Approach

Pick a window. Rolling sweeps the last 24h forward from every active feed (newsletter, RSS, EDGAR, sponsor portfolios). Backfill modes use EDGAR + newsletter mailbox to fill historical data — RSS and sponsor portfolio scrapes are forward-only.

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Rolling 24h Last 7 days Last 30 days Last 90 days

Quarterly backfill

Custom range

to Run custom

Newsletter

Verify path Backfill 2y newsletter only 1y

Phases

Activity stream

Paste any text containing an M&A transaction announcement. Claude extracts target / acquirer / industry / EV / revenue / EBITDA / multiples / structure into structured fields. Source URL is optional but improves traceability.

Run a full-text search over recent 8-K filings; each match goes through the comp classifier and lands as a row in the database. Use specific queries.

Pulls a closed Fairway deal from the companies + deal_matches + exec_overview snapshot, normalizes to a comp row. Anonymized by default (target name not stored).

Sends as data@fairway-advisory.com via Microsoft Graph. The PDF is attached inline. Replies route to your inbox if specified.

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Generates a tokenized share link that redirects to the article on fairway-advisory.com and logs the open against this contact. Drop the link into any email or LinkedIn message. The dashboard's Engagement Heatmap surfaces who's actually reading.

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Set the visual brand assets for this company. Manually set values are authoritative and will not be overwritten by Enrich Assets. Logos and hero images are embedded in CIM, pitch deck, and teaser cover pages.

Current Logo

Upload File

Or Paste a URL

Hero Image & Brand Color (optional)

The codename appears on the Teaser, blind one-pagers, and pre-NDA outreach so the seller's identity stays hidden until NDA. Names are industry-themed and deduped against every codename ever used on the platform.

Current Codename

None set

Generate Candidates

Or Set a Custom Codename

These fields drive the Engagement Letter retainer and the Owner Outcome Memo math. Anything left blank uses the AI-extracted value from your uploaded financials, or the Fairway standard default. Manual values always win over extracted values.

Mailing Address (for Engagement Letter)

Current Financials (review & override AI extraction)

Owner Outcome Memo Inputs

Enrichment complete. You can now upload financial documents and generate the document set, or set the project codename / engagement approach first.

The Data Book is the financial source of truth for this engagement, modeled after the Justin/Dustin pl-spread methodology. It reads every uploaded P&L / balance sheet / GL export, maps raw QB accounts to a standardized chart of accounts, eliminates intercompany flows (e.g., PC/MSO management fees), and proposes Reported→Adjusted EBITDA add-backs. All six standard deliverables read normalized financials from the approved Data Book. Build this BEFORE generating the Executive Overview.

step log

The Foundation is the single source-of-truth document for this engagement. It captures the corporate structure, per-entity + consolidated financials, customer base, operations, risks, and engagement objective. All six standard deliverables render from the approved Foundation, so curating this one document carefully means the Teaser, CIM, Pitch Deck, Engagement Letter, OOM, and Exec Overview all stay consistent.

Extract Entities from Documents

step log

No Foundation generated yet.

After every document renders, a vision-capable AI inspects each page for overlap, cutoff, missing data, broken tables, and other visual defects. Critical findings auto-trigger a re-render. Major and minor findings are surfaced here for review.

The negotiated deal economics for this engagement. These values flow into the Engagement Letter (overriding the Fairway-standard defaults) and into every AI generator's context so the Owner Outcome Memo, CIM, and Executive Overview all describe the engagement consistently. Leave a field blank to use the Fairway-standard default.

Engagement

Retainer

Success Fee

Other Terms

Strategic Notes

Free-text angle / positioning notes that flow into every AI doc prompt (in addition to the structured fields above). Example: "Owner wants partial liquidity, not full exit. Lead with margin durability not EBITDA. Champion Wellness is the natural buyer."

Your strategic thinking for this engagement. These notes get injected into the prompt for every generated document (Executive Overview, Pitch Deck, Engagement Letter, Owner Outcome Memo, Teaser, CIM) so the AI knows the angle you want to play. Speak in your voice, in shorthand. Examples: "owner wants partial liquidity, not full exit", "Champion Wellness is the natural buyer", "do NOT lead with EBITDA - lead with margin durability."

Extracted text (this is what the AI sees at generation time)

Emails are sent via Microsoft Graph API through the Exchange Online mailbox.

Batch Sizes per Stage

Human Simulation Delays

The Chrome extension randomizes delays between min and max to simulate natural human behavior. Wider ranges are safer.

Circuit breakers trigger at 80% (warning logged), 90% (admin email alert), and 100% (service paused until next billing cycle).

Apollo Targeting Criteria (for automated sourcing)

Investment Profile (optional)

Buyer · This will create a sell-side campaign that sources targets matching the criteria below and presents qualified matches to this buyer.

Targeting Criteria (pre-filled from buyer profile)