Buyer identification for sell-side mandates.
An orchestrated workflow.
For a banker running a sell-side process, construct a buyer universe grounded in evidence rather than a recycled list: strategics with adjacent capabilities, sponsors with relevant platforms and dry powder, and the relationships that shorten the path to each.
All workflowsMap the landscape
The intelligence agent builds the sector map from licensed data and research, identifying strategics with adjacent products or geographies and sponsors with platforms that would value the asset as an add-on.
Score the fit
The fit analyst records, for each candidate, the strategic rationale, comparable acquisitions, and the evidence behind them, so the MD can defend every name on the list in front of the client.
Test the capacity
The capacity researcher gathers fund vintage, remaining investment period, recent deployment, and disclosed financing relationships — and marks where capacity is documented versus assumed.
Sequence the outreach
The coordinator links each buyer to the banker who knows them and drafts a tiered outreach plan with the rationale attached, ready for the deal team’s review.
Human-in-the-loop control
Bankers approve every buyer list and all outreach. Confidential information stays scoped to the mandate under attribute-based access control, and no agent contacts a buyer.
Bring a real mandate.
Leave with a short list.
Evaluate a sourcing workflow on authorized sample data, with the evidence and the gaps in view.