Results for “mergers-and-acquisitions”

Build and prioritize the acquirer universe for a sell-side M&A process — strategic and financial buyers scored on strategic fit, ability to pay, and likelihood to transact.

Query and analyze SEC filings using EdgarTools

Interact with the Plaid finance platform to link bank accounts, fetch balances, and query transactions by date range using the plaid-cli tool.

Integrate an exact reviewed PR under repository policy, choose truthful history semantics, and verify cleanup

Find adjacent vendors and subs (not top market primes) who fill a capability gap against a displacement target using USASpending flows and SAM entity signals. Use when user defines a teaming gap and wants vault-ready partner shortlist with citations.

Trading comparables analysis with peer multiples and implied valuation

Optimize electricity and gas procurement, tariffs, demand charges, renewable PPAs, and multi-facility energy costs using market analysis, hedging strategies, and load profiling.

PR Fleet

Draft an anonymous one-page teaser for a sell-side M&A process — enough to spark buyer interest without revealing the target's identity before an NDA is signed.

Drafts institutional-quality Limited Partnership Agreements for PE/VC fund formation. Covers GP/LP terms, capital commitments, distribution waterfall, carried interest, LPAC governance, clawback, and tax provisions. Use when drafting LPA, fund formation agreement, limited partnership terms, or PE/VC fund documents.

Run a co-sell with a partner on a named account and actually close together, not just trade a lead. It maps the account across both companies, sets who owns what so nothing falls between you, builds the joint value story neither of you tells alone, and plans the path to close so the partner is a force in the deal, not a spectator. Built for B2B partnerships and sales teams, customizable to your CRM and your co-sell motion. Trigger on "run a co-sell", "co-sell on this account", "map the account with our partner", "who owns what in this joint deal", "joint value story", or any partner co-sell request on a named account.

Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions"

Build a USASpending relationship snapshot for the incumbent and buying agency on a pursuit row. Use when user needs award flows and rel counts before battlecard or teaming work — deterministic from DuckDB bulk.

Monitors a watchlist of Polymarket markets and surfaces meaningful shifts in price, volume, comments, or resolution proximity, with position context and optional Bankr integration.

Drafts a U.S.-compliant Exporter of Record (EOR) Agreement appointing a third party as USPPI for international export transactions. Allocates compliance obligations under EAR, ITAR, OFAC, and CBP with denied-party screening, AES/EEI filing, indemnification, and record retention. Use when drafting EOR appointments, export compliance service agreements, or logistics outsourcing for cross-border shipments.

Buy and sell tokens on Pump.fun bonding curves and AMM pools

Transforms scattered competitor data into a decision-ready product strategy report with positioning maps, feature matrices, pricing analysis, and opportunity windows.