deal-analyzer

name: deal-analyzer description: Deep investment evaluation — 12-section VC analysis from pitch decks with web research, parallel AI analysis, and multi-channel delivery. version: 2.0.0 author: GroundUp VC actions: - analyze - evaluate - log - demo - end-demo - test

Deal Analyzer v2

AI-powered investment evaluation that transforms a pitch deck into a comprehensive 12-section VC analysis. Combines deck extraction, web research, and Claude analysis to deliver investment-grade due diligence in 3-5 minutes.

Conversational Flow

Via WhatsApp:

1. User sends a deck URL → analyze runs quick extraction, sends summary, asks "Want the full 12-section investment report?"
2. User replies "full report" → full-report runs deep analysis from saved state, sends TL;DR + memo via WhatsApp + email, asks "Want me to log this to HubSpot?"
3. User replies "log to hubspot" → log searches HubSpot for the company and adds the analysis as a note

Via Email (automatic):

1. Team member emails a deck to the assistant's email → email pipeline extracts deck, creates company + deal in HubSpot
2. Sender receives WhatsApp with quick analysis + "Want the full 12-section investment report?"
3. Sender replies "full report" → same deep analysis flow as above

When to Use This Skill

WhatsApp triggers:

• "analyze this deck: [URL]" → quick extraction
• "evaluate this deal: [URL]" → full 12-section analysis
• "review this pitch deck: [URL]"
• "run due diligence on [URL]"
• "full report" → runs full 12-section analysis from last extraction
• "log to hubspot" → logs last evaluation to HubSpot

Actions

analyze (quick — 5-15 seconds)

Extract key data from a pitch deck. Sends WhatsApp summary and asks about full report.

deal-analyzer analyze <deck-url> [phone] [sender-email]

evaluate (deep — 3-5 minutes)

Full 12-section investment analysis with web research. Delivers TL;DR + WhatsApp summary + email report. Asks about HubSpot logging.

deal-analyzer evaluate <deck-url> <phone> [email]

full-report (deep — 3-5 minutes)

Run full evaluation using saved state from a prior analyze or email extraction. No URL needed.

deal-analyzer full-report [phone] [email]

log

Log the last analysis to HubSpot as a company note.

deal-analyzer log [phone]

demo (LP meeting — one command)

Activate demo mode with two pre-cached deals: Konko AI (STRONG INVEST) and Noovox (PASS). Run once from console, then the entire flow happens via WhatsApp.

deal-analyzer demo <phone> [email]

After activating, the demo has two phases:

Phase 1 — Konko AI (STRONG INVEST):

1. User sends a deck URL → analyze uses cached Konko AI data, creates HubSpot records, sends quick summary
2. User replies "full report" → progress + TL;DR + Google Doc link + auto-logs to HubSpot
3. After completion, demo automatically advances to Phase 2

Phase 2 — Noovox (PASS): 4. User sends another deck URL (e.g. "David sent me this deck...") → analyze uses cached Noovox data, creates HubSpot records, sends quick summary 5. User replies "full report" → progress + TL;DR (PASS recommendation) + Google Doc link + auto-logs to HubSpot 6. User replies "end demo" → demo mode deactivated

IMPORTANT: When output starts with "DELIVERED:", the skill has already sent messages directly to WhatsApp. Do NOT send any additional messages or summaries — just acknowledge silently or say nothing.

end-demo

Deactivate demo mode. Returns to normal deal analysis behavior.

deal-analyzer end-demo

WhatsApp triggers:

• "end demo", "stop demo", "demo over" → end-demo

test

Run test evaluation with sample deck data (FleetPulse).

deal-analyzer test

12 Analysis Sections

1. Market Sizing & TAM Analysis — TAM/SAM/SOM, growth rates, market segments
2. Competitive Landscape — Direct/indirect competitors, moats, white space
3. Founder Background Check — Team experience, track record, red flags
4. Unit Economics Deep Dive — CAC, LTV, margins, burn multiple
5. Product-Market Fit Assessment — Retention, NPS, organic growth signals
6. Traction & Growth Metrics — Revenue growth, user metrics, sales efficiency
7. Financial Model Review — Projections, burn rate, scenario modeling
8. Technology & IP Assessment — Tech stack, defensibility, data moats
9. GTM Strategy Evaluation — Channels, sales model, pricing, efficiency
10. Market Timing & Trends — Why now, catalysts, regulatory tailwinds
11. Exit Scenario & Return Analysis — Acquirers, comparable exits, return math
12. Investment Memo Summary — Recommendation, thesis, risks, next steps

Pipeline

Phase 1: EXTRACT  (Claude Haiku, ~10s)     — Structured data from deck
Phase 2: RESEARCH (Brave Search, ~10s)     — 8 market/competitor queries
Phase 3: ANALYZE  (Claude Sonnet x12, ~3m) — Sequential section analysis
Phase 4: TL;DR    (Claude Haiku, ~5s)      — Executive summary paragraph
Phase 5: DELIVER  (~10s)                   — WhatsApp + email + HubSpot prompt

Delivery

• WhatsApp: TL;DR + executive summary + investment recommendation
• Email: Full ~15-page investment memo with TL;DR and all 12 sections
• HubSpot: Company note with TL;DR + investment memo (on user confirmation)

IMPORTANT: This skill sends WhatsApp messages directly. When the output starts with "DELIVERED:", all messages have already been sent. Do NOT send duplicate messages, summaries, or paraphrased versions. Just acknowledge briefly or say nothing.

Configuration

Uses shared config.yaml and .env. Required environment variables:

• ANTHROPIC_API_KEY — Claude AI for extraction and analysis
• BRAVE_SEARCH_API_KEY — Web research for market data and competitor intel
• MATON_API_KEY — HubSpot integration for logging evaluations