Override an assessment

A screening is a suggestion. When your team knows better, for example a first call confirmed the round size, override the criterion on the deal's Fit tab. Your value replaces the suggestion in the report and the readings are recalculated, while the AI suggestion stays on record next to it.

Override a hard rule#

1. On the deal's Fit tab, open the rule under Hard rules.
2. Click Override.
3. In Override [rule name], you see Now: with the current result. Choose the New result: Met, Mismatch or Unknown.
4. Optionally enter the Value you found, such as "USD 2.5M confirmed on the first call".
5. Write the Reason: what you checked and what you found.
6. Click Save override.

You see Override saved with your reason. The rule shows Overridden, your result, and "AI suggestion was" with the original result. If you entered a value, it shows under Found: with the source Your team.

You can keep the same result and only enter the value you found. To save, either the result or the value has to change.

Override a preference score#

1. Open the preference under Preferences and click Override score.
2. Set the New score from 0 to 10 with the slider (in steps of 0.5), or tick Not enough evidence to score.
3. Write the Reason and click Save override.

The preference shows Overridden with your score, and AI score with the model's. The thesis fit is recalculated from the new score.

What changes in the report#

• The top line shows Includes overrides.
• A reading that moved shows Adjusted by overrides. AI suggested 64. (with the original value).
• Each criterion lists its overrides, newest first: who changed what to what, when, and the reason.

Overrides change only how your team reads the report. They never change the deal's stage and never reach the founder.

Overrides and new runs#

Overrides apply to the deal's current screening. When a new screening runs, after a new deck or with Run again, it starts from fresh results. The earlier run, with its overrides, stays in Run history. If a criterion still needs correcting on the new run, override it there.

Overriding a run that a newer one has replaced isn't possible: you see "A newer run replaced this one. Override the current run instead."

Who can override#

Admins, Partners and the Analyst who owns the deal. Committee members and a Delsivo support view can't. Every override is recorded in the activity log with the criterion and the change.

Frequently asked questions#

Can I undo an override?#

Override it again with the result or score you want and a reason. Every step stays in the criterion's history, so the record shows what happened.

Does an override teach the AI model?#

No. Your override is saved with this fit report only. Delsivo doesn't send it back to the model.

Should I override or fix the fact?#

If the deck was simply wrong about a fact, a founder correction or a new deck fixes it for every future screening. An override fixes this one report, with your reason.