Skip to main content
A broker sends you a one-page teaser for a potential add-on and you need a quick read before deciding whether to lean in. Forward it to Amy and it sizes up the target against your platform’s acquisition criteria, enriches what the teaser leaves out, and gives you a go/no-go view in minutes.

Forward the teaser to Amy with this note

​
What you get back

  • A fit assessment against your platform’s add-on criteria
  • Enriched firmographics, ownership, and headcount the teaser omits
  • A clear go/no-go call with the key diligence questions to raise

​
Required integrations

CRM

Forwarding several teasers from the same process? Send them together and ask Amy to rank them against the thesis so you know which to pursue first.