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Tutorial: Build a Perfect Prospect Buyer List with AI

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Published on
September 16, 2025

Manually creating a buyer list can take hours: reviewing documents, classifying potential investors, drafting outreach notes, and then organizing everything into a spreadsheet. With a pre-built workflow in Apers, the same process is automated and completed with a single click.

You can now try this exact workflow for free here!

Step 1: Sign In and Access Workflows

  1. Go to the Apers website and click Try for Free.
  2. If you are a new user, select Commercial Broker when prompted.
  3. Once inside, open the Workflows tab and choose Create from Template.

Step 2: Select the Buyer Targeting Template

  1. From the template library, choose Commercial Broker Buyer and Targeting Prospect List Generator.
  2. The template is pre-built to:
    • Extract information from your OM, rent roll, and T12.
    • Categorize buyers into three tiers: best fit, decent fit, and less ideal.
    • Create short pitches tailored to each buyer group.
    • Search online for actual buyer prospects.
    • Save everything into a spreadsheet.

Step 3: Upload the Offering Memorandum

  1. Click Use this Template and save it.
  2. Start a new chat inside Apers.
  3. Drag and drop your Offering Memorandum (PDF) into the chat window.
  4. Wait for the file to process. When the indicator turns green, the document is ready.

Step 4: Run the Workflow

  1. Select Buyer Targeting and Prospect List Builder.
  2. Apers automatically processes the file in stages:
    • Understanding the Deal: Reads the OM, extracts the address, and identifies key details.
    • Classifying Buyers: Places potential buyers into tiers.
      • Tier 1: Closest fit, e.g., local multifamily operators.
      • Tier 2: Reasonable fit, e.g., family offices, smaller funds.
      • Tier 3: Less ideal, e.g., large REITs or out-of-state funds.
    • Creating Draft Pitches: Produces different versions depending on the buyer category.
    • Finding Prospects: Searches online and lists potential buyers, including links to their websites and examples of relevant deals.

Step 5: Export the Buyer List

  1. After the workflow finishes, a new Excel spreadsheet is created.
  2. Open the file to review the output, which includes:
    • Buyer names
    • Website links
    • Tier classification
    • Notes on why each buyer was selected

Summary

By following these steps, you can turn an offering memorandum into a structured buyer list, complete with categories, draft pitches, and direct links to potential prospects. The workflow runs automatically once the template is chosen and the document is uploaded, leaving you with a ready spreadsheet for further use.

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👉 Still need more helps? Reach out to Apers to set it up for your organization. Request a personalized demo today.

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