First-Look Screen
A 2-4 hour initial review of a captured idea to test whether it survives basic numeric and balance-sheet sanity checks before further work is committed. The first-look screen catches names that look interesting on surface descriptions but break down on basic ratios -- e.g., debt-to-EBITDA too high to support the thesis, customer concentration unusually high, or recent disclosures that contradict the framing. Names that pass the first-look screen are promoted to a one-page preliminary memo; names that fail are filed in the kill log.
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Related terms
Active Management · Active Share · AI Revenue · Anchoring Bias · Cost of Capital · Creation Unit
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