Vaystro Deal preparation

Screen deals using your investment logic

Which deals fit your fund best?

Vaystro ranks each batch using your mandate and resources. Every company comes with a reason to care, where your fund can help, and a next step.

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Company quality tells you whether to care. Investor fit tells you where to focus.

01 - From a batch to a clear follow-up order
01 - From a batch to a clear follow-up order

01

From a batch of deals to a fund-specific follow-up order

A deck is only the starting point. Vaystro turns a batch into a queue that shows what fits this fund, what matters in the market, and what to do next.

This is your fund's follow-up order, not an absolute company-quality ranking.

Intake · 4 sources → One read

As it arrives

  • PDF Pitch deck, 28 slides
  • MSG Founder emails, two threads
  • NOTE Partner's call notes, partial
  • LINK Data room, incomplete

As a read

  • CompanyWhat it does, in one paragraph
  • NicheExact segment and why it matters now
  • FitWhy it fits this fund
  • ConfirmWhat still needs confirmation
  • ActionFollow up, watch, or pass

02

Understand the exact niche and why it matters now

"Semiconductors" is not a niche. Vaystro reads each company against the precise segment it competes in: adoption drivers, incumbent suppliers, what has to be true for the wedge to work.

Sector context · Company A
Semiconductors →Advanced packaging →Fan-out wafer-level →Automotive radar modules
Why nowRadar content per vehicle keeps rising as ADAS spreads into mid-range platforms, pulling demand for compact SiP packaging.
IncumbentsLarge OSATs hold qualified capacity; a focused supplier can win on turnaround and co-design support.
Wedge testDesign-in slogans are easy. The question is who qualified the process and at what volume commitment.

03

What to confirm before the next meeting

Public context helps frame the company. Key commercial, financial, customer, and production facts still belong in the founder conversation.

Public context Company context Founder materials Context only
  • Sector demand and niche contextPublic market material Public context
  • Team and process backgroundPublic company material Company context
  • Customer contracts and revenue recordsFounder materials Founder materials
  • Production yield and margin basisFounder materials Founder materials
  • Current customer pipelineFounder materials Founder materials
  • Company and market signalsUseful context, not a company verdict Context only

These are questions for the founder, not a verdict on the company.

04

The same company can have a different priority at every fund.

Vaystro checks sector, stage, check size, and where your team can help, so the queue reflects your priorities instead of generic market heat.

Fit read · Company A × your fund
  • Sector thesis overlapOnshore advanced packaging is a stated priority Direct overlap
  • Stage and check sizePre-A round within the fund's first-check range In range
  • Where the fund can helpPortfolio manufacturing partners; automotive supplier introductions Concrete leverage
  • Evidence confidenceContext is public; traction is founder-claimed Moderate
  • Hard no-go riskNone identified in materials reviewed None flagged
Recommended action Meet founder

05

Prepare the next conversation before it happens

Each read ends with the questions that matter for this deal and the documents that would close the open items, ready to send and editable by your team.

Founder follow-up · Company A
The boundary, restated

The queue reflects your fund.
The decision stays with your team.

Vaystro prepares the context, fit, questions, and next action. Your team decides whether to meet, keep watching, or invest.

Open the terminal See how it works