n8n deal sourcing for private equity and M&A teams

Analysts revisit the same prospects across lists with stale funding data and inconsistent filters. A fast but opaque score makes that worse if the firm cannot trace why a target was promoted or excluded.

1. Import your investment criteria and authorized Crunchbase API results into n8n; deduplicate by stable company identity, not name alone.
2. Collect public pages under their terms and preserve timestamped source references. Respect access controls; no proxy-based evasion.
3. Ask a supported Claude model for business-model observations and missing diligence questions. The row’s Claude 3.5 Sonnet version needs replacement on the direct API.
4. Keep disclosed ARR separate from analyst scenarios. Reject any estimate whose only basis is a subdomain pattern.
5. Write a Notion DB target, source ledger and analyst assignment; review before adding it to partner-facing deal flow.

Investment criteria → Crunchbase candidates → company dedup
→ permitted site evidence → Claude screening memo → ARR provenance gate → Notion analyst queue

This n8n Code-node fragment consumes a normalized, authenticated event from preceding integration steps. It demonstrates the decision boundary, not a complete API client. Fields are workflow-local mappings, not claimed vendor field names. Upstream credentials, schema validation, permissions, durable reservations and provider operations must be implemented separately. Numeric policy examples are illustrative, not Imperio service terms.

// n8n Code node: prevent inferred ARR becoming a disclosed fact
const target = $json;
const revenue = target.revenue_evidence;
return [{ json: {
  companyId: target.crunchbase_id,
  disclosedArr: revenue?.is_company_disclosed && revenue?.source_url
    ? revenue.amount : null,
  revenueStatus: revenue?.is_company_disclosed ? "verify_source" : "unknown",
  prohibitedInference: "Do not infer ARR from subdomain count or site layout.",
  notionReviewOwner: target.analyst_id
} }];

Measure qualified targets reviewed per analyst hour and false positives reaching partner review. Illustrative: saving eight minutes on 75 initial screens releases ten hours for real diligence, with no implied acquisition return.

A spreadsheet suffices for a small thesis list. n8n adds repeatable evidence collection and deduplication; it cannot replace financial diligence, management interviews or authenticated operating data.

Ask Imperio to build a thesis-specific sourcing queue that preserves source provenance and financial uncertainty.

Can it estimate ARR from a company website?

Only an explicitly labeled assumption-based scenario, not a factual financial metric; weak site-layout inference should be excluded.

Can confidential deal documents enter the workflow?

Only with your consent, access controls and approved processor arrangements.

How are similarly named subsidiaries handled?

Resolve legal entity, domain and corporate relationships before combining records.

• Anthropic model lifecycle and retirement dates