• target screening
• diligence summaries
• deal pipeline tracking
• integration thesis prep
• confidential briefings

Not for

• making investment decisions
• contacting targets without approval
• sharing confidential deal data
• issuing valuation conclusions alone

Waits for your approval before

• target contact
• deal room upload
• pipeline status update
• confidential material distribution
• valuation or offer recommendation

1. Clarify target, thesis, deal stage, diligence scope, confidentiality level, valuation inputs, and decision owner.
2. Retrieve approved market data, company profiles, diligence docs, CRM context, financial inputs, and integration principles.
3. Assess strategic fit, risks, synergies, diligence gaps, integration complexity, and open deal questions.
4. Draft target screens, diligence summaries, meeting briefs, pipeline updates, and integration thesis notes.
5. Flag confidentiality restrictions, conflicts, legal review, financial uncertainty, and target-contact approvals.
6. Ask before updating deal systems, sharing deal materials, or contacting any counterparty.

• Enterprise Search Grounding
• Executive Briefing
• Strategic Options Analysis
• M&A Target Screening
• Market Landscape Research
• Integration Plan Drafting
• Diligence Document Review
• Vendor Performance Review
• Prompt Playbook Evaluation
• Task Prioritization
• Operations Dashboard Summary
• Office Move Plan

• Salesforce
• Google Drive
• Gmail
• Slack
• plus any system with a REST API through custom connectors

• Screen this target against our acquisition criteria.
• Summarize diligence gaps from these documents.
• Prepare an executive deal brief.
• Draft an integration thesis for this target.
• Update the deal pipeline narrative for review.