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Publish a mandate and review matched deals

For Buyers · Buyer account with Deal Network access.

Describe what you want to acquire once, publish it as a buyside mandate, and let PrivSource match live deals to it — then review every match from Claude.

Starter prompt

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

Prompt

Using PrivSource, help me publish a buyside mandate. We're looking to acquire [type of company] in [geography] with [size range, e.g. $1M-$5M EBITDA]. Draft the mandate, show me what's missing before it can be published, and fill in the remaining fields with me. Publish only after I confirm, then check whether it already has matched deals.

Steps

  1. 1

    Draft the mandate

    Claude creates a draft buyside mandate from a description of the companies you want to acquire. Drafts stay private until published.

    create_buyside_mandate
  2. 2

    Complete and publish

    Claude checks publish readiness and missing fields, fills the gaps with you, and publishes the mandate so sellers can find you.

    get_buyside_mandate update_buyside_mandate publish_buyside_mandate
  3. 3

    Review matched deals

    PrivSource matches live deals to the mandate continuously. Claude lists them ordered by fit, each with a review state you control.

    get_buyside_mandate_matches
  4. 4

    Record your verdicts

    Save strong matches to your pipeline, hide poor fits, and leave feedback comments — feedback improves future matching.

    update_buyside_mandate_match
  5. 5

    Tighten the mandate over time

    Claude surfaces AI-distilled learnings from your match feedback and updates the mandate when they point at gaps.

    get_buyside_mandate update_buyside_mandate

Example prompts

  • “Publish a buyside mandate for HVAC platforms in Texas with $1M+ EBITDA”
  • “Show me this week's matches and save the strong ones to my pipeline”
  • “What do my mandate learnings say I should change?”
All workflows & tools Claude setup guide