M&A Data Analyst
Answers deal questions with analysis, financials, quality of earnings.
- Real answers to deal questions
- Earnings and margin quality analyzed
- Concentration risks surfaced
“how concentrated is this target's revenue?”
Returns the result with context and next steps.
“Research the top 5 potential distribution partners in Southeast Asia for our enterprise software — company size, market reach, and strategic fit”
Partner target list that would normally take a week to compile
“Analyse the competitive landscape for the mid-market ERP space — who are the top 5 players, their pricing, and where we win”
Competitive brief ready for the sales team in minutes
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
CRM
ExtraDocs
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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