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A broker has a fictional seller brief and needs a business-listing
draft.

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Open AI Builder and Listing Builder in the right workspace.

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Choose Brick and Mortar plus Digital, the available business
editor.

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The separate franchise, commercial-property and capital editors
are marked coming soon; use the appropriate preparation guide for
those cases.

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In Data Sources, upload the business brief and the records you are
authorised to use.

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Our example uses a fictional SaaS overview.

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Include the reporting periods and currency, and leave unknown
values unknown.

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Once the upload is ready, choose Generate with AI agent and check
any displayed generation cost.

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Follow the agent’s progress in the chat panel.

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This captured run shows the title and summary, industry, business
details and valuation draft being prepared.

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Wait for the run to finish before reviewing the fields.

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The agent organises the supplied information; its output still
needs verification against the source records.

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Here is the saved fictional result.

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Review the title and description, then check financial periods,
currency, category and images in their sections.

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Correct unsupported claims and separate the public summary from
confidential evidence.

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A generated valuation is a draft to assess, not confirmation of
the business’s market value.

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Open Publish and Review to see the public listing and the Data
Room preview.

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A new listing prepares its linked room automatically.

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Check the public facts, document visibility and any remaining go-
live requirements, including displayed platform terms.

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Publish only after the seller’s approval.

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This saved example remains an unpublished draft.