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A name surfaces as a possible add-on and you need a quick read before deciding whether to pursue it. Amy pulls the company’s firmographics, financials, ownership, and headcount trend and tells you how it fits the platform thesis, so you can prioritize outreach without a full diligence cycle.

Copy and send to Amy

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What you get back

  • A firmographic and financial snapshot with headcount trend and ownership
  • An assessment of fit against the platform thesis and where it’s accretive
  • Concerns flagged, with sources cited

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Data room

Add “and estimate a likely valuation range based on comparable deals” to gauge whether the price will work before you reach out.