Description
Summary I'm looking for an experienced AI automation engineer to build an MVP for an internal AI-powered M&A Deal Intelligence platform. Project Goal I want to build a system that helps my M&A advisory firm identify acquisition opportunities, research businesses and owners, and prepare me for outreach—all while integrating with our existing Zoho CRM. MVP Requirements - Find businesses from selected public sources using lawful methods. - Gather company information (website, industry, location, products/services, leadership, estimated size, etc.). - Research owners and decision-makers using publicly available sources (company websites, LinkedIn, news, press releases, interviews, social media, public business records where appropriate, etc.). - Generate an AI briefing before I contact a prospect that includes: - Company summary - Owner background - Personalized conversation starters - Suggested questions - Potential acquisition opportunities - Risks or notable findings - Automatically create or update records in Zoho CRM with the research and AI summaries. - Be designed so additional data sources, automations, and AI capabilities can be added over time. Preferred Skills - AI agents - Python - OpenAI API (or similar LLMs) - Web scraping - Playwright - Apify - n8n or similar automation platforms - API integrations - Zoho CRM integrations - Experience building AI research or deal sourcing tools is a major plus. When Applying Please include: - Examples of similar AI automation or research systems you've built. - The technology stack you'd recommend. - How you'd approach this project. I'm looking for a long-term technical partner to continue expanding this into a comprehensive AI platform for our M&A advisory business if the initial project is successful.