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opportunity

AI-Powered Deal Origination & Opportunity Intelligence Platform

Overview Build an MVP AI-powered deal origination and opportunity intelligence platform to identify UK private company acquisition, succession, refinancing and distressed opportunities. The platform should analyse public company data, identify high-probability opportunities, enrich decision-maker information, generate AI reports and support targeted outreach. This is an MVP validation project requiring a fast, practical build with scalable foundations, not an enterprise solution. Core Objectives The platform must: • Collect company/director data • Analyse and score opportunities • Identify decision makers • Enrich contacts • Generate AI intelligence reports • Create outreach recommendations • Store opportunities in CRM • Maintain continuously updated pipelines Data Sources Required: • Companies House API • Gazette Insolvency Feed • Company websites • Public web research Preferred: • LinkedIn enrichment • Contact providers • News feeds • Business directories Future: Planning data, Land Registry/property ownership, email automation, workflows, dashboards, additional providers and AI agents. Functional Requirements 1. Company Intelligence Engine Retrieve, store and update: • Company name, number, address and SIC codes • Filing history, accounts and charges/mortgages • Directors and shareholders where available • Insolvency notices and Gazette events • Website and content summaries Maintain structured profiles for each company. 2. Opportunity Scoring Engine Core IP component. Must be configurable, AI-independent and adjustable without code changes. Required: • Weighted and rule-based scoring • Score explanations • Confidence ratings Scores: Acquisition: revenue, EBITDA/profitability, growth, recurring income, sector attractiveness, leverage. Succession: director age, ownership length, ownership concentration, management depth, succession indicators. Refinancing: lender charges, debt profile, leverage, property ownership, maturity indicators. Distress: insolvency notices, winding-up petitions, director resignations, overdue filings, negative trends. Probability of Sale: founder age, ownership duration, succession indicators, growth plateau, market conditions. Example: Sale Score: 86/100 Reasons: • Founder age estimated 67 • Sole shareholder • 24 years ownership • Stable profitability • No succession structure identified AI explains scores; scoring remains framework-driven. 3. Contact Enrichment Identify/store: • Founder, CEO, Managing Director, shareholders • Email, telephone, website, LinkedIn • Decision-maker information Supports future outreach and relationship development. 4. AI Intelligence Briefs Generate for high-ranking opportunities: Company Summary: Business description, financial overview, strengths. Opportunity Summary: Selection rationale, engagement potential, strategic rationale. Engagement Angle: Succession planning, growth capital, partnership, acquisition or refinancing 5. CRM MVP CRM must support: • Opportunity storage • Search/filtering • Notes and comments • Status tracking • Outreach tracking • Score history Workflow: Identified → Qualified → Contacted → Conversation Started → Active → Mandated → Closed 6. Outreach Intelligence Generate/store: • Personalised emails • LinkedIn messages • Telephone briefs No automated sending required AI Architecture Use model-agnostic architecture that remains operational if providers change Support: OpenAI, Anthropic Claude, Google Gemini, Meta Llama, DeepSeek, Qwen and future providers Admin controls: • Select AI provider • Change providers without code changes • Configure API keys • Add models Scoring must remain independent of AI Technology Backend: Python, FastAPI Database: PostgreSQL, Supabase Frontend: React, Next.js Infrastructure: AWS, Vercel, Supabase AI: Provider-agnostic APIs with future agent support Scalability Support future: • Multi-agent workflows • AI orchestration/MCP • Additional APIs • Email and workflow automation • Large-scale analysis • Advanced reporting Future integrations: CRM systems, enrichment providers, email systems, Land Registry, planning/property/commercial intelligence sources Dashboard Provide a simple user-friendly dashboard for non-technical sales/outreach users with navigation, opportunity views, filtering, pipeline management and AI insight access Deliverables • Working MVP • Source code • Deployment instructions • Technical documentation • Configurable scoring engine • CRM • Company intelligence engine • Contact enrichment • AI opportunity reports • Outreach generation • User administration • Large-scale UK company analysis capability Proposal Requirements Include: • Relevant examples • Architecture • Technology stack • Cost estimate • Delivery timeframe • Support options • MVP improvements Budget Open to proposals. Preference for developers experienced in AI intelligence platforms, CRM systems, API integrations and scalable MVP delivery rather than enterprise builds