Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for private equity associates

Public Target Filing Watch Agent

Timely, short alerts on filings and news that change the thesis for each tracked target

MonitoringFinance
See how it worksGet access
Public Target Filing Watch Agent: what goes in, what the agent does and what you get

What it does

Deal teams follow a list of public companies that could become targets. Important filings, such as a new activist stake, a debt covenant change or a risk factor rewrite, arrive daily and are easy to miss. This agent watches filings and news for the named targets. It extracts what changed: ownership of large holders, debt and maturities, new risk language, management changes. It compares each change with the deal thesis, for example a target that is cheap, over-levered or has an activist, and rates how much it affects the thesis. If the first read is unclear, it fetches the earlier filing and compares the two. It then sends a short alert with the key lines. The associate decides which alerts to send to the team. Edge case: a name change appears as a new company, and the agent matches it by registration number.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN A new filing or news item appears for a target 2 USES A TOOL Fetch the filing and the previous version of thesame type 3 DOES Extract changes in holders, debt, risk factors andmanagement 4 USES A TOOL Load the thesis notes for the target 5 CHECKS THE RESULT Is the change clearly tied to the thesis? If not: fetch earlier filings, compare again andreclassify the change. Back to step 2. 6 DOES Rate the change as high, medium or low impact 7 DOES Draft a short alert with the key lines and thefiling link 8 CHECKS THE RESULT Does every number in the alert match the sourcefiling? If not: correct the extraction and redraft the alert.Back to step 2. 9 YOU APPROVE Associate approves each alert before it goes to theteam 10 RESULT Alert sent and logged for the target
Read the steps as a list
  1. A new filing or news item appears for a target
  2. Fetch the filing and the previous version of the same type
  3. Extract changes in holders, debt, risk factors and management
  4. Load the thesis notes for the target
  5. Is the change clearly tied to the thesis?If not: fetch earlier filings, compare again and reclassify the change. Back to step 2.
  6. Rate the change as high, medium or low impact
  7. Draft a short alert with the key lines and the filing link
  8. Does every number in the alert match the source filing?If not: correct the extraction and redraft the alert. Back to step 2.
  9. Associate approves each alert before it goes to the teamThe agent waits here for your OK.
  10. Alert sent and logged for the target

How it decides

It rates a change high when it touches the thesis, such as ownership crossing 5% or debt maturity within 12 months, and low when it is routine.

  • Alert on any new holder crossing 5% or an activist filing
  • Alert when debt maturing within 12 months exceeds cash
  • Hold routine filings for a weekly digest
  • Match entities by registration number, not name

Make it yours

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

  • Target list
  • Alert thresholds (default 5% ownership)
  • Digest schedule for routine items
  • Who receives the alerts

What keeps you in control

It always asks you first

  • Sending an alert to the team

Hard limits

  • Uses public information only
  • Never trades or contacts the target
  • Cites the filing for every figure

It stops when

  • Done: alert approved and logged
  • Stop: filing source is unavailable

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 happensAt 9:40 a.m. a 13D showed a fund with 6.2% of a target and a plan to seek board seats. The agent compared it with the prior holder table and found the stake rose from 4.1%. Its first alert quoted 6.0%, so the number check failed. It corrected the figure to 6.2% and added the thesis link to the activist angle. The associate approved and sent it by 10:05.

More agents for private equity associates

Document handling · Management

Acquisition Diligence Request Agent

A current map of which diligence requests are answered, partly answered or contradicted.

7 steps1 check7 jobs
Quality control · Finance

Financial Model Formula Repair Agent

A model that passes all test cases after the repair.

7 steps1 check10 jobs
Reporting · Finance

Founder Reference Check Agent

A comparable, themed reference summary with at least a set number of independent sources per theme

11 steps2 checks2 jobs
Analysis · Reporting

M&A Integration Finance Tracker Agent

Show verified synergy delivery against plan each month and drive action on shortfalls.

11 steps2 checks5 jobs