Lists & Sourcing
Buyer List
Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners.
What you get
A ranked, sourced list (Excel plus a written brief) your team can act on immediately.
How it works
- Add your sources — data room, financials, filings, or notes.
- Ask for a buyer list in plain English.
- Get a client-ready list, cited back to your data.
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Related skills
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Build target list
Build a screened, ranked target list from Deliverables AI Data B2B data — companies that match an acquisition or sales thesis, each scored for fit with rationale and key contacts. Produces an XLSX screening sheet and a markdown screening brief. The agent runs the company search, people search, enrichment, and fit scoring; this skill formats the result consistently and writes it back to memory.
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CRM Contact Enricher
Audit corp dev and M&A contacts at a list of companies. Checks whether existing CRM contacts are still in role via Apollo, ZoomInfo, or LinkedIn web search. Flags stale contacts, confirms active ones, and surfaces net-new contacts the CRM is missing.
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Deal Sourcing
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders.
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