Deal sourcing automation for M&A: from listings to LOI drafts
A pipeline that sources acquisition targets, handles broker replies and drafts letters of intent, with a person approving every one.
The problem
Sourcing acquisition targets, managing broker conversations and drafting offer documents by hand meant the buyer could not run more than a handful of deals at once.
How the system works
Automated sourcing
Listings are scraped and retrieved continuously from several business-for-sale marketplaces, stored in one place and refreshed daily.
Broker reply handling
A first AI agent reads incoming broker messages and pulls content from attachments such as Confidential Information Memorandums. It checks the deal against the buyer's criteria and decides whether to qualify, ask for clarification or reject.
Follow-up scheduling
A second agent controls the timing of replies and when to stop on pending deals, so nothing goes quiet and brokers are not chased too often.
LOI drafting
A third agent writes a Letter of Intent for each qualified opportunity and formats it as a structured document.
Human approval gate
Each draft goes to a Slack workflow with approve and reject buttons, so a person oversees every financial commitment.
Send and tracking
Approved letters are sent from the client's own email address, and deal statuses are updated as the deal moves through the pipeline.
Result in production
A scalable pipeline covers sourcing, qualification and paperwork while people keep control of financial commitments.
Who this pattern fits
The pattern suits M&A sourcing teams and financial services firms, and any organisation that must manage volume, compliance and coordination at scale.
Tools used
n8n
Workflow runtime, orchestration, scheduling and webhooks.
Claude API
Reasoning and structured outputs for the decision-making steps.
Unipile
Messaging integration in the production stack.
Slack
Approval workflow and notifications.
Google Drive
Document storage and management.
Related
Frequently asked questions
Does the AI send letters of intent without approval?
No. Claude drafts each letter, but it goes through a human approval step in Slack first. Nothing is sent to a broker until a person has approved it.