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AI agent for investment bankers

Buyer Outreach Tracking Agent

An accurate buyer tracker with timely follow-ups

MonitoringAdministrationFinance
See how it worksGet access
Buyer Outreach Tracking Agent: what goes in, what the agent does and what you get

What it does

In a sale process, dozens of buyers move through teasers, NDAs, data room access and bids at different speeds, and a missed follow-up can cost a bidder. This agent keeps the buyer list with contacts, records when teasers went out, tracks NDA status and markups, and logs data room access and bid dates. Each day it checks for overdue steps, such as an NDA with no reply in five days, and drafts follow-ups for the banker to send. It compares the tracker with data room logs and email to catch missed updates; when they disagree, it corrects the tracker and lists the conflicts for the banker. It produces a daily status table for the deal team. The banker approves every message to buyers and anything shared with the client. Edge case: a buyer signs the NDA but has not opened the data room in ten days, so the agent flags low interest.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Daily process update 2 USES A TOOL Pull email, NDA and data room logs 3 DOES Update each buyer's stage 4 CHECKS THE RESULT Do tracker and logs agree? If not: correct the tracker and list conflicts for thebanker. Back to step 3. 5 DOES Draft follow-ups for overdue steps 6 YOU APPROVE Banker approves outreach 7 RESULT Daily status table
Read the steps as a list
  1. Daily process update
  2. Pull email, NDA and data room logs
  3. Update each buyer's stage
  4. Do tracker and logs agree?If not: correct the tracker and list conflicts for the banker. Back to step 3.
  5. Draft follow-ups for overdue steps
  6. Banker approves outreachThe agent waits here for your OK.
  7. Daily status table

How it decides

It compares each buyer's stage to the process timeline and flags overdue steps.

  • NDA no reply in 5 days: follow up
  • No data room access in 10 days: flag low interest
  • Bid date missed: alert deal lead

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Follow-up timing
  • Status table columns
  • Client view detail
  • Interest flags

What keeps you in control

It always asks you first

  • Sending any message to buyers
  • Sharing status with the client

Hard limits

  • Never contacts buyers directly
  • Never grants data room access

It stops when

  • Done: tracker updated
  • Stop: process paused

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn day 12 of the sale of Harlow Packaging, the agent pulled email, NDA files and data room logs for 45 buyers. The tracker showed 18 NDAs signed but the logs showed 20, so the agreement check failed. It found two signed NDAs filed under the wrong buyer names, corrected them and rechecked. It then drafted follow-ups to 7 buyers whose NDA markups had sat 5 days. The banker approved and sent them.

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