Find the deals worth a call before your inbox buries them.
If more decks arrive than you can read closely, the Deal Finder sorts them against your own criteria first. You drop the decks in. It does not connect to your email.
Sort decks and draft sponsor questions.
Covered by the Make-It-Right Promise
Educational tool. It sorts by your criteria and open questions. It does not recommend any deal.
You decide what a good fit looks like.
Then the Deal Finder:
Sorts each deck against your own buy box
Pulls seven key facts from every deck
Lists what is missing
Drafts the questions to ask each sponsor
Keeps a log of your pipeline
When I worked in brokerage selling commercial real estate, I was sending offering materials to principals, and the complaint I heard most was volume: hundreds of submissions a day. They didn't see the email I sent with the opportunity to buy the property we were marketing. Unfortunately, good deals get lost in volume.
Todd Higley
Founder | The Investors Collective
Simplify Your Deal Screening
How it works
You drop the decks you want sorted into the tool. It does not connect to your email. It reads each deck against your own criteria, pulls seven key facts and puts the deal in one of four groups: Matches your criteria, Ask about structure, Needs information or Parked. It tells you what is missing, drafts sponsor questions in plain sentences you can paste into an email, and keeps a log of your pipeline.
Heavily levered deals
When a deal looks heavily levered, it shows what changes if you added equity to lower the leverage. It also gives you questions to ask the sponsor about loan terms beyond the rate: prepayment, extension tests, cap length and more. It shows its work, so a second AI can check it.
Under an NDA
Use the Fact Sheet. You type about 30 facts into a sheet with no names in it instead of uploading the document. Read your NDA first, since the facts you type still go to the AI tool you use.
Covered by the Make-It-Right Promise
Sample output from invented decks. Groups follow your own criteria and open questions. They are not a ranking of deal quality. Educational only; verify every number against the source documents.
What you get
The Deal Finder skill
The Deal Fact Sheet
The Buy Box Worksheet
A guide on NDAs and AI tools
A sample batch of four invented decks with results
A Quick Start guide
Which AI tools
Built and tested in Claude. Setup for ChatGPT and Claude Projects is included. It runs on your own AI account.
Who it is for
Investors who screen many decks at once and want a first filter set by their own criteria. It works on its own. You do not need the Toolkit.
Who it is not for
Anyone looking for a recommendation on a specific deal. No tool here gives one.
What it will not do
It sorts by your criteria and open questions. It never recommends a deal.
READY TO GET STARTED?
Get the Deal Finder.
Start clearing your backlog of deals, by sorting each deck against your own buy box and drafting the questions to ask each sponsor.
NEED SOME ANSWERS?
Frequently asked questions
The Deal Finder runs on your buy box, not mine. You set the hard criteria that park a deal and the soft criteria that open a question about structure, and the sort follows your rules. The Buy Box Worksheet walks through the twelve questions if you are still working out your own.
It runs on your own AI account. Some features, such as skills or Projects, may need a paid plan, and free accounts may limit file size and uploads, so check yours before you buy. The Quick Start shows a fallback if you cannot find a setting.
Read your NDA first. The Fact Sheet lets you type about 30 facts, with no names, instead of uploading the document, but the facts you type still go to whatever AI tool you use. A guide is included.
No. You drop the decks into the tool yourself.
That is common. The tool lists what is missing and drafts the request. Missing is not treated as a failed test.
No. It sorts each deck into one of four groups by your own criteria and open questions, and drafts what to ask. A deck in “Matches your criteria” is not a safe or good deal. It only means your must-haves are met.
Email support@investorscollective.co within 14 days of purchase. Under the Make-It-Right Promise we will help you get the tool working or learn to apply it. Support covers how the tool works only. We do not review your deals or give investment, financial or legal guidance. Sales are final on download.
Read the Make-It-Right Promise.
READY FOR THE NEXT STACK?
Sort the pile first. Read closely the decks that earn it.
Your criteria, applied the same way to every deck, with the questions ready to send.
Deal Finder for Investors
$77
USD plus applicable tax
Covered by the Make-It-Right Promise
What you'll get:
the skill, Fact Sheet, Buy Box Worksheet, NDA guide, sample batch and the Quick Start guide.
Not ready to buy?
The free pack is a good place to start.
P.S. The Deal Finder sorts decks by your own criteria and drafts your questions. It does not recommend any deal. If you get stuck, the Make-It-Right Promise covers technical and instructional help.
The Investors Collective sells educational tools to both investors and sponsors, may be paid flat fees by sponsors, and does not recommend specific offerings. You run every tool on your own documents. Educational use only. This is not investment, legal or tax advice, and not an offer or solicitation for any security. No output is a recommendation or a yes or no on any investment. AI can make mistakes. Verify every number against the source documents. The Investors Collective and its affiliates shall not be held liable for any financial losses, damages, or missed opportunities resulting from the use of these tools, templates, or educational materials.