Email Agent

Your deal analyst, inside your inbox.

Forward any deal to AZ2. Within minutes you get a screening memo, red flags, the questions to ask, and a reply ready to send.

Illustrative example in an email inbox: an analyst emails Project Cedar with the management presentation and model to deals@az2.ai. AZ2 replies with a screening memo, sponsor questions and a draft reply to the banker.

Illustrative example · fictional deal · timing does not represent processing speed
How it works

Three steps. No new system to learn.

If you can forward an email, you can run a screen. There is nothing to install and nothing to re-key.

01

Forward the deal

Send any deal email to deals@az2.ai. Attachments, teasers, models, all of it.

02

AZ2 screens it

The agent reads the email and every attachment, then screens the deal against your credit box.

03

Reply in minutes

You get a memo, red flags, proposed questions and a draft reply to the borrower or banker.

What you get

An analyst that never misses a deal

Everything runs from your inbox. The output is a system of record you never had to maintain.

Screening memo in minutes

A structured first read on every deal, while the teaser is still warm.

Red flags called out

Concentration, add-backs, headroom and structure issues, surfaced before you spend an hour.

Questions and a draft reply

Proposed questions and a reply to the borrower or banker, ready to copy.

Automatic deal log

Every forwarded deal lands in a light CRM. No data entry, ever.

Stale deal nudges

Deals that go quiet get a nudge, with a follow-up draft already written.

Weekly pipeline digest

What came in, what moved, what died, with market context.

CC mode

Copy AZ2 on live threads and it follows along, logging and drafting as you go.

Share with partners

Every reply is a normal email. Forward it to a partner or your IC, no login needed.

Monthly report

Deals screened and hours saved, per seat and per team.

Better as a team

Intelligence compounds.

Every deal your team forwards adds to one shared memory: the screens, the sponsor answers, the deals you passed on. By the hundredth deal, AZ2 is screening the way your team judges.

DKCedar screened Synced
MRSponsor Q's sent Synced
JLModel reviewed Synced
Pricing

One plan. Every feature.

Priced per seat, so a two-person team pays for two seats and nothing more.

$499

per user / month

Seats
Total$1,497 / month

3+ seats include the shared company memory.

30-day money-back guarantee. Cancel anytime.

Need the full platform: IC memos, benchmarking, covenant monitoring? See AZ2 plans

Your deal data is never used to train models. Encrypted in transit and at rest.

Read our security practices
FAQ

Questions, answered

No. You just forward or CC. AZ2 never connects to your mail server, and it only ever sees the threads you choose to share.

Only the email addresses registered on your seats. Deals forwarded from any other address are ignored.

Yes. Use the 'Manage billing' link in any AZ2 email to change seats anytime. It's a secure Stripe page, no account needed, and charges are prorated. Then reply to AZ2 with 'add name@yourfund.com' to give a teammate access.

The email agent screens and replies. The platform adds full IC memos in your house style, precedent benchmarking, covenant monitoring and confidence tracking. Each customer gets one full IC memo free to try.