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Build a buyer list for a sale process

For Sellers · Seller account on PrivSource.

Describe the company being sold and PrivSource generates a ranked list of likely acquirers you can refine with feedback and enrich with M&A contacts.

Starter prompt

Copy this into your AI agent once PrivSource is connected, and fill in the brackets.

Prompt

Using PrivSource, create a buyer list for a company we're selling: [describe the company — industry, revenue, location, business model]. Set up the criteria and show them to me before generating. Then start generation and share results as they complete. I'll give feedback on results so we can refine the list, and I may ask for M&A contact info on the best fits.

Steps

  1. 1

    Describe the company being sold

    Claude creates a draft buyer list from a description of the target company — revenue, sector, geography, and similar criteria describe that company, not the acquirers.

    create_buyer_list
  2. 2

    Tune the criteria

    Adjust sector, size band, geography, business model, end markets, and customer type before kicking off generation.

    update_buyer_list_criteria
  3. 3

    Generate and monitor

    Claude starts the build and reads completed rows while generation is still processing.

    generate_buyer_list get_buyer_list_current_version get_buyer_list_results
  4. 4

    Refine with feedback

    Mark results as strong or poor fits with comments, then generate a refined version from that feedback.

    update_buyer_list_result_feedback refine_buyer_list
  5. 5

    Request contacts

    Request M&A contact enrichment for the buyers you want to reach.

    request_buyer_list_contact_info

Example prompts

  • “Create a buyer list for a $12M revenue commercial landscaping company in Florida”
  • “Mark these five as poor fits and refine the list”
  • “Request contact info for the top 20 buyers”
All workflows & tools Claude setup guide