Deal Screener Flow

AI-Powered Deal Screening and Valuation for Energy M&A

Transform raw deal teasers into structured, decision-ready intelligence in under five minutes. Upload a PDF and shapefile and get KPI extraction, valuation benchmarking against 35,000+ M&A comps, strategic fit scoring and a clear recommendation. All on Enverus ONE™.

< 5 Min From teaser upload to recommendation — not days

35,000+ M&A comps powering every valuation benchmark

5-6 Deals batch-processed simultaneously with equal depth

100% Traceable — every KPI, comp, and weight recorded

The Challenge

Good Deals Don't Wait.

Your Screening Process Does.

A single teaser review — pulling production data, running comps, validating seller claims, building a screening memo — takes 4–8 hours across multiple tools. When 5–10 teasers arrive in a week, good opportunities get missed because they were sixth in the queue.

Before Deal Screener

  • 4–8 hours per teaser across fragmented tools
  • Manual comp pulls from multiple databases
  • Seller claims taken at face value during initial screen
  • Screening lives in personal spreadsheets
  • Each deal starts from zero — nothing compounds

With Deal Screener

  • Upload to recommendation in under 5 minutes
  • 35,000+ comps applied automatically
  • Seller claims cross-referenced against market data
  • Every run saved to Library with full traceability
  • Batch 5–6 deals — screen at the pace they arrive

Pain Points Solved

Teaser Overload

Deal teams can’t manually screen every inbound package at the pace M&A markets demand. Opportunities go stale.

Unchecked Seller Claims

Teasers are marketing documents. Without immediate access to independent data, teams take seller narratives at face value.

Fragmented Workflows

Comp pulls from one tool, production lookups from another, fit assessments in email threads — nothing is traceable.

Black-Box AI Extraction

Generic AI guesses at data and moves on. Deal Screener confidence-scores every KPI so your team knows what to trust.

How It Works

Four Steps.

One Workflow.

Deal Screener replaces fragmented, multi-tool screening with a single agentic workflow — from raw teaser to board-ready recommendation.

  1. Upload
    Drag-and-drop deal teaser PDFs and shapefiles. Batch process 5–6 deals simultaneously. Text-native and scanned documents supported via OCR.

  2. Extract
    AI classifies deal type — Asset, Corporate, or Royalty — and pulls every available KPI with confidence scoring: HIGH, LOW, or NEEDS VERIFICATION.

  3. Analyze
    Strategic fit scoring across 5 buyer-configured dimensions. Enverus-powered valuation benchmarking. Gap analysis between seller claims and market data.

  4. Recommend
    A clear STRONG FIT / MODERATE FIT / WEAK FIT / NO-GO recommendation. Ranked diligence checklist and flagged risks — saved to your Library.

Capabilities

Build for How Energy Deal Teams Actually Work

Enverus Data as the Analytical Engine

Cross-references seller claims against 35,000+ M&A transactions, daily-refresh production data, and type curve libraries. For midstream targets, connects production trends, basin exit dynamics, and pipeline utilization. The output is an independent market view — not a teaser summary.

Built for Energy Deal Structure

Adjusts screening logic, comp methodology, and valuation benchmarks based on deal type. Adapts to upstream and midstream targets through the same workflow — Asset, Corporate, or Royalty.

Confidence Scoring on Every KPI

Every extracted data point is tagged HIGH, LOW, or NEEDS VERIFICATION. Low-confidence items route to the diligence checklist, not silent assumptions. Critical for IC governance and bid processes that require auditability.

Market-Anchored Valuation

Produces an NAV comparing Enverus View to Seller View, with automatic gap analysis showing where the two diverge. No manual scenario configuration required — surfaces the risk in minutes.

Batch Screening at Deal-Flow Pace

Process 5–6 deals simultaneously with equal depth. One batch summary report across all active opportunities — compare upstream packages against midstream alternatives in the same view.

Enterprise-Grade Security

Built on the Enverus ONE security foundation — SOC II compliant with isolated tenancy. Your proprietary deal documents never touch public models. Role-based access controls ensure the right teams see the right deals.

Business Impact

Screen Everything That Comes In.

Miss Nothing Worth Pursuing.

< 5 Min

TIME TO RECOMMENDATION

What previously required 4–8 hours of analyst time across multiple tools is completed in a single agentic workflow — from upload to decision-ready output.

5-6x

SCREENING THROUGHPUT

Batch process deals simultaneously. Screen at the pace opportunities arrive instead of triaging by gut.

100%

AUDITABLE TRACEABILITY

Every saved run records teaser version, weights applied, comps used, and confidence scores. IC-ready from the moment the report is generated.

Who It's For

Built for Every Team That Screens Deals

A&D Teams at E&Ps

Screen more inbound deals per week without adding headcount. Eliminate shadow spreadsheets and inconsistent comp pulls. Get to PASS/FAIL on upstream packages in minutes, not days.

Midstream Operators

Evaluate gathering system bolt-ons, pipeline acquisitions, and processing plant opportunities against basin production trends and utilization data. Validate seller throughput claims before committing capital.

Private Equity & Financial Sponsors

Stress-test seller claims against market data during initial screen. Compress time from teaser receipt to investment committee memo. Screen upstream and midstream targets through the same auditable workflow.

Investment Banks & Advisors

Rapidly assess deal viability across sectors for clients. Deliver data-backed screening memos anchored in Enverus market intelligence that hold up under scrutiny from buyers and lenders alike.

Enterprise-Grade Security

AI Innovation Without Governance Risk

Security is not a feature — it’s the foundation. Enverus ONE is built for high-consequence energy transactions, and Deal Screener is no exception.

  • SOC II Compliant
  • Isolated Tenancy
  • RBAC Controls
  • Your Data Stays Yours
  • No Public Model Exposure

Ready to Screen Deals

at the Speed They Arrive?

Upload your first teaser and go from static PDF to decision-ready intelligence in minutes. No setup. No commitment required.