Custom AI automations designed for the daily challenges business broker (main street m&a)s face. Stop doing manually what AI can handle.
AI qualifies inbound buyers from DealStream per the seller's profile, sends NDAs, manages CIM access, and surfaces serious buyers to the broker — broker focuses on negotiation, not gatekeeping.
AI drafts each LOI round against firm playbook in DealStream, summarizes what changed, flags non-standard terms, and tracks the negotiation timeline — round-trip time drops to hours.
AI ingests target company docs into DealStream, organizes them per standard data-room structure, redacts sensitive content, and drafts the diligence Q&A index — data room ready in days, not weeks.
AI assembles bid packages from DealStream scope, sends to subs, normalizes responses for comparison, and runs sub onboarding (insurance, W-9s, MSA) — start-to-construction time drops measurably.
AI builds the long-list from DealStream, LinkedIn, and proprietary firm databases, scores candidates against the role criteria, and produces the partner-ready presentation — long-list build time drops 70%.
AI manages reference scheduling, drafts check questions specific to the role and candidate, captures notes from DealStream call, and produces the reference report — partner does the conversation, AI does everything else.
AI generates the per-search status report from DealStream pipeline data, drafts the personalized update to each client, and flags searches that need partner attention — clients stay engaged and partners stay in the work.
These are just examples. If you're a business broker (main street m&a) with a repetitive process that's eating your time, we can probably automate it.
