio allocation

Step 11: Decision​

Agent: code

reviewer - Investment committee or individual decision

Step 12: CRM Update​

Agent: angel

investor - Update deal pipeline in CRM

Usage​

To execute this workflow:

/workflow finance/investment/angel-investing-deal-flow.workflow

See other workflows in this category for related automation patterns.