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How it works

How Oppsheet works for buyers

Oppsheet turns Claude into your deal-sourcing analyst. Set your acquisition criteria once (sectors, revenue range, U.S. regions) and matched, anonymized listings come to you: revenue range, cash-flow disclosure (SDE/EBITDA), sector, and state, never the company’s identity. Signal interest in one sentence; if the seller elects to connect, contact details are exchanged by email the same day. No success fees, so your deal stays your deal. Membership: first 30 days free, $19.99/month after.

Build your block

Fill in what applies to you and copy the result into Claude. Skip anything you don’t know yet: the bracketed prompt stays, and Claude will ask.

The Builder

Fill in what you’re looking for. The block on the right updates as you type.

Hold Ctrl (Cmd on Mac) to pick several.
Regions
Transaction types
Sellers see this when they decide who to connect with.

Copy for Claude

Paste this into a Claude project, your preferences, or any chat.

Nothing you type here leaves your browser. No account needed, and nothing you enter is stored.

Power Setup

Five minutes now, and Oppsheet runs itself.

Serious buyers run Oppsheet on autopilot. Three steps, five minutes:

  1. Create a Claude Project called “Acquisitions” and paste the “Copy for Claude” block above into its project instructions. Now every conversation in that project knows your criteria, your history, and what you’ve passed on, and why.
  2. Set a weekly scheduled task in Claude with the prompt below. Claude scans on schedule and briefs you like an analyst, comparing new listings against everything in your project rather than just filtering fields. (No scheduled tasks on your plan? A weekly calendar reminder plus the one word “scan” does the same job.)
  3. Let email handle the rest. The moment a seller elects to connect with you, Oppsheet emails you. You never need to check for events, only for judgment.

Weekly scan (scheduled task)

Use Oppsheet and run my weekly scan. Browse my matched listings and compare them against my acquisition criteria and everything we've discussed in this project, including deals I've passed on and why. Summarize anything new: reference, sector, state, revenue and cash-flow ranges. Flag the single best fit and tell me why it fits. If a listing resembles something I previously passed on, say what's different. If nothing new matches, tell me in one line. Never invent figures a listing doesn't contain. End by asking if I want to signal interest in anything.

The pattern: Oppsheet emails you the moment something happens. Your Claude Project is where the judgment happens. The scheduled scan just makes sure judgment happens on schedule.

A worked example

⚠ Illustrative example

A generic persona, start to finish. Not a real member, and not real deal data.

A self-funded searcher based in Illinois, hunting home-services businesses across the Midwest with SBA financing behind them.

Their completed block

I use Oppsheet (the M&A connector) as a buyer. My acquisition criteria: HVAC Services, Plumbing, Electrical Contracting, revenue $1–5M, regions Midwest, transaction types full sale, majority sale. When I say "scan", browse my Oppsheet matches and summarize anything new since we last looked (reference, sector, state, revenue and cash-flow ranges) and flag the best fit against my criteria. When I say "signal [reference]", signal my interest in that listing. Keep my buyer profile current: funding basis SBA-backed and my state IL, since sellers see these when deciding who to connect with. Never invent figures a listing doesn't contain.

What “scan” returns inside Oppsheet

2 new matches since we last looked. Both fit your criteria (home services, $1–5M revenue, Midwest):

OPP-4H2K9C · HVAC Services · Ohio (Midwest)
Revenue $1–5M · SDE $500K–$1M · Majority sale
OPP-6B8T1E · Plumbing · Indiana (Midwest)
Revenue $1–5M · SDE $250–500K · Full sale

Best fit against your criteria: OPP-4H2K9C, with a recurring maintenance base, an owner retiring, and management staying. Say signal OPP-4H2K9C and I’ll register your interest.

Buyers see the opportunity, never the identity. Exact figures are never shown, only ranges.

Ready when you are.

Add Oppsheet to Claude once, paste your block, and start the conversation.

Add Oppsheet to Claude

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