# 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.