A capital decision tool
Before you
invest,
ask better
questions.
A free, 3–5 minute pre-diligence check for private business and fund opportunities. Turn a pitch into the questions and evidence gaps to resolve before you spend more time or diligence fees.
Free · 3–5 minutes · No account · No email
Not full due diligence. No investment recommendations.
01 / The perspective
Return is only
one number.
Upside
What has to go right?
Downside
What if it doesn’t?
Liquidity
How does capital come back?
Alignment
Who benefits, and when?
Optionality
What are you giving up?
02 / The decision brief
You bring the opportunity.
The filter helps you see
what you may be missing.
A concise pre-diligence brief: the case as presented, plausible downside, what is known, claimed, assumed or missing, five questions to ask next and the documents to request.
What looks strong
What needs proof
What to ask next
03 / Why I built it
25+ years of operating businesses, owning equity, investing capital, taking risk and learning from expensive mistakes.
“I spent 25 years learning how to make money. Operating businesses taught me how value is created. Investing — and losing capital — taught me that deciding what deserves your money is a different skill. The Deal Filter is the short list of questions I wish I had asked earlier.”
Serge El Dfouni
Co-Founder, Sunset Hospitality Group | 115+ venues | 26+ countries | Author, MindvestorBefore capital moves, ask better questions
Don’t start with: “How much can I make?”
Start with:
“What happens
if I’m wrong?”
Check a deal Your decision. Your device.
Your answers and decision memo are saved in this browser on this device, not sent to us. You can clear your analysis at any time. Avoid sensitive or confidential details, especially on shared devices. Funnel activity stays in this browser too; it is not a site-wide conversion report. Hosting may measure page visits separately, without receiving your deal answers. Email opens your mail app only when you choose to share a summary.