Deal Scout is a deal-sourcing connector for private equity investors, private-markets funds and the advisers who work with them. Make a sourcing request in plain language inside Claude and get back a structured, sourced result: a target universe, an enriched list, a company profile, a transaction history, or news and web research on a company or sector.
The connector is built for people who source and screen private-company opportunities:
It is designed for private, non-listed companies, where the information sits across company websites, trade directories, published rankings and deal records rather than in filings.
An AgenticPM account. Accounts are set up by our team rather than through self-serve signup. Email support@agenticprivatemarkets.ai with the address you would like to use and we will provision access and send your sign-in details.
A Claude account on any plan that supports connectors. On Team and Enterprise, an administrator may need to approve the connector before you can add it.
Nothing to set up on your side. The connector does not touch your CRM, files, email or systems of record, so there is no configuration to do.
In Claude, open Settings → Connectors.
Find AgenticPM — Deal Scout and select Connect.
You are taken to AgenticPM to sign in with your email and password, then returned to Claude.
Start a conversation and ask a sourcing question. Claude selects the right tool for you.
You never need to name a tool. Describe the outcome you want.
Describe a market and get the companies in it, assembled from published rankings, trade directories and list pages rather than from search rankings.
Hand over a list of names and get named fields added, turning it into something screenable.
Six tools cover the sourcing funnel end to end. You never need to name one, since Claude picks, but here is what sits behind each answer.
You have a thesis, a mandate or a platform company and you need the full universe of who is out there, not the twelve names already in your CRM. Describe what you are looking for in plain English.
You have a list, from the Sweep or from your own spreadsheet, and it is mostly empty. This fills in revenue, headcount, ownership, locations, end markets and whatever else you asked for, across the whole list at once.
A company’s own website is the most reliable source on itself and the least indexed. This reads the whole site, not just the homepage: locations, service lines, certifications, careers and case studies.
The open research question in the middle of a diligence or a thesis. How fragmented is this market, who are the top players in this region, what is driving pricing, is this a real trend. Ask it the way you would ask a junior analyst.
Time-sensitive signals rather than evergreen facts. Who just raised, sold, expanded, opened a plant, lost a contract or changed CEO. Run it across a whole watchlist or a single name.
Pricing context and buyer mapping. What has traded in this space, who bought it, at what multiple where disclosed, and which acquirers are active right now.
Name the connector if Claude does not reach for it. “Use Deal Scout to build me a list of…” is the fastest way to steer it.
Name the tool when you know which one you want. “Use Precedent Transactions on [sector]” skips any guesswork.
Lead with the outcome. “Build me a list of…”, “Enrich this list with…” and “Research…” all map cleanly onto what the connector does.
Give criteria in one go. Sector, geography, revenue band, ownership type and site count in the first message produce a tighter universe than adding them one at a time.
Say what a field means to you. “Independent” can mean founder-owned, non-PE-backed or non-corporate-owned. Spelling it out avoids re-runs.
Enrich in batches. A shorter list comes back faster and more reliably than one long one, so split a large list and run it in parts.
Build on the previous answer. Once a list exists in the conversation you can enrich it, filter it, or profile one company from it without pasting anything back in.
Only what is needed to answer the request is sent to AgenticPM: a company name, a domain, a market description, or a list of companies you have supplied. Your wider conversation is not sent. We do not read your Claude chat history, memory or uploaded files.
Requests are made under your AgenticPM account. The connector reads public web sources and third-party business-data providers. It has no access to your own systems, and beyond your account details it holds no data of yours other than the parameters of each request.
How we handle data, including the sources we use and the rights you have over information about you, is set out in full in our privacy policy.
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