Workshop evidence
M&A Target Sourcing Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
MATS-01 |
TH-2026-0145 of 8 passCindral Risk Labs | I do not have accessI cannot help |
MATS-02 |
Lumenrock Compliance Systems85.779.8 | I do not have accessI cannot help |
MATS-03 |
T-01-S122.0% marginDiligence questions | I do not have accessI cannot help |
MATS-04 |
Financial-first84.5top 3 holds under all 3 weightings | I do not have accessI cannot help |
MATS-05 |
RR-016 evidence gaps across 4 targetsnone has been sent | I do not have accessI cannot help |
MATS-06 |
ICM-2026-07-01$149MNot sent; no target contacted | I do not have accessI cannot help |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | M&A Target Sourcing Pilot; ic-memo-draft; challenge-ranking; screen-targets; build-thesis; evidence-gaps; aibast_ma-target-sourcing-synthetic-records.md; aibast_ma-target-sourcing-rules-and-guardrails.m | solutions/ma-target-sourcing/screenshots/assisted/annotated/01-review-build.png |
easy-mats-01 |
easy | TH-2026-014; 5 of 8 pass; Cindral Risk Labs | solutions/ma-target-sourcing/screenshots/assisted/annotated/02-mats-01.png |
easy-mats-02 |
easy | Lumenrock Compliance Systems; 85.7; 79.8 | solutions/ma-target-sourcing/screenshots/assisted/annotated/03-mats-02.png |
easy-mats-03 |
easy | 22.0% margin; T-01-S1; Diligence questions | solutions/ma-target-sourcing/screenshots/assisted/annotated/04-mats-03.png |
easy-mats-04 |
easy | top 3 holds under all 3 weightings; Financial-first; 84.5 | solutions/ma-target-sourcing/screenshots/assisted/annotated/05-mats-04.png |
easy-mats-05 |
easy | RR-01; 6 evidence gaps across 4 targets | solutions/ma-target-sourcing/screenshots/assisted/annotated/06-mats-05.png |
easy-mats-06 |
easy | ICM-2026-07-01; $149M; Not sent; no target contacted | solutions/ma-target-sourcing/screenshots/assisted/annotated/07-mats-06.png |
easy-confirm-draft |
easy | M&A Target Sourcing Pilot | solutions/ma-target-sourcing/screenshots/assisted/annotated/08-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/ma-target-sourcing/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | M&A Target Sourcing Manual | solutions/ma-target-sourcing/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | M&A Target Sourcing Agent — Manual Global Instru | solutions/ma-target-sourcing/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/ma-target-sourcing/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/ma-target-sourcing/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_ma-target-sourcing-rules-and-guardrails.m | solutions/ma-target-sourcing/screenshots/manual/annotated/06-add-aibast-ma-target-sourcing-rules-and-guardrails.png |
hard-step-07 |
hard | aibast_ma-target-sourcing-synthetic-records.md | solutions/ma-target-sourcing/screenshots/manual/annotated/07-add-aibast-ma-target-sourcing-synthetic-records.png |
hard-step-08 |
hard | build-thesis | solutions/ma-target-sourcing/screenshots/manual/annotated/08-add-aibast-build-thesis-01.png |
hard-step-09 |
hard | challenge-ranking | solutions/ma-target-sourcing/screenshots/manual/annotated/09-add-aibast-challenge-ranking-04.png |
hard-step-10 |
hard | evidence-gaps | solutions/ma-target-sourcing/screenshots/manual/annotated/10-add-aibast-evidence-gaps-05.png |
hard-step-11 |
hard | ic-memo-draft | solutions/ma-target-sourcing/screenshots/manual/annotated/11-add-aibast-ic-memo-draft-06.png |
hard-step-12 |
hard | screen-targets | solutions/ma-target-sourcing/screenshots/manual/annotated/12-add-aibast-screen-targets-02.png |
hard-step-13 |
hard | target-dossier | solutions/ma-target-sourcing/screenshots/manual/annotated/13-add-aibast-target-dossier-03.png |
hard-step-14 |
hard | Claude Opus 5; target-dossier; screen-targets; ic-memo-draft; evidence-gaps; challenge-ranking; aibast_ma-target-sourcing-synthetic-records.md; aibast_ma-target-sourcing-rules-and-guardrails.m | solutions/ma-target-sourcing/screenshots/manual/annotated/14-review-inventory.png |
hard-step-15 |
hard | target-dossier; screen-targets; ic-memo-draft; evidence-gaps | solutions/ma-target-sourcing/screenshots/manual/annotated/15-review-skills.png |
hard-step-16 |
hard | screen-targets; ic-memo-draft; evidence-gaps; challenge-ranking; build-thesis | solutions/ma-target-sourcing/screenshots/manual/annotated/16-review-skills-more.png |
hard-step-17 |
hard | M&A Target Sourcing Manual | solutions/ma-target-sourcing/screenshots/manual/annotated/17-open-preview.png |
hard-mats-01 |
hard | TH-2026-014; 5 of 8 pass; Cindral Risk Labs | solutions/ma-target-sourcing/screenshots/manual/annotated/18-mats-01.png |
hard-mats-02 |
hard | Lumenrock Compliance Systems; 85.7; 79.8 | solutions/ma-target-sourcing/screenshots/manual/annotated/19-mats-02.png |
hard-mats-03 |
hard | 22.0% margin; T-01-S1; Diligence questions | solutions/ma-target-sourcing/screenshots/manual/annotated/20-mats-03.png |
hard-mats-04 |
hard | top 3 holds under all 3 weightings; Financial-first; 84.5 | solutions/ma-target-sourcing/screenshots/manual/annotated/21-mats-04.png |
hard-mats-05 |
hard | 6 evidence gaps across 4 targets; RR-01 | solutions/ma-target-sourcing/screenshots/manual/annotated/22-mats-05.png |
hard-mats-06 |
hard | ICM-2026-07-01; $149M; Not sent; no target contacted | solutions/ma-target-sourcing/screenshots/manual/annotated/23-mats-06.png |
hard-step-24 |
hard | M&A Target Sourcing Manual | solutions/ma-target-sourcing/screenshots/manual/annotated/24-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|