Finance & AccountingOpen accessPublished 3 Oct 2026
Build and prioritize a buyer, investor, lender, or sponsor universe for a defined sell-side or capital-raise mandate: score each candidate against documented fit criteria, capture cited rationale and relationship context, screen against the firm restricted/conflicts list, and tier candidates into outreach waves. Use when a deal-team or coverage analyst needs to assemble a target-buyer or investor list, tier candidates into outreach waves, attach fit rationale and relationship context, or hand an approved list to process tracking or pitch materials. Draft-only HARD BOUNDARY: NEVER sends, delivers, or shares the list, NEVER contacts or initiates outreach to any buyer, NEVER…