How the AI opportunity analysis works

The AI works best with real context. You don't need a perfectly formatted brief, just paste whatever you have:

• Notes from a discovery call
• A LinkedIn message or email thread
• A description of the company and what they need
• Any combination of the above

The more specific the context, including company stage, what they're trying to do, budget signals, and timeline, the more accurate the analysis will be. Vague notes return vague scores.

The analysis returns six things:

• Fit score (0 to 100): how well this opportunity matches your typical engagement profile
• Urgency score (0 to 100): how time-sensitive the need appears to be
• Budget confidence (0 to 100): how clear the budget signals are in the notes
• Recommended offer: the engagement format that best matches the situation
• Key risks and red flags: things to watch out for or validate before committing
• Suggested next step: a concrete action to move the opportunity forward

Scores reflect what's in your notes, and they're not a definitive judgment on the opportunity. A fit score of 40 doesn't mean the opportunity is bad; it means the notes didn't give our AI enough to work with, or the signals present suggest a mismatch.

If scores feel low, add more context and re-analyze. You can re-run the analysis at any time from the opportunity detail page.

As an engagement evolves and you learn more, you can update the notes and re-run the analysis. Click "Re-analyze opportunity" from the opportunity detail page. The new analysis replaces the previous one.

• Include the company's stage (early-stage, Series B, bootstrapped, etc.)
• Mention any budget signals even if indirect ("they mentioned budget was tight")
• Include the contact's role and their relationship to the decision
• Note the timeline if you know it
• Describe what they've already tried or what's not working