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Tools

• Agent Harness A single agent layer with firm-wide context, coded guards, and an immutable record. Administrator, analyst, and thinking partner in one.
• Buyer Classifier Sources, dedupes, researches, and scores likely acquirers for a transaction — from 8+ sources to a ranked, evidence-backed list.
• Diligence AI Suggests sourced answers for every open diligence item. The banker approves, edits, or rejects — the last mile is always human.
• Meeting Summarizer Syncs Teams transcripts to HubSpot with AI-generated summaries. Runs daily.
• Company Enrichment (deprecated) Retired — the Buyer Classifier takes its place. Enriched company data for PE deal sourcing.
• Weekly Digest How we stay current: verified M&A news from the wires, matched to the industries and companies in our pipeline. Runs weekly on the agent harness.