M&A advisors & business brokers
AI for the deal flow. Built around how you close.
We work with M&A advisors and business brokers to put AI inside the work that actually moves deals. CIM drafts. Financial summaries. Diligence rooms. Buyer questions. Less manual lift. More closed transactions.
Why us
We focus on M&A advisors and business brokers because deal speed wins deals.
We help your firm use AI across the full deal lifecycle. From the first conversation with a seller to a closed transaction with a buyer. We reduce the manual work around CIMs, financials, diligence, and buyer communication so your team can run more deals at a higher standard.
What we build
A partner across the full deal lifecycle.
CIMs & financials
AI CIM drafting and financial summaries
Turn raw deal files into clean CIM drafts. Pull financials automatically. Generate buyer-ready narratives in a fraction of the time. Your analysts review and polish instead of starting from scratch.
Diligence
Diligence and document intelligence
Organize messy data rooms. Answer buyer questions in seconds. Surface red flags before they hurt your deal. Every file becomes searchable knowledge the team can lean on.
Buyer flow
Buyer communication and deal flow
A reusable knowledge base from your past deals. Faster Q&A. Consistent quality across the team. Junior staff produce work that looks senior.
What changes
Real outcomes across your pipeline.
CIMs in hours, not days
First drafts done by the time your analyst gets back from coffee. Reviews replace rebuilds.
Diligence rooms that answer for you
Buyers ask questions and your AI assistant pulls the answer from the data room instantly.
Consistent quality across the team
Templates, prompts, and review steps everyone follows. Your output stops depending on who did the work.
More deals per advisor
When the manual lift drops, the same team runs more transactions at a higher standard.
Our process
A disciplined approach to AI across the deal lifecycle.
Step 01
Discover and map
We get on a call with your team. We learn how your deal process actually works. We find the parts that take the longest and where AI fits cleanly.
Step 02
Build and test together
We build AI into your workflow. Then we test it on real deals with you in the room. No black boxes. You see exactly what it does and how it does it.
Step 03
Train, manage, and guard
We train your team. We keep the system running. AI changes fast, so we put safety, guardrails, and security around what we build for you.
Get started
Let's map AI to your deal process.
A free 30 minute discovery call. We look at how your firm runs deals today. We show you where AI can save the most time. No pitch. Strictly educational.