deal-ai.net

Live sell-side mandates run by AMIVA, at teaser tier: industry, geography, revenue, EBITDA with its basis, highlights.

Everything the teaser tier says about one mandate, by slug from search_mandates: description, highlights, key metrics, financials, and how to proceed.

The signing link for one mandate's NDA, for the person you work for.

The mandates the principal can act on, each one's current tier, what every tool can do right now, open question counts and IOI draft status.

The advisor-approved fact sheet for a mandate at CIM tier: business model, customers and concentration, financials by year, operations, growth, risks, transaction notes.

The mandate's question threads: what the principal has asked and how the advisor answered.

Put a diligence question to the advisor in the mandate's thread, ten a day.

Recommend a live mandate the principal has not entered.

For a founder selling through AMIVA: the active deal or deals, stage, deadlines and buyer counts.

One deal's stage, buyer funnel by status, offer counts, deadlines and recent process activity.

Each buyer as the founder may see them: identity once the advisor has introduced them, otherwise a stable anonymous label; status, offer economics and advisor-reviewed vetting facts.

Send the advisor a plain-text message about the deal, ten a day.

Every active mandate with stage, deadlines, buyer counts by status, offer counts, open questions, days since last activity and flagged buyers.

One mandate's full buyer pipeline with real names and firms: status, tier, dates, offer economics, vetting, open questions and recent activity.

Everything on one buyer across the book: vetting dossier with firm type, thesis, track record and independent checks, the advisor's private concerns, offer history and status.

The three things on the advisor's desk right now, ranked by what it costs to miss them, with everything older counted as backlog.

Search the data rooms by file name and folder, as in do we have the 2024 tax return on Atlas.

One mandate's data room by folder: document counts, newest upload, file names.

The mandate's diligence request list: every item with number, label, priority, status, who it is directed to, which buyers see it, assignee and due date, grouped by category, with counts and how many items no buyer sees.

Every live buyer's single next action with whose court it is in, ranked.

A one-call brief before speaking with a buyer: where the deal stands with them, engagement, every question they asked and what was answered, their firm's thesis, the advisor's private concerns, the next action and talking points.

Every submitted offer on a mandate normalised in one grid: IOI and LOI price, structure, financing, diligence and exclusivity windows, expiry, best price first, with high, low and spread.

Move a buyer's pipeline status, add a timestamped note, set an LOI expiry, or register an offer price that arrived by email.

Add diligence items to the mandate's request list.

Draft this week's update to the founder from live room data: buyers in process, NDAs, CIMs and offers this week, question volume, data-room additions, deadlines.

Turn the chase list into ready-to-send nudges: unsigned NDAs, quiet outreach, bid-deadline stragglers, hot buyers gone quiet, each a short draft in the advisor's voice.

Set a mandate's bid deadline, LOI deadline or target close date.

Stage cold outreach for the advisor's one-click review: named buyers, the current strong matches, or both.

Write a proposed answer to an open buyer question.

Who is who on a mandate: every person the memory knows, by side and role, with what they owe and what they are owed, and when they were last seen.

What happened on a mandate: where it stands as the memory has it (the current truth on each topic, with what it moved from), then the ledger of facts newest first — agreed, decided, moved, passed, executed, delivered, withdrawn, learned — each with its date.

Record a fact the advisor gives you that changed the deal: a date that moved, a number agreed, a decision taken, a buyer who is out.

Record the advisor's verdict on something the desk raised: done, not_true, dead, snoozed with an until date, or later.

Note something the advisor tells you that the desk cannot see: a date that moved, a buyer on holiday, what a call decided.

Project platform events, NDAs, offers, vetting, into the intel journal up to now.

The whole institutional memory: every node with its version, all state keys, and journal entries since the stored cursor.

One intel node: payload, document and version.

Create or update an intel node.

Append entries to the permanent, append-only journal; there is no delete, corrections are new entries.

Page the journal from a cursor.

Workspace state: cursors, the call anchor, run heartbeat, dashboard state.

Write workspace state.

Record people: one row per human across deals, matched by email, then name and firm, then a lone name.

The people the memory knows on a deal, or on the whole workspace: name, firm, side, roles, note, last seen, and what each owes and is owed.

Record commitments: who owes what to whom on a deal, promised when, due when, established by which sentence.

The commitments on a deal or the whole workspace: open by default, or done, withdrawn, all; optionally one side's.

Close commitments by evidence: the email that delivered it, the call that withdrew it.

Record outcomes: facts that changed the deal — agreed, decided, moved, passed, executed, learned — each one sentence in the past tense with the date it happened and the sentence that established it.

The ledger of outcomes on a deal or the workspace, newest first, or with current true only the newest fact on each topic — the deal as the memory has it.

Draft an indication of interest for the principal to review and submit.