Sell-side M&A, run by an AI deal team

The sell-side process, without the grind.

Twelve stages. In each one, an AI team does the preparation. The advisor makes every call. Nothing reaches a client or a buyer without a human approving it.

Request a demo Get the process map
Built for boutique firms and solo advisors
AI teamprepares Advisordecides Approvalbefore anything ships

Twelve stages. One private deal workspace.

Every client- or buyer-facing output is a draft until a person approves it. Approvals, edits, and skips are logged.

01

Lead arrives

AI teamResearches the company and its industry from public data. Pulls who is buying in that sector. Drafts a first-look deck in the firm's template.
AdvisorReviews the deck, takes the intro call.
02

Intro call & follow-up

AI teamDrafts the thank-you, the information request, and the confidentiality agreement. Logs the lead and referral source.
AdvisorEdits, sends from own mailbox.
03

Preliminary valuation

AI teamReads the financials, builds the adjusted EBITDA bridge. Scores revenue quality: recurring, concentration, backlog. Proposes a multiple range with the drivers that move it.
AdvisorForms the market view, owns the number.
04

Engagement

AI teamDrafts the engagement letter from the firm's terms. Opens the deal workspace and the data request tracker.
AdvisorNegotiates terms, signs, clears compliance.
05

Preparation

AI teamIndexes the data room, completes deep research. Drafts the teaser, the CIM, and the management presentation in the firm's template, branded.
AdvisorEdits the story, approves with the client.
06

Buyer list

AI teamBuilds a tiered list from every sponsor's mandate and holdings. Adds strategics, recent deals, and the firm's own history. Finds the deal contact at each.
AdvisorCuts, ranks, sets the process size.
07

Go to market

AI teamRuns outreach sequences, tracks CAs and CIM delivery. Reads every reply and logs it against the buyer. Flags buyers who go quiet.
AdvisorApproves every send, takes the buyer calls.
08

Indications of interest

AI teamCompares IOIs side by side: value, structure, contingencies. Drafts the weekly client status report and commentary.
AdvisorChooses who advances, briefs the client.
09

Management meetings

AI teamPrepares buyer-specific briefs before each meeting. Keeps the Q&A log and drafts answers cited to the data room.
AdvisorRuns the meetings with management.
10

Letters of intent

AI teamCompares LOIs on price, structure, rollover, earnout, working capital, exclusivity. Flags risks and open terms.
AdvisorNegotiates, recommends, client signs.
11

Diligence & close

AI teamTracks the diligence request list and drafts responses. Maintains the closing checklist.
AdvisorManages counsel and accountants, closes.
12

After close

AI teamCalculates fees against the engagement terms and tail. Adds every buyer's behavior to history, so the next list starts smarter.
AdvisorInvoices, closes the file, starts the next one.

An AI team that never ships without you.

Seven specialist agents share one private deal database. The advisor stays the single point of approval at every stage.

The gate

Approval is structural

Every client- or buyer-facing output is a draft until a person approves it. Approvals, edits, and skips are logged.

Compliance

Clearance before engagement

Compliance and conflict checks gate the process before stage 4. E-signature and data room integrate at stages 4 and 5.

Yours

Hosted privately per firm

Runs on the firm's own templates, branding, mailbox, and, where present, existing data subscriptions.

Seven specialist agents.

Each one trained on a stage of the process. One shared deal database, so every agent starts each deal smarter than the last.

01Buyer intelligence
02Valuation
03CIM builder
04Process manager
05Diligence Q&A
06Bid analysis
07Pitch

Get the 12-stage process map

How a sell-side process runs with an AI deal team. No pitch deck, no demo required. Download it, read it, see if it matches how you work.

Prefer to grab it now? Download the process map (PDF) · or request a walkthrough.