Substrate Labs8.4
Series A
PDPreston$8M
DealFilter scores every inbound founder pitch against your fund’s actual thesis and delivers one ranked digest to your inbox every evening. Active deals, portfolio, and a morning briefing follow.
Every inbound founder pitch hits the same five dimensions — weighted to how your firm actually invests, not a generic rubric. Confidence interval included so you know how much weight to put on it.
Pitches that clear your bar surface first, with full investment memos attached. Below-threshold pitches are scored, filed, and out of your way until you ask. This is the email you actually open.
| # | Company | Stage | Score | Th · St · Mk · Tm · Tr | Confidence | Status |
|---|---|---|---|---|---|---|
| 01 | Substrate Labs | Series A | 8.4 | Th St Mk Tm Tr | High | Memo ready |
| 02 | Northbeam Capital | Seed | 7.1 | Th St Mk Tm Tr | Medium | Above threshold |
| 03 | Halcyon Robotics | Series B | 6.8 | Th St Mk Tm Tr | Medium | Watchlist |
| 04 | Quartile Health | Pre-seed | 5.9 | Th St Mk Tm Tr | Low | Below threshold |
| 05 | Linework AI | Seed | 5.2 | Th St Mk Tm Tr | Medium | Below threshold |
Delivered at 6am every day. Scout reads everything overnight and writes you a one-paragraph editorial — what cleared threshold, which active deals need a nudge, which portfolio companies are due an update, and one calibration question that quietly tunes the model against your judgment.
Three inbound deals cleared threshold overnight. The one worth opening first is Substrate Labs — Series A, robotics warehouse OS, thesis-fit 9.2. Lumino needs a reply by Friday; the partner-meeting summary you wrote Tuesday already flagged the open question on retention. Helix is interesting but the founder claim on regulatory timing reads thin — worth a 15-minute call before the memo.
You’ve seen six fintech infra pitches this week, up from a 2-per-week baseline. Three name the same incumbent. Worth a thesis check?
To help me score future pitches more like you would: on the Helix deal, how heavily should the founder’s prior regulatory experience factor in?
The deals you’re chasing and the companies you’ve backed — same workspace, same context. Pull a pitch into your pipeline; once you wire, it moves to portfolio.
Scout knows your thesis, every pitch in your inbox, your active deals, and your portfolio. Thesis AI lets you calibrate the scoring model against the decisions you’ve actually made.
Today’s calibration
On the Helix deal, how heavily should the founder’s prior regulatory experience factor in?
Your answer tunes the model · One question per briefing
Most funds start their day inside someone’s Gmail. DealFilter replaces that with one editorial-grade digest delivered to the partnership at 5pm.
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Five dimensions weighted to how your firm invests, not a generic rubric. Confidence interval on every claim so you know what to trust.
Top of the queue first. Anything above threshold ships with a full memo — context, risks, references, and the seven questions to open the first call with.
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