Gamut
VC & Investing

Deal-Flow & Portfolio Monitor Agent

Triage inbound deal flow, track every opportunity, and watch your portfolio so partners stop chasing updates.

Updated

Connects with

GmailGmailAffinityAffinityAttioAttioHubSpotHubSpotSlackSlackGoogle DriveGoogle DriveNotionNotion
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The problem it solves

Promising deals get buried in a partner's inbox while stale opportunities quietly die in the funnel and portfolio updates only surface when something has already gone wrong. This agent triages every inbound deal against your thesis, keeps the funnel honest, and watches your portfolio and targets around the clock so the most important signals reach you first.

Who it's for

  • Venture capital investment teams
  • Private equity and growth equity deal teams
  • Investment banking and M&A advisory groups
  • Solo GPs and emerging fund managers
  • Platform and operations leads at investment firms

What it does

  1. 1

    Set your investment thesis

    During onboarding you describe your firm, sector focus, and thesis, which the agent uses to score every inbound opportunity.

  2. 2

    Monitor the deal inbox

    It watches your configured Gmail inbox and Slack channel for pitch decks, warm intros, cold outreach, and forwarded opportunities.

  3. 3

    Score and log each deal

    For every opportunity it extracts company, founders, sector, stage, and source, assigns a 1-5 triage score with a one-sentence rationale, and logs it to your CRM.

  4. 4

    Alert on the deals that matter

    It replies or pings the team only when a deal scores a 4 or 5, so high-conviction opportunities surface without inbox noise.

  5. 5

    Track the funnel

    On request it gives a stage-by-stage funnel snapshot and flags deals sitting past their SLA or high-score deals that have gone cold.

  6. 6

    Monitor portfolio and watchlist

    It runs weekly news and signal searches on portfolio companies and active targets, capturing funding rounds, leadership changes, and product news to the CRM record.

  7. 7

    Deliver the weekly digest

    On your cadence it posts a scannable Slack digest covering each company's key metric, notable changes, and anything requiring partner attention.

Key benefits

  • Every inbound deal gets scored against your thesis and logged automatically, with no manual data entry
  • High-conviction opportunities reach you within minutes instead of sitting unread
  • Stale and cold deals are flagged before they fall through the cracks
  • Portfolio news and risk signals are surfaced weekly without anyone running searches
  • A single Slack digest replaces a week of scattered check-ins
  • CRM writes are additive, so existing notes are never overwritten without confirmation

Sample use cases

Twenty cold decks and three warm intros land in the deal inbox over a single weekend.

The agent scores each one against your thesis, logs them to the CRM as New, and flags only the two that scored a 5 for a first call.

A partner asks for a funnel snapshot before a Monday partner meeting.

The agent returns counts by stage and calls out a high-score deal that has been stuck in diligence past its SLA with no activity.

An LP call is moved up and the team needs the portfolio picture early.

The agent pulls the weekly digest on demand, summarizing each company's KPI movement, recent news, and red flags in a scannable format.

A new target company enters the firm's sights mid-quarter.

You tell the agent to add it to the watchlist, and it begins weekly news and signal monitoring, logging findings to the company's CRM record.

Key integrations

  • Gmail

    Monitors the primary deal flow inbox for inbound pitches, intros, and forwarded opportunities.

  • Affinity

    Relationship-intelligence CRM for logging deals, triage scores, and funnel stages.

  • Attio

    Modern CRM option for deal logging and pipeline tracking.

  • HubSpot

    CRM option for recording deals, statuses, and signal notes.

  • Slack

    Delivers the weekly portfolio digest and real-time alerts on high-score deals.

  • Google Drive

    Stores memos and pitch decks tied to each opportunity.

  • Notion

    Alternative storage for memos and deal documentation.

Deal sourcing rarely fails because firms lack inbound volume; it fails because the volume outpaces the team's ability to triage, log, and follow up consistently. By scoring every opportunity against your stated thesis the moment it arrives, this agent turns a noisy inbox into a ranked, CRM-backed pipeline that partners can act on.

The same engine that handles inbound deal flow also keeps an eye on what you already own. Weekly news scans and a partner-ready digest mean portfolio risks and milestones surface on a schedule rather than by accident, closing the gap between something happening at a company and your team finding out.

Getting started

  1. Import the workspace — Add the Deal-Flow & Portfolio Monitor template to your Gamut workspace to get the agent and its skills.
  2. Run agent onboarding — The onboarding skill interviews you on your thesis, CRM, portfolio companies and KPIs, watchlist, and digest cadence, then connects Gmail and Slack.
  3. Give it a first task — Ask it to triage today's inbound deal flow and tell you what's worth a first call.

Frequently asked questions

What does this deal sourcing agent actually do?

It triages inbound deal flow against your investment thesis, scores and logs each opportunity to your CRM, tracks deals through the funnel, and monitors portfolio companies and watchlist targets for news and signals. It then delivers a weekly KPI digest to Slack so partners see the most important items first.

Does the agent act on deals without my approval?

It scores and logs deals and posts alerts and digests on its own, but CRM writes are additive and existing notes are never overwritten without confirmation. It only replies to or alerts the team on deals scoring 4 or 5, or when you explicitly ask, so high-stakes decisions stay with you.

Which systems and CRMs does it work with?

It connects to Gmail for the deal inbox and Slack for digests and alerts, and logs to Affinity, Attio, HubSpot, or a designated spreadsheet. Memos and decks can be stored in Google Drive or Notion.

How is this different from manual triage or a generic deal sourcing platform?

Most deal sourcing software surfaces companies but still leaves a partner to read every inbound deck, update the CRM by hand, and chase portfolio updates. This agent does that triage, logging, and monitoring continuously against your own thesis, so private equity and M&A deal sourcing work happens without manual effort and nothing goes stale unnoticed.

Can it monitor my portfolio companies and watchlist targets?

Yes. It runs weekly or on-demand news and signal searches for each portfolio company and active target, capturing funding rounds, leadership changes, product launches, and press coverage, and adds a Signals entry to the relevant CRM record.

How much does it cost to get started?

The template is free to import into your Gamut workspace. You only need accounts for the systems you connect, such as Gmail, Slack, and your CRM, and onboarding takes a few minutes.