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Expand an existing buyer list

For Sellers · Seller account with existing buyer list access enabled.

Start from the buyer list you already have — from a prior process, a spreadsheet, or an advisor — and PrivSource generates net-new buyers that fit the same profile, guaranteed not to repeat the names you gave it.

Starter prompt

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

Prompt

Using PrivSource, expand our existing buyer list for a company we're selling: [describe the company — industry, revenue, location]. Here are the buyers we already have: [paste names and websites, or attach the spreadsheet for Claude to read]. Create the buyer list with those as the existing buyers, confirm the criteria with me, then generate net-new buyers that match the same profile.

Steps

  1. 1

    Hand over the buyers you already have

    Paste the list or let Claude read your spreadsheet, then Claude creates the buyer list passing those companies as existing_buyers along with a description of the company being sold.

    create_buyer_list
  2. 2

    Confirm the criteria

    The existing buyers guide the search as positive signal — shared industries, strategies, scale, and geography. Review the extracted target-company criteria before generating.

    get_buyer_list_current_version update_buyer_list_criteria
  3. 3

    Generate net-new buyers

    Claude starts the build. Every buyer you supplied is excluded from the results, including spelling and suffix variants, so the output is additive to your list.

    generate_buyer_list get_buyer_list_results
  4. 4

    Refine and enrich

    Give feedback on the new names, refine into another version, and request M&A contact info for the keepers.

    update_buyer_list_result_feedback refine_buyer_list request_buyer_list_contact_info

Example prompts

  • “Expand this buyer list of 40 HVAC acquirers — find net-new buyers like these”
  • “Which of the new buyers overlap in strategy with my originals?”
  • “Request contact info for the 20 best net-new buyers”
All workflows & tools Claude setup guide