Searcher Osv1.3.0

A user starts their day by checking their M&A deal pipeline. They use get_context to see an overview of active deals across stages like Interested, NDA Signed, and CIM Review, then review specific deals with pipeline_list to prioritize follow-ups and update stages or add notes as needed.

A user wants to find new businesses for sale matching their criteria. They use feed_search with filters for industry, price range, and location, then save promising deals to their pipeline with feed_save_deal after reviewing details like EBITDA and revenue.

A user tracks interactions with brokers to maintain relationships and coordinate on deals. They list brokers with broker_list, log calls or emails using broker_log_interaction, and link emails from the inbox to specific deals for better organization.

A user evaluates financing options for a potential acquisition. They run SBA loan calculations through the skill to assess affordability, then update the deal's priority and next action in the pipeline based on the results to streamline decision-making.

A user manages incoming emails from brokers or sellers. They review unmatched emails in the inbox, link relevant ones to existing deals using inbox_link_to_deal, and ignore irrelevant ones to keep their workflow focused and efficient.

This model targets individual searchers or small teams managing their own deal pipeline. It provides access to on-market deal feeds, basic pipeline tools, and SBA calculations, ideal for users handling a moderate volume of deals without extensive broker networks.

This model caters to larger teams or firms requiring advanced features like enhanced broker tracking, CIM analysis, and team collaboration tools. It supports higher deal volumes and complex workflows, making it suitable for professional M&A advisors or investment groups.

This model focuses on brokers using the skill to manage client relationships and deal pipelines efficiently. It leverages tools for logging interactions, tracking emails, and analyzing deals, helping brokers streamline operations and improve deal closure rates.