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Deal Sourcing Brief

Claude for Financial Services — Private Equity

Deal Sourcing Brief

Describe your fund mandate and target profile. Get back an 8-section sourcing brief ready for your origination team — with quantitative target criteria, sourcing channel strategy, outreach messaging themes, and a qualification scorecard.

What the Agent Produces

Eight actionable sections your origination team can hand off and use immediately for deal sourcing.

Mandate Summary One-page summary of the fund mandate, investment focus, and current deployment objectives.
Target Company Profile Quantitative and qualitative criteria — revenue range, EBITDA floor, growth rate, ownership type, management depth.
Priority Sectors & Geographies Ranked priority sectors and geographies with rationale for each — aligned with fund strategy.
Sourcing Channel Strategy Banker-intermediated vs. proprietary approach — specific channel recommendations per target segment.
Outreach Approach & Messaging Messaging themes for owner-operators at different stages — first institutional investor, growth capital, succession.
Pipeline Qualification Criteria Three to five must-have criteria and three to five deal-breakers — for rapid pipeline triage.
Competitive Landscape Active competing buyers, current market dynamics, and what makes your fund differentiated.
Sourcing Calendar & Next Steps Recommended sourcing cadence, key events, and immediate next steps for the team.

Generate Your Deal Sourcing Brief

Describe your fund mandate and target profile. The agent produces an 8-section sourcing brief ready for your origination team.

Draft only — for internal team use. Not investment, legal, or compliance advice.

How It Works

The Deal Sourcing Brief is ibizai's implementation of the Anthropic Claude for Financial Services private equity agent, adapted for emerging-market PE funds focusing on Latin America, the Caribbean, and Iberia. Output in English, Spanish, and French.

You provide your fund strategy, target company profile, and sourcing channel preferences. The agent uses Gemini 2.5 Flash at temperature 0.2 to generate a practical eight-section brief — with quantitative criteria, messaging themes, and qualification scorecards ready for your origination team.

Important: This is an internal working document for your origination team. Review all criteria with the investment team before distribution. Not investment, legal, or compliance advice.

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