AI agent for investment bankers
Buyer Universe Screening Agent
Produce a ranked, defensible buyer list with a reason for each name in or out.
What it does
A sell-side buyer list often comes from what the team remembers, and good candidates are missed. This agent builds a long list of possible buyers from company databases, past deals and news. It then checks each candidate for strategic fit, such as products, geography and customers, for financial capacity, such as cash and debt, and for deal history. It ranks buyers and drops weak ones with a reason, so the banker can see why. It adds new candidates found through recent deal news, such as a buyer that just raised funds. If the top group is too narrow, it widens the criteria and screens again. The banker approves the final list.
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.
Read the steps as a list
- Sell-side mandate starts
- Build a long list from databases and past deals
- Score strategic fit by product, geography and customers
- Check financial capacity from cash, debt and recent funding
- Check past deal history and appetite
- Rank and drop weak candidates with reasons
- Are there at least 25 buyers above the cutoff?If not: widen fit criteria and screen again. Back to step 3.
- Add new candidates from recent deal news
- Banker approves the final listThe agent waits here for your OK.
- Ranked buyer list with rationale
How it decides
It scores strategic fit and capacity, and keeps buyers above the cutoff, with a recorded reason for each exclusion.
- Drop buyers whose cash is below 1.5 times the likely price
- Require at least 2 of 3 fit criteria
- Add buyers announcing deals in adjacent sectors within 12 months
- Mark conflicts such as existing client relationships for banker review
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Fit criteria and weights
- Minimum list size (default 25)
- Capacity rule
- Conflict list
What keeps you in control
It always asks you first
- Banker approves the final buyer list
- Banker approves any contact with a buyer
Hard limits
- Never contacts a buyer
- Lists the source behind each claim
It stops when
- Done: list approved with reasons recorded
- Stop: the target profile is too unclear to screen
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.
- 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
