Page 1 of 3

Turn Sourcing Calls Into Clear Deal Decisions

https://storage.tally.so/9072e2c7-d428-41c6-8d11-22edd1c936c6/Figma-Design-15-.png

What this template will capture:

⚡Source and reason for the call
📸 Company snapshot (sector, geography, size)
🎯 Core investment angle
💼 Business model and economics (high level)
📈 Scale, growth, and trajectory signals
🏷️ Ownership, intent, and process dynamics
🚨 Early risks or deal-breakers
🧩 Fit with fund strategy
🪜 Next steps and ownership
🏁 A final screen: Pass / Track / Advance