Portfolio / Capital Opportunity Mapping Pipeline

Capital Opportunity Mapping Pipeline

Tracks funding programs, scores each one against set criteria, and hands the team a ranked shortlist instead of a research backlog.

n8nStructured Data ModelingAutomated ScoringGoogle Sheets

The problem

Funding research was done by hand. Nothing was scored the same way twice, there was no order of priority, and no way to track where each program stood.

What I built

I built a pipeline that takes in each opportunity, scores it on more than 12 checks, and produces a ranked shortlist covering programs up to £5M.

Results

12+Vetting metrics per opportunity
£5MFunding range covered
100%Manual research replaced

Built with

n8nStructured Data ModelingAutomated ScoringGoogle Sheets

Diagram

See the workflow diagram →

What you see here

The demo runs on made-up sample data. Real records, internal methods and anything confidential are left out.

Want something like this?

Tell me about the process you want off your plate. The brief takes about three minutes, and the project is priced before I start.

Start a Brief