AI for Business Brokerage

Create professional CIM-lite drafts, buyer lists, and outreach templates in minutes.

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CIM-lite Drafts

Generate structured draft sections grounded in your sources and templates for advisor review.

Buyer List Frameworks

Create target lists and prioritization frameworks, keeping narratives consistent across outreach.

Outreach Templates

Produce tailored outreach emails and teaser summaries aligned to buyer interests.

Turn Data Into Professional Drafts

Build your knowledge base, create custom agents, and generate first drafts in minutes. Every output includes citations back to your sources.

Document Frameworks

Encode your methodology into reusable frameworks for consistent first drafts.

Knowledge Base

Create a single source of truth for all materials with full citation traceability.

Enterprise Security

Enterprise-grade security. No data retention. End-to-end encryption.

AI Agents

Business Brokerage AI Agents

Generate CIM-lite drafts, target lists, and outreach materials that match your standards.

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Deal Documentation Agent

Deal documentation specialist who analyzes your uploaded business data, financials, and company information to create compelling professional offering materials - CIMs, business OMs, and teasers for M&A and business sales.

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Business Broker

SMB transaction specialist who transforms your uploaded business data, financial records, and operational information into professional business profiles, valuations, and marketing materials for small-to-medium business sales.

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Enterprise Security

Enterprise-grade protection for your sensitive deal data.

No AI Training

Zero data retention with AI providers and strict policies ensuring your data is never used to train AI models.

Data Protection

End-to-end encryption, secure cloud infrastructure, and regular vulnerability scanning to protect your information.

Security Operations

Secure development practices, incident response procedures, and comprehensive backup systems to maintain data integrity.

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