How an Investment Analyst at Point Nine Could Automate Deal Flow with DealoAgent

NOTE: This is a hypothetical case study exploring how an Investment Analyst at Point Nine could leverage DealoAgent.AI. Point Nine is a real, world-class venture capital firm specializing in B2B SaaS, but this scenario involving 'Moritz' is imagined to illustrate DealoAgent's capabilities.

At **Point Nine**, the 'SaaS guys' are known for their data-driven approach and legendary napkin math. But even the most analytical minds in Berlin face a common enemy: the sheer volume of the early-stage funnel. For a firm that prides itself on deep sector expertise, the administrative overhead of managing thousands of inbound decks can become a bottleneck to true insight.

The Challenge: The Manual SaaS Funnel

Meet **Moritz**, a hypothetical Investment Analyst at Point Nine. Moritz is tasked with surfacing the next generation of B2B SaaS unicorns. However, his daily reality is often less 'strategic thinking' and more 'data janitoring'.

Before DealoAgent, Moritz's workflow was plagued by classic VC operational friction:

• **Manual Data Entry**: Moritz spent hours every week copy-pasting ARR, burn rates, and founder bios from pitch decks into their CRM. A single typo meant a potential unicorn could be filtered out incorrectly.
• **Fragmented Deal Flow**: Information was scattered across email threads, Telegram chats with scouts, and shared Google Drive folders. Getting a unified view of a founder's history required hours of manual compilation.
• **Slow Due Diligence**: When a Partner asked for a competitive landscape of the 'Vertical AI' space, Moritz had to spend days Googling, reading reports, and manually building tables. By the time it was ready, the 'hot' deal was often being closed by a faster firm.
• **Superficial Research**: With 50+ new decks arriving weekly, Moritz could only afford 5-minute skims. He lived in constant fear of missing a critical detail—like a hidden competitor or a subtle market shift—simply because he lacked the time for deep dives.
• **Complex Tools**: Their legacy CRM required complex filters and endless clicks just to find the status of a follow-up. Morley spent more time managing the software than analyzing the businesses.

I'm supposed to be finding the future of SaaS, but I spend most of my day acting as a human bridge between PDFs and database fields. I need to get back to the thesis, not the data entry.

The Transformation: AI-Powered Intelligence

In this hypothetical shift, Moritz integrates **DealoAgent** into the Point Nine deal flow. The transformation is immediate, moving from a reactive manual process to a proactive intelligence engine.

1. Automated Ingestion & Instant CRM Hygiene

Now, when a founder emails a deck or a partner forwards a lead, Moritz doesn't touch the CRM. DealoAgent picks it up automatically:

• **Automated Ingestion**: The AI extracts team details, market size, and traction data, populating the CRM with near-perfect accuracy.
• **Contextual Hub**: Every email, attachment, and messenger update is automatically linked to the deal, providing a single source of truth without manual tagging.

2. Instant Landscapes and Deep Research

When a new 'AI CRM' startup pitches, Moritz doesn't start a Google search. He simply asks DealoAgent:

Show me the competitive map for this lead. Highlight their pricing vs incumbents and any mentions in recent news.

DealoAgent generates an **Instant Landscape** table in seconds. Furthermore, the **Deep AI Research** feature autonomously scans the founders' backgrounds and market size claims *before* Moritz even opens the deck, delivering a concise 'Memo Lite' to his inbox.

3. Conversational Intelligence

Instead of navigating complex dashboards, Moritz chats with his data. 'Draft a follow-up asking about their CAC payback period' or 'Compare this founder's previous exit to this market size'—the AI understands the context of Point Nine's specific investment thesis and executes instantly.

The Hypothetical Impact

Conclusion

For a firm like Point Nine, the advantage lies in being the first to understand a new SaaS category. By offloading the operational 'grunt work' to DealoAgent, Moritz can focus on what actually moves the needle: building relationships with founders and making high-conviction bets. He moves from being a data processor to a true strategic partner for the next generation of SaaS leaders.