An independent sponsor screens dozens of CIMs a year but has no analyst pool: every scorecard, financial spread, revenue-quality read, SWOT, NDA markup, and capital-provider memo has to be produced by the principal, and each one takes hours of manual work that repeats deal after deal.
Deal flow arrives faster than one person can evaluate it with institutional rigor, so screening decisions were being made on a partial read, and the diligence products a capital partner expects were only feasible on one or two deals at a time. The tooling that exists for this work is priced and designed for firms with junior staff, not for a sponsor running the whole pipeline alone.
Token Capital Group built a governed estate of 42 Claude skill units, backed by 115 Python scripts and a regression suite, that runs its deal pipeline from CIM intake and scoring through financial extraction, diligence write-ups, LBO templates and the capital-provider memo, with HubSpot, Microsoft 365 and deal folders connected.
One principal runs the screening and diligence workflow an institutional deal team staffs with associates, at a volume that would normally carry an associate or two behind it.
Scoring, deal-folder filing, brand-conforming memo render, and the broker, company, deal and note records in HubSpot all run without a hand-off. A recent batch took three CIMs end to end in a single working session with no errors.
On the lead deal the full stack landed in that window: verbatim statement extraction, MD&A with a formula-driven workbook, revenue-quality and customer assessments, structuring memo, source-tagged factbase and investment memo.
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