Initial screen
Sourcing & Screening
Decide what deserves the team’s next hour.
“When a CIM arrives, help me decide whether this deserves another hour of the team’s time — using both the opportunity in front of me and what our firm already knows.”
A CIM lands in the inbox. An associate spends the rest of the day rebuilding context the firm has already learned somewhere else. Rounic makes the first pass the moment the document arrives.
- 1 Extract the opportunity
Company, sector, transaction, revenue, growth, margin, customer concentration, and the stated investment highlights — pulled from the document with each figure linked to its page.
- 2 Test it against your criteria
Firm-fit analysis against the investment criteria you actually configured, citing the criterion behind each judgement rather than an opaque score.
- 3 Bring your own history
The closest historical analogues from the firm’s record, why they are similar, where they differ, what you decided, and what happened next. Prior-look detection flags the companies that have crossed your desk before.
- 4 Start the risk register
An initial risk list and the first set of questions to put to the banker — grounded in the sector work your firm has already done.