I want to present or review the business without missing the questions that really change value.
An AI chat gives a due diligence checklist, but it does not connect real documents, grey areas and buyer questions.
Bruno prepares the file, flags missing proof, clarifies sensitive points and structures questions before the accountant, lawyer or buyer.
The discussion starts from facts and real risks, not an overly polished presentation.
Bruno makes this useful by connecting daily interruptions to durable follow-up: message, task, follow-up, approval and memory.
Mobilized foundations- Connected tools: calendar, email, spreadsheets, Drive, lightweight CRM or team messaging feed the file without retyping.
- Action memory: each request keeps its customer, context, received documents, follow-ups and next step.
- Human control: Bruno prepares, sorts and follows up, while sensitive messages and committing actions stay approved.
- Field gain: the goal is not to produce a long report, but to move a real request forward without retyping.
Apply the "Gather figures, proof and questions before talks" use case in my company context.
- The priority deliverables are produced: Sale file, Buyer questions, Key documents, Watchpoints.
- Assumptions, risks and required human approvals are explicit.
- The result is reusable by the team, as in the Cycles Martin, a 7-person bike workshop and shop example.
Info to clarify
- What is the exact context of your company, customer or project?
- Which documents, data or conversations can Bruno use as a starting point?
- Which deliverables do you want first, and which ones can wait?
- Who must approve the result before any external action is launched?
The founder is nearing retirement and speaking with two potential buyers. He knows the business by heart, but acquisition-relevant information is scattered: revenue by family, supplier contracts, lease, seasonality, dependence on three large B2B customers, dormant stock and fleet-bike maintenance records. He wants to be transparent without weakening his negotiation.
Bruno prepares a sober file: key figures, documents to provide, watchpoints, likely buyer questions and points to review with the accountant. It separates what should be documented now from what needs external advice. The discussion starts from a real business, with strengths and friction, not an overly perfect brochure.
Created agents
- Acquisition file agent
- Proof agent
- Sensitive questions agent
Delivered assets
- Sale file
- Buyer questions
- Watchpoints