Deal screening board for your investment team's morning triage

Build me a deal screening board my investment team opens every morning to triage new funding activity, so we stop scrolling Crunchbase saved searches.

The main view is an Inbox tab listing funding rounds announced in the last 7 to 30 days that match our thesis filters: round type, sector categories, country, and a round size floor. Fetch them with Crunchbase Search Funding Rounds, with columns for company, round type, amount raised, lead investor, total raised to date, and headcount. Crunchbase search supports AND logic only across predicates, uses keyset pagination with after_id at a default page size of 50, and is capped at 200 requests per minute, so page through results as I scroll or ask for more rather than pulling everything on load.

Clicking a row opens a detail panel for that company. Build it from Crunchbase Lookup Organization for the company profile, Get Entity Card for founders, prior funding rounds, and current investors, and Search Investments for the current round so I can see who led versus who merely followed.

Every company I triage is written to an Airtable deal flow table as Pass, Watch, or Meet, along with my note, the date, and my name. Use Airtable Create Records when the company is not yet in the table and Update Record when an existing company's status changes. Store the funding round identifier and its announced date on the record as well, since those drive the resurfacing rule. Airtable accepts at most 10 records per create or update call and limits each base to 5 requests per second, so batch writes accordingly.

On load the board reads that table with Airtable List Records, so anything already triaged drops out of the Inbox and appears under a Reviewed tab instead, showing the status, who triaged it, their note, and the date. Airtable list responses are offset paginated, so keep following the offset until the table is fully read.

Never show a company twice once it has been passed on, unless it raises a newer round. Compare the announced date of each incoming round against the round stored on that company's Airtable record: if the incoming round is more recent, return the company to the Inbox flagged as a re-raise with the previous decision and note visible, and otherwise keep it hidden.

A Share button in the header posts the day's Meet and Watch shortlist into our partner Slack channel using Slack Bot Send a Message, with the company, the round, and one line of reasoning per company. Let me preview and edit the message before it goes out.

Keep saved thesis presets switchable from the header, for example "seed and Series A, B2B software, US and UK, over 2 million dollars", and let me add, rename, and edit presets. Bake in per-user behavior so each triager sees who claimed a company and what they wrote, and so my own pending decisions read as distinct from my partners'.