Screening

Establish fit quickly, avoid premature diligence, and move the right applicants into a deliberate review path.

Cases in stage: 0Advance: 0Conditional: 0

Stage goal

Decide whether this applicant deserves more diligence or should pause here with a clean rationale.

Common blocker

Teams often move too fast when public data looks promising but governance or compliance is still unclear.

Operator move

Use the brief to decide whether the case should progress to follow-up or stay out of the deeper queue.

ApplicantCoverageComplianceRecommendationNext action