AI for Deal Screening

Use this setup to evaluate startup pitches automatically using your fund's investment thesis and criteria. This guide will help you configure Humble AI to assess alignment, stage fit, and recommend next steps (Proceed or Pass).

• A Humble AI account

  Sign up at humbleai.com if you don't already have an account

• Assistant Builder

  Available in your Humble AI dashboard

• (Optional) Slack Integration Setup

  For automating the screening of pitches shared in Slack

• (Optional) Zapier or Make

  For connecting with other tools in your stack

1. 1

   Go to the Assistant Builder

   Log in to your Humble AI account and navigate to the Assistant Builder section in the dashboard.

   
2. 2

   Click "+ Create Assistant"

   Look for the "+ Create Assistant" button, typically located in the top-right corner of the dashboard.

3. 3

   Give it a name

   Name your assistant something descriptive like "Deal Screener" or "Investment Thesis Evaluator".

4. 4

   Paste the prompt into the description field

   Copy the prompt template from the section below and paste it into the assistant's description field. Customize the investment thesis and criteria to match your fund's specific focus.

   Pro Tip:

   You can use the modular prompt sections to customize different aspects of your assistant's behavior without having to rewrite the entire prompt.

5. 5

   Save and test your assistant

   Save your assistant configuration and test it by pasting a pitch or short description of a startup. Verify that the output matches your expectations and refine the prompt as needed.

6. 6

   (Optional) Add integrations

   Set up Slack or Typeform integration to automate the processing of incoming pitch messages. This allows your assistant to automatically screen pitches as they come in.