ProXreach
7 TEAMS · 35 AGENTS · FREE ACCESS

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ProXreach
Free · 7 teams · 35 agents · copy & run

Every bake-off is won on price. The real edge is seeing the deal before the teaser exists.

Your analyst spends 20 hours a week in databases. This Claude team runs entire deal origination in 20 minutes: a full origination department built as 7 teams and 35 Claude agents, covering thesis to pipeline.

Browse the 7 teams ↓ Download the playbook (.txt)
9
deals Motherbrain fully sourced, incl. AnyDesk & Netlify
140,000
employee connections EQT feeds into sourcing
300+
sectors in EQT's own taxonomy
~30 sec
to build a full pitch deck, per JPMorgan's AI

Figures as cited in the original post, attributed to Blackstone, EQT, Lazard and JPMorgan. ProXreach is not affiliated with any of them.

Setup · about 3 minutes

Set it up once, run it on every thesis.

Every agent reads the same Context Document, so your firm, your buy box and your current thesis are never re-explained.

1

Create a Claude Project

Name it “Origination Engine”. One project per firm, not per thesis.

2

Fill in the Context Document

Paste it into the Project instructions. Update the Current Buy Box block as the thesis evolves.

3

Copy an agent, add your inputs

Paste any prompt below with the inputs it asks for. Or upload the full .txt and just type the trigger phrase.

GROUND RULES

  • Treat sourcing intelligence as internal working material. Follow your firm's policy on what may go into any AI tool.
  • Mark every unverified fact [VERIFY] and every assumption [ASSUMPTION]. Never present an estimate as a confirmed figure.
  • Outreach never references material non-public information, even when a signal implies it.
  • Every output is a draft for review by a deal professional before it goes to an owner, intermediary or committee.
  • No em dashes in any output.
context-document.txt
FIRM NAME: [e.g. Northbridge Capital Partners]
FIRM TYPE: [e.g. lower middle market private equity, 8 investment professionals]
FUND SIZE / CHECK SIZE: [e.g. $400M fund, $15M to $60M equity checks]
SECTOR THESIS FOCUS: [e.g. vertical software, specialty industrials, healthcare services]
GEOGRAPHY: [e.g. North America]
DEAL TYPES PURSUED: [e.g. platform buyouts, add-ons, select growth equity]
OWNERSHIP PREFERENCE: [e.g. control, majority preferred, minority considered for the right asset]
EXISTING PORTFOLIO COMPANIES (for add-on fit): [list]
KNOWN INTERMEDIARY RELATIONSHIPS: [list of bankers/brokers already covered]
RETURN REQUIREMENTS: [e.g. target 3x MOIC, 25%+ gross IRR]
PUBLIC POSITIONING ALREADY APPROVED: [any firm language cleared for external use]
COMPLIANCE NOTES: [e.g. what counts as material non-public information, approval rules for outbound content]
HOUSE STYLE: [e.g. plain English, data-led, no superlatives, no em dashes]

CURRENT BUY BOX (update as the thesis evolves)
SECTOR / SUB-SEGMENT: [specific]
SIZE RANGE: [revenue / EBITDA band]
HARD DISQUALIFIERS: [list]
PRIORITY SIGNALS: [list, e.g. founder succession, sponsor hold period 4+ years]
TEAM 01 · 4 AGENTS

Thesis & Buy Box

Blackstone's AI flagged disruption risk and killed two public-company deals.

Define where you are hunting before you hunt: sectors, size, check and deal type, published as one buy box everyone sources against.

01BUILD THESIS

Sector Thesis Builder

Turns a sector hunch into a written investment thesis with the tailwinds, risks and what has to be true to win.

02DEFINE BUY BOX

Buy Box Definer

Converts a thesis into a precise buy box: size, geography, check size, deal type and ownership structure.

03MAP DEAL TYPES

Deal Type Mapper

Maps which deal structures fit the thesis: platform, add-on, growth equity, recap, or take-private, and what changes in sourcing for each.

04PUBLISH BUY BOX

Buy Box Publisher

Packages the thesis and buy box into a one-page publication for the team, intermediaries and the firm's own site.

TEAM 02 · 6 AGENTS

Market Mapping

EQT maps companies across its own 300+ sector taxonomy.

Map every owner, sponsor, lender and LP inside the thesis, ranked by fit, so nobody in the space is a surprise later.

05MAP UNIVERSE

Company Universe Mapper

Builds the full list of companies inside the thesis and sub-segments them so the team can prioritize systematically.

06TRACK SPONSOR OWNERSHIP

Sponsor Ownership Tracker

Tracks which companies in the universe are sponsor-owned, by which fund, since when, and estimates hold period.

07MAP LENDERS

Lender & Debt Maturity Mapper

Maps the lenders and known debt facilities behind companies in the universe and flags approaching maturities.

08MAP LPS

LP & Capital Source Mapper

Maps the LP and co-investor relationships connected to targets or their sponsors, useful for both intel and capital formation.

09BUILD TAXONOMY

Sector Taxonomy Builder

Builds a structured, reusable sector taxonomy so every future mapping exercise in this thesis uses the same categories.

10BUILD MARKET MAP

Market Map Visualizer

Turns the mapped universe into a presentation-ready market map grid by sub-segment and size.

TEAM 03 · 5 AGENTS

Proprietary Signals

EQT's Motherbrain fully sourced 9 investments, including AnyDesk and Netlify.

Track the signals that predict a deal before anyone sends a teaser: succession talk, founder age, leadership exits, debt maturities and hiring freezes.

11TRACK SUCCESSION

Succession Signal Tracker

Flags owners showing succession signals: age, lack of next-generation involvement, recent estate or legal activity.

12MONITOR LEADERSHIP EXITS

Leadership Exit Monitor

Scans for CFO, CEO and founder departures across the target universe, since a leadership change often precedes a sale process.

13SCAN DEBT SIGNALS

Debt Maturity Signal Scanner

Cross-references the lender and maturity map against the thesis to surface the targets where financing pressure is most likely to trigger a conversation.

14TRACK HIRING SIGNALS

Hiring & Headcount Signal Tracker

Monitors hiring freezes, layoffs and leadership hiring sprees across the target list as early operating signals.

15FUSE SIGNALS

Signal Fusion Scorer

Combines every tracked signal into one proprietary deal-readiness score per company, so the team knows who to call this week.

TEAM 04 · 5 AGENTS

Intermediary Coverage

Lazard now queries its entire CRM through its own internal LLM.

Track every banker and broker relationship, what they send and when, so you're the first call, not the fifth.

16TRACK INTERMEDIARIES

Intermediary Relationship Tracker

Builds and maintains the master list of bankers, brokers and advisors the firm covers, with relationship strength and sector focus.

17ANALYZE DEAL FLOW

Deal Flow Pattern Analyzer

Analyzes what each intermediary has sent historically to predict what they are likely to send next and whether it fits the buy box.

18TRIAGE TEASERS

Teaser Triage Router

Reads an inbound teaser and instantly routes it against the buy box: fast pass, fast interest, or needs more information.

19BUILD BANKER CADENCE

Banker Outreach Cadence Builder

Builds a personalized, scheduled outreach cadence to keep every covered intermediary warm without becoming noise.

20ASSIST LIVE NEGOTIATION

Live Deal Negotiation Assistant

Prepares talking points and counters for an active conversation with an intermediary about a specific live opportunity.

TEAM 05 · 5 AGENTS

Owner & Founder Outreach

EQT feeds 140,000 employee connections into its sourcing engine for warm paths.

Write DMs, emails and multi-year nurture touches that reference the owner's actual business, not a template with their name dropped in.

21FIND WARM PATH

Warm Path Finder

Finds the most credible warm introduction path to a target owner through the firm's own network.

22WRITE FIRST DM

First DM Writer

Writes a first LinkedIn or email message to an owner that proves you understand their business, not a template.

23BUILD NURTURE SEQUENCE

Multi-Year Nurture Sequencer

Builds a multi-touch, multi-year nurture sequence for owners who are not ready now but fit the thesis long term.

24HANDLE OWNER REPLY

Objection & Reply Handler

Drafts the reply to an owner's response, whatever it is: interested, not now, flattered but no, or skeptical.

25ACTIVATE REFERRALS

Referral Network Activator

Asks the firm's existing portfolio company owners and executives for referrals to other owners who might fit the thesis.

TEAM 06 · 5 AGENTS

Inbound & Content

JPMorgan's AI builds a full pitch deck in about 30 seconds.

Write the thesis posts, deal breakdowns, owner newsletters and webinar invites that make owners find you before you find them.

26WRITE THESIS POST

Thesis Post Writer

Turns the sector thesis into a LinkedIn post that signals exactly what you are looking for to the owners and intermediaries reading it.

27WRITE DEAL BREAKDOWN

Deal Breakdown Writer

Writes a public breakdown of a recent deal (the firm's own, or a market deal) that demonstrates expertise and attracts similar owners.

28WRITE OWNER NEWSLETTER

Owner Newsletter Writer

Writes a periodic newsletter aimed at owners in the thesis sector, building authority and staying top of mind before they are ready to sell.

29WRITE EVENT INVITE

Webinar & Event Invite Writer

Writes the invitation sequence for a webinar or owner-focused event: announcement, reminder and follow-up.

30BUILD CONTENT CALENDAR

Content Calendar Builder

Plans a month of inbound content across thesis posts, deal breakdowns, newsletter issues and events so output stays consistent.

TEAM 07 · 5 AGENTS

Screening & Pipeline

Blackstone's AI builds a first model "while I'm still on the phone."

Triage every teaser and CIM, score fit fast, prep the first call and log every touch so nothing falls through.

31SCREEN CIM

CIM Fast Screener

Reads a CIM and produces a fast go, no-go or dig-deeper read against the buy box, in minutes, not days.

32BUILD FIRST MODEL

First-Model Builder

Builds a quick, directional financial model from CIM-level data to support a go, no-go decision on the first call.

33PREP FIRST CALL

First Call Prep Builder

Builds the prep brief and question list for the first call with an owner or management team.

34LOG PIPELINE

Pipeline Logger

Logs every touch, from first teaser to decision, into a consistent pipeline record so nothing is lost and reporting is always current.

35REPORT PIPELINE

Weekly Pipeline Reporter

Turns the pipeline log into a weekly report for the partners: volume, sources, stage movement and what needs a decision.

Run order

Thesis to pipeline, in order.

Each team hands its output to the next, so the owner on today's call list is there because the thesis, the map and the signals all agree.

01Thesis & Buy Box→02Market Mapping→03Proprietary Signals→04Intermediary Coverage→05Owner & Founder Outreach→06Inbound & Content→07Screening & Pipeline
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