Integration
Pitch Deck Parsing — Custom AI for Deal Flow
Turn the inbound deck deluge into structured, screenable data — AI that reads each pitch deck and writes the metrics, team and traction straight into your CRM.
Pitch-deck parsing software uses AI to read inbound decks and extract the data a deal team screens on — financials and traction, team, market, ask — into structured fields in your CRM, so partners review a consistent summary instead of opening every PDF, and nothing in the inbound flow gets missed.
The problem
The inbound is bigger than the analyst hours
Decks arrive in every shape — slides, PDFs, links — and screening them is manual: open it, find the metrics, judge the team and market, log it. The top of the funnel is capped by how many an analyst can read, so coverage suffers and good deals get missed because the deck sat unopened.
We build parsing tuned to decks: the AI reads each one, extracts the financials, traction, team, market and ask, and writes a consistent structured summary into your CRM. Partners screen a uniform record; analysts spend their judgement on the promising ones, not on data entry.
The solution
Where automation removes the friction
Consistent, structured, and into your CRM
The value is consistency: every deck reduced to the same fields, so screening is comparing like with like. Extraction writes straight into Affinity (or your deal CRM) against the fields your firm tracks, and low-confidence reads route to a human so the data stays trustworthy.
Private to your firm
Runs inside your environment; founders’ confidential materials never leave your boundary or train a public model, with access controls and logging throughout.
Example workflows we build
- Inbound deck detection (email, portal, links)
- Extraction of metrics, team, market, traction & ask
- Consistent structured summary per deck
- Write-back to Affinity / deal CRM
- Human review on low-confidence reads
The results
The commercial impact
Our approach
From manual to automated
- 01Define your screening fields
We map what your firm screens on, so extraction targets the metrics and signals that matter.
- 02Build deck extraction
AI parsing of decks (slides, PDFs, links) into structured fields, grounded in the source.
- 03Write to your CRM with review
Structured summaries written to Affinity/your CRM; low-confidence reads routed to a human.
- 04Deploy securely
Go live inside your environment with access controls and audit logging.
Why a custom build beats off-the-shelf
- Extraction tuned to the fields your firm screens on.
- Consistent summaries make screening compare like with like.
- Writes into your CRM, not a separate silo.
- Confidential founder materials stay in your environment.
Frequently asked questions
What does it extract from a deck?
The data you screen on — financials and traction, team, market, and the ask — into consistent structured fields, so every inbound deck becomes comparable.
Does it write into Affinity?
Yes — extracted summaries are written straight into Affinity or your deal CRM against the fields your firm tracks, with low-confidence reads routed to a human.
Can it handle any deck format?
Slides, PDFs and links are all in scope; the parser is built for the variety of real inbound rather than a single template.
Is founder data kept confidential?
Yes — it runs inside your environment with access controls and logging; confidential materials never leave your boundary or train a public model.
How long does it take?
Most deck-parsing builds go live in 4–6 weeks depending on CRM integration depth.
What does it cost?
Engagements are fixed-price and scoped to the outcome. Every engagement is fixed-price with ROI targets agreed up front, backed by our 90-day ROI guarantee. Book a free audit for a clear price and ROI estimate.