AI for business brokerage

Create professional business overview decks, buyer lists, and outreach templates in minutes.

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Business overview decks

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, run the skills your deals need, 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. Workspace isolation enforced server-side. No AI training on your data. End-to-end encryption.

Skills

Skills for business brokerage

Teasers, business overview decks, buyer lists, and outreach — skills that match your standards and win listings.

Deck

Teaser

A one to two page anonymized sell-side teaser with project codename, situation summary, financial snapshot, transaction highlights and process contact, in your firm's house style.

Deck

CIM

A full sell-side CIM, from cover and investment highlights through financials, growth plan and process, drafted from your data-room files in your firm's house style.

List

Buyer List

A universe of potential acquirers for a sell-side process, covering strategic and financial buyers, with fit assessed and outreach prioritized.

Deck

Company Overview Slide

A clean one-slide company overview with tagline, description, key metrics, milestones and a founded, location and stage footer. Useful for board prep, investor updates and portfolio intros.

Model

Valuation calculator

A company valuation workbook built from public comps, with quartile statistics, an implied equity value range and an optional DCF cross-check. Every formula stays live.

List

Prospect outreach

A ranked prospect list and per-lead email drafts triggered by a news event or one of your closed wins, ready for your review before anything is sent.

Explore all skills

Enterprise-ready by design

No AI training on your data
End-to-end encryption
Secure cloud infrastructure
Custom PowerPoint template integration
Decks come out looking like your team built them, aligned to your brand standards.
    Business brokerage solutions | Deliverables AI