One coordinated workflow from interest to close.
The Deals Agent keeps buyers, sellers, advisors, tasks, documents, decisions and deadlines aligned. It identifies the next action, routes requests and makes stalled deals visible before momentum is lost.
What this agent can do
- 1Creates the deal plan, stages, owners, tasks and deadlines
- 2Tracks inquiries, qualification, NDA, access, meetings, offers, diligence and closing
- 3Coordinates buyer and seller teams with role-based views
- 4Routes diligence questions and document requests to the Data Room Agent
- 5Summarizes calls, communications, decisions, open items and risks
- 6Triggers reminders, escalations and recommended next actions
- 7Prepares pipeline, probability, activity and closing reports
Example prompts
Pick one and Alisha starts on it straight away.
Create a deal plan from NDA to closing for this transaction.
Show every buyer waiting for access, information or seller feedback.
Prepare a weekly status report and identify the three biggest closing risks.
What you see while the agent works
Every task moves through the same visible stages, so you always know what is happening in the background.
- UnderstandingThe agent is interpreting the prompt, goal and available context.
- PlanningThe agent has converted the request into steps, sources and deliverables.
- WorkingThe agent is completing the task in the background.
- Waiting for inputA missing fact or user choice blocks meaningful progress.
- Approval requiredA sensitive or external action is ready for review.
- CompletedThe output is delivered with sources, actions taken and recommended next step.
- MonitoringThe agent is continuing an approved recurring or conditional workflow.
How it works with the agent team
Workspace applications
Buyer or seller follows a clear transaction plan.
Explore this workspaceAdvisor manages multiple deals and counterparties.
Explore this workspaceInvestment team governs pipeline, diligence and approvals.
Explore this workspaceAutonomous work with clear control
SellAnyBiz agents can research, analyze, create and monitor in the background. The user remains in control of confidential access, external communication and commercial decisions. Every agent works within workspace roles, approved data sources and task-level permissions.
Permission aware
Agents only use the records, connected sources and actions available to the user and approved for the task.
Approval gates
Publishing, first-time external outreach, confidential access changes and legally or commercially consequential actions can require review.
Traceable work
Important outputs show the source records, assumptions, confidence and agent activity behind them.
Role based access
Owners, buyers, advisors, team members and counterparties see only the information assigned to their role.
Editable memory
Users can review and update the goals, criteria, preferences and instructions Alisha uses.
Human professional judgment
Agents support execution and decision-making. Legal, tax, regulatory and investment decisions remain subject to qualified professional review.
Meet the rest of the team
- Success CopilotAlishaMeet this agent
- Opportunity searchOpportunity Discovery AgentMeet this agent
- People and relationship intelligencePeople Intelligence AgentMeet this agent
- Company research and target originationCompany Intelligence and Origination AgentMeet this agent
- Market-ready listingsListing BuilderMeet this agent
- Transaction documentsDocument BuilderMeet this agent
- Exit readiness and secure diligenceData Room AgentMeet this agent
- Personalized engagementOutreach AgentMeet this agent