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The deal screening agent

Screen any deal in two minutes, against your own buy box.

What you will build

Claude interviews you once for your buy box, then scores any teaser or CIM against it: fit score, what matches, what breaks, what is missing, and five questions for the broker.

1 step · about 15 min

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AI Academy 101

The deal screening agent

Who this is for

Buyers, searchers and owners growing by acquisition who read more teasers than they can properly screen.

What you need

A computer, a paid Claude plan and the email and calendar you use for work. Plan on about 15 min.

Never used Claude? Set up in 10 minutes

The steps

  1. 1

    Screen any deal. In two minutes.

    Forty teasers. One filter. Yours.

    15 min

More kits

3 kits shown

Members

The acquisition outreach agent

Find the owners worth calling, and write the first email they answer.

1 step · about 10 min

A sourced call-first list of ten owner-run companies that fit your buy box, plus a first email to the top three in your voice.

Preview kit
Members

The buyer filter agent

Selling your business? Find the real buyers every Monday.

1 step · about 10 min

A buyer-check skill that sorts real buyers from spray every Monday at 8am and drafts replies to the real ones in your voice.

Preview kit
Members

The voice of customer agent

What customers say when you are not in the room.

1 step · about 10 min

A clickable dashboard of what customers love, complain about and keep asking for, quoted word for word from real reviews. Run it on your own company or one you are about to buy.

Preview kit

See all kitsStart here: set up ClaudeAbout membership