Introductory seller calls
Know what to ask next.
Use short summaries, not confidential transcripts. Do not enter confidential, proprietary, personal, or non-public deal information. Use fictional or public information only. How notes are handled.
Type short, non-confidential facts while you talk. Nothing is sent until you ask for coaching.
Each action uses one request from your existing Deal Lab allowance. No extra subscription.
Seller Call Coach
Next question
Add a few notes, then ask for your next question.
Why it matters
Watch for
A prompt for the conversation. Seller statements still need independent verification.
Course concepts behind this response
Call goals & coverage
What have you learned?
Guide the conversation, without following a rigid script. You can change any status; your selections take priority over coach suggestions.
Why is the owner considering a sale?
What does the owner do day to day, and what depends on them?
What does the seller mean by profit or earnings?
Where is revenue concentrated, and is it recurring or project based?
Who manages employees and operations?
What operating, working-capital and capital-expenditure context is missing?
What transition does the seller expect?
What does the seller expect economically?
What is still missing, and what should happen next?
Post-call review
Prepare the next conversation.
Based on your summaries. Verbal claims are unverified; risks are questions to investigate.
Course concepts behind this review
Privacy & session notes
Seller Call Coach does not record audio in this version. Use short summaries, not confidential transcripts. Do not enter confidential, proprietary, personal, or non-public deal information.
Notes stay in the active browser session, in page memory only. Reloading, leaving this page, or choosing Clear call clears notes and coaching. Notes, coverage and up to three recent coaching questions are sent to the AI service only when you request coaching or a review. Acquisition Companion does not intentionally persist notes or results as a server-side deal file or conversation record, and this page does not send analytics.
If you explicitly open this call from Deal Workspace, its selected context appears in the notes before any AI request. Only short facts, questions and actions you select and confirm can be returned to that open workspace. Full call notes and model responses are never automatically saved. If device saving is enabled for that deal, those approved entries are saved in this browser.
AI requests use store: false. This is not a zero-retention guarantee: OpenAI and other service providers process requests under their own policies. No transcript or document uploads. Privacy · Terms.