What goes in. What comes back.
Yellowwood works from the materials you already receive and returns structured analysis your team can use immediately.
What goes in
Decks and teasers
CIMs and lender packages
Data room materials
Rent rolls and operating files
Company follow-up information
What comes back
Triage Card
Internal Deal Memo
Free company Snapshot Report
Tailored diligence checklist
One continuing company record
From first look to next step
01
Share the materials
Yellowwood starts with the materials already in your workflow, including decks, CIMs, teasers, lender packages, rent rolls, and related files.
02
Review the Triage Card
Yellowwood returns a structured first look with thesis fit, key facts, gaps, and recommended next steps.
03
Choose how to proceed
Your team decides whether to pass, monitor, invite, or continue internally. Yellowwood never acts on your behalf without your direction.
04
Verify and deepen diligence
Yellowwood creates an internal Deal Memo for your team and a free Snapshot Report for the company. The company keeps the Snapshot Report. It gives management a chance to verify what was pulled from their materials and provide the additional information your team needs for diligence.
05
If you pass, keep the opportunity alive
If the company opts in and fit is stronger elsewhere, Yellowwood can surface the opportunity to other relevant members for potential introductions rather than letting the deal disappear after one pass.
06
Keep one company record
The same company record stays intact as the opportunity moves through the workflow, so context does not have to be rebuilt from scratch.
Once you're comfortable, more can be automated
Yellowwood provides the option to automatically pass on deals under a certain threshold, and to automatically send emails to companies. Once you're comfortable with Yellowwood's screening capabilities and how it writes emails, turn on the automations to save even more time.
