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Part III

The Machine: The Searcher OS

Build the machine once. A one-person deal team runs four jobs alone; this part fills the seats with an AI-first operating system that lives in files you own, governed by conversation rather than configuration.

All parts4 modules, 8 lessons
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M3.1

Claude Code Is Your Deal Team

  1. L3.1.1

    The One-Person Deal Team Problem

    The searcher is analyst, researcher, business development associate and operations lead at once, and every month of search has an opportunity cost. Naming the four jobs is the first step to delegating them.

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  2. L3.1.2

    The Five Seats

    The Searcher OS fills five seats: Source, Enrich, Screen, Analyze, Reach. What each seat does, when it runs, and what it replaces from the subscription stack a funded search typically pays for.

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M3.2

The Search Brief and Files-as-Truth

  1. L3.2.1

    The Search HQ

    One folder, eight subfolders, governed by a search brief that holds your buy box, industry codes, deal criteria, search stage and dead-deal scar tissue as permanent memory the machine reads every time.

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  2. L3.2.2

    The CRM You Own

    A files-as-truth pipeline instead of a SaaS CRM: a self-maintaining local system with a daily briefing routine, owned outright and readable by every tool you run.

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M3.3

The Canonical Prompt Library

  1. L3.3.1

    Prompt Doctrine

    The context-task-format frame, the rule that the machine never invents an economic term, tagging discipline for anything the broker provided, and the filter that keeps output from reading like a model wrote it.

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  2. L3.3.2

    The Library

    The canonical prompt set, organized by family across screening, underwriting, the deal and operations: quick screens, red-flag extraction, add-back analysis, financial extraction, valuation, letter drafting, deal memos, call preparation, sourcing, outreach and briefings.

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M3.4

Documents and Automation

  1. L3.4.1

    The Document Generator

    NDA, indication of interest and letter of intent drafted on letterhead from templates. The machine drafts; you sign nothing you cannot explain line by line.

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  2. L3.4.2

    Routines

    The standing automations of a running search: CIM buyout analysis, the daily calendar briefing, post-call follow-up, listing triage, and promotion of a target into the pipeline.

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