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How it works

How Oppsheet works for owners and sellers

Selling a business starts with a conversation, not a data room. Describe your company to Claude in plain language and Oppsheet posts it anonymously: buyers see a revenue range, a cash-flow range, sector, and state. Never your name, never your company, never your exact figures. Your listing reaches a limited number of best-fit buyers, not the whole market, and you get an email the moment anyone signals interest. You review each buyer (title, location, how they fund) and choose who gets the introduction. No success fees, ever.

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

This block has one blank: your listing reference, which Oppsheet gives you once you post.

Oppsheet issues this when your listing goes live. Leave it blank until then.

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.

Sellers don’t need a routine, because Oppsheet comes to you. You’ll get an email the moment a buyer signals interest. Two things make the process sharper:

  1. Create a Claude Project called “Exploring a sale” and paste the “Copy for Claude” block above into its project instructions. Add one more thing in your own words: what matters most to you in a buyer, whether that is price, speed, confidentiality, or what happens to your crew. Claude will weigh every interested buyer against YOUR priorities, not generic ones.
  2. When the email arrives, open that project and say “check my listing.” Claude pulls every interested buyer (title, location, funding basis) and helps you compare them before you choose who to connect with.

When a buyer signals (say this in your project)

Use Oppsheet and check my listing. Show me every interested buyer with their title, location, and funding basis. Compare them against what I've told you matters most to me in a buyer, tell me which one you'd look at first and why, and remind me what happens (and what stays private) if I choose to connect.

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.

An owner in Texas with a landscaping and grounds business, testing the market without telling staff or customers.

Their completed block

I use Oppsheet (the M&A connector) as a business owner exploring a sale. My listing is OPP-7K3M2A. When I say "check my listing", pull up my deals and tell me delivered and interested-buyer counts. When a buyer signals (I'll get an email), show me every interested buyer (title, location, funding basis) and help me compare them before I choose who to connect with. When I say "connect with [buyer]", make the introduction. Remind me: my identity stays hidden until I choose to connect, exact figures are never shown (only ranges), and connecting shares email addresses both ways. If I ask for my Interested Buyer Report, produce the downloadable version.

The listing buyers actually see

Your listing is live and anonymous. This is everything a matched buyer sees:

OPP-7K3M2A · Landscaping & Lawn Care · Texas (Southwest)
Revenue $1–5M · SDE $250–500K · Majority sale
Established grounds-maintenance business with a recurring commercial contract base and a stable crew. Owner seeking a partner for the next stage.

Delivered to matched buyers. You’ll get an email the moment anyone signals interest.

No company name, no owner name, no address, and no exact figures. Nothing changes until you choose to connect.

Ready when you are.

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

Add Oppsheet to Claude

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