Revolutionizing Startup Screening with AI & Automation

In the fast-paced world of venture capital and startup scouting, the screening process can be overwhelming. Reviewing pitch decks, evaluating ideas, and following up manually eats up valuable hours—time better spent on strategic conversations.

That’s why we built an AI-powered automated startup screening system that transforms the way early-stage ventures are evaluated. Whether you're an incubator, VC fund, or startup accelerator, this system offers a frictionless, scalable, and intelligent way to assess applications and engage with founders.

🚀 How It Works

Here’s a breakdown of the fully automated screening process:

📩 Step 1: Intake via Typeform

Startups begin by submitting their details through a simple Typeform. The form gathers key inputs like founder bios, startup stage, market details, traction, and optionally—a pitch deck upload.

📑 Step 2: AI-Driven Pitch Deck Analysis

If a pitch deck is uploaded, it is processed using OpenAI’s Vision model, which extracts and summarizes relevant information including:

• Problem & Solution

• Market Size

• Business Model

• Competitor Landscape

• Team Background

• Traction Metrics

This reduces the need for manual reading and interpretation, allowing you to review only the most promising applications.

🤖 Step 3: Evaluation Across 6 Key Investment Criteria

The system then uses custom GPT agents to score the startup across six essential VC benchmarks:

1. Market Opportunity

2. Founding Team

3. Product Innovation

4. Traction & Metrics

5. Competitive Edge

6. Business Model & Scalability

Each criteria receives a score from 0–20, generating a total score out of 120. This allows for consistent, unbiased evaluation across all submissions.

📊 Step 4: Score Logging in Notion

All results—including extracted insights and AI evaluations—are automatically stored in Notion. This central database acts as your living CRM for deal flow and provides filters to sort high-potential startups.

The Notion integration also triggers the next steps based on the total score.

📧 Step 5: Automated Follow-Up Based on Score

• Score > 70: A personalized email draft is generated for the investment team, summarizing why the startup is worth reviewing. The email includes their pitch summary, score breakdown, and a calendar link for further discussion.

• Score < 70: The system sends a kind, constructive email inviting the founder to book a 30-minute feedback call. This not only adds value to the founder but also nurtures long-term relationships.

💡 Why It Matters

• ⚡ Speed Up Screening: Reduce decision-making time from days to minutes.

• 🧠 Unbiased Evaluation: AI removes human bias and applies a uniform benchmark.

• 💬 Smart Communication: Tailored email responses build professionalism and trust.

• 🔄 Fully Automated Workflow: Set it once and watch the system handle submissions effortlessly.

🔧 Tools Behind the Magic

• Typeform – Intake & data collection

• OpenAI GPT & Vision API – Deck parsing, scoring, and communication

• Make.com – End-to-end workflow automation

• Notion – Dynamic startup database and score tracker

• Calendly – Automated call scheduling links

🧠 Final Thoughts

At Codex Solutions, we believe automation shouldn’t remove the human touch—it should enhance it. This system gives investors more time to do what matters most: building relationships, mentoring founders, and making smart bets.

If you’re a fund, incubator, or scout looking to scale your deal flow screening with intelligence, this is the automation you need.