Deal sourcing agents
A private-equity team recorded a conversation and had a running sourcing agent 48 hours later.
- Before
A deal team's sourcing process lived in three places: the CRM, a market-intelligence subscription, and a partner's laptop. Describing it took a coffee.
- What we did
Recorded the coffee on an iPhone. Athena read the transcript, unified Salesforce, PitchBook, and the local files, and drafted the workflow: research the company and contacts, write the outreach, hold for approval, send, write results back to Snowflake.
- After
48 hours later the sourcing agent was running. Every email approval-gated. Every source cited.
The agent drafts. The partner still decides who gets the email.
You do not need point solutions for enrichment or outreach. You need to hit send.
Coffee chat to sourcing agent
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
“I like that direction, that concept of the agent is the agent. It becomes an entity in its own right with its own ownership and its own missioning, and you get rid of the gray area and the blurry lines.”
“This combination is a winning combination for us, and this is where we see maximum traction, which is how do you apply all the intelligence that you have within [our data platform] and not worry about how you render that output.”
“A lot of people are telling us that, oh, I sold in this package because of this info... I secured this distribution because of the selling assistance help.”
“I am not a programmer. I cannot read a line of program in SQL or anything... The only thing that I'm doing is just writing prompts.”
“I finally got a chance to play around with the computer asset and build out the chatbot you mentioned. It was really impressive.”
“So we use the SDK, and we write that in Python, and it calls Athena majority by API. The results appear in the interface itself.”
“You guys are functioning better because the harness is tested for a longer period of time against enterprise customers.”
Verbatim from customer calls. Customers anonymized.
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