Generate Startup Deal Briefs
Conduct deep due diligence research on startups and generate a structured deal intelligence brief tailored to your investment or partnership role.
The Deal Intelligence Brief workflow streamlines the process of researching startups and summarizing key insights into a clear, structured investment brief. It gathers detailed due diligence data using AI-driven web search, then crafts a tailored report suitable for venture investors, angels, or corporate development teams.
It performs several key steps:
- Triggers on incoming startup information via a webhook.
- Uses an AI research agent to perform deep, structured due diligence on the startup, covering founders, business model, traction, funding, competitors, risks, and recent developments.
- Merges the original input data and research results into a single object.
- Processes this combined data with a custom script to organize the fields needed for final analysis.
- Feeds the organized details into another AI model that writes a precise Deal Intelligence Brief, tailored to the requestor's role.
- Outputs the final brief in clean Markdown format.
What You Need
- A Needle platform account with permissions to create workflows.
- Access to Needle's AI connectors.
- An active webhook endpoint to initiate the workflow with startup data inputs.
- Internet access enabled for AI components to search and browse web pages during research.
How The Flow Works
| Component | Description |
|---|---|
| Webhook Trigger | Receives startup information such as name, website, funding stage, and user role. |
| AI Research Agent | Executes a step-by-step web search to collect factual startup details including founder backgrounds, traction, and red flags. |
| Merge Node | Combines incoming webhook data and the research findings into one structured object. |
| Code Node | Runs JavaScript to extract and align the startup inputs and research text for the brief generation. |
| Deal Brief Writer | Uses an AI model to transform all gathered data into a well-organized Deal Intelligence Brief containing no generic filler. |
Expected Output
At the end of the run, you receive a comprehensive, role-specific Deal Intelligence Brief formatted in Markdown. This brief highlights startup strengths, risks, market context, and investment recommendations in a detailed and actionable format.
Important Notes
- The quality of the results depends heavily on the accuracy of the initial input data.
- The research AI relies on publicly available information and explicitly notes missing data when needed.
- The workflow is optimized for venture capital contexts but can be easily adapted by editing prompts for other roles or specific industries.
Want to showcase your own workflows?
Become a Needle workflow partner and turn your expertise into recurring revenue.