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Build a target company list

For Buyers & Sellers · Target List access on the buyer or seller account.

Turn a natural-language description into a researched list of companies, with custom data columns and CEO/Owner leadership contacts.

Starter prompt

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

Prompt

Using PrivSource, build a target list of [describe the companies — e.g. HVAC companies in Texas with 10-50 employees]. Start with 25 rows, show me results as they complete, and suggest data columns worth adding. Ask me before doing anything that consumes credits, including leadership contact research.

Steps

  1. 1

    Describe the companies to find

    Claude creates a Target List from your description — sector, size, and geography filters describe the target companies themselves.

    create_target_list
  2. 2

    Track the build

    Claude polls build status and reads result rows as they complete, so you can react before the full list is done.

    get_target_list_current_version get_target_list_results
  3. 3

    Refine and grow the list

    Refine the description and filters into a new version, or increase the requested row count.

    refine_target_list_filters add_target_list_rows
  4. 4

    Enrich the results

    Add researched data columns for the attributes you care about, and request CEO/Owner leadership contacts with optional phone lookup.

    update_target_list_data_columns request_target_list_leadership

Example prompts

  • “Build a target list of HVAC companies in Texas with 10-50 employees”
  • “Add a data column for commercial vs residential mix”
  • “Request leadership contacts for every row”
All workflows & tools Claude setup guide