Professional‑grade M&A process for main street to middle market
Dealaxia helps business brokers, business owners, and search funds create institutional‑quality valuations, CIMs, teasers, and diligence workspaces in hours, not weeks.
For business brokers • Business owners preparing to sell • Search funds • Independent sponsors
20+
Page CIMs Generated
5
Valuation Methods
11
Risk Adjustment Factors
$500K–$20M
Revenue Range Supported
One Platform
What Dealaxia Does in One Platform
Valuation Engine
5 methods with SDE-focused adjustments, built for small and lower-middle market deals. 11 risk factors including owner involvement, customer concentration, and growth trajectory.
CIM & Teaser Generator
Produces 20+ page, investment-bank style CIMs and professional blind profiles from your financials. Section-by-section AI generation with full inline editing.
Deal Workspace & Data Room
Manage buyers, NDAs, Q&A, and diligence for each deal from teaser to close. Permissioned access, audit trails, and organized document management.
Built for You
Who It’s For
Whether you’re a business owner preparing your exit, a broker managing 20 listings, or a search fund evaluating targets — Dealaxia replaces weeks of work with hours of results.
Business Owners Preparing to Sell
Package your company like a bank-run process with CIM, valuation, and marketing in a weekend — without paying a broker $20–$50K upfront.
- DIY sale preparation
- Save $10–20K on advisory fees
- Professional buyer-ready package
Business Brokers & Intermediaries
Scale from a handful of listings to 20+ with the same team. Standardize CIMs, valuations, and data rooms across all mandates.
- Batch document generation
- Custom firm branding
- Multi-platform marketing
Search Funds & Independent Sponsors
Standardize how you evaluate targets and run professional sell-side processes when you exit portfolio companies.
- Rapid deal analysis
- Weighted risk scoring
- Bank-quality process
Lower-Middle Market M&A Firms
Cut CIM production from weeks to hours while preserving investment-bank style depth and formatting across every engagement.
- Institutional-grade CIMs
- Financial analysis depth
- Scale without analysts
Key Features
Everything You Need to Close Deals Faster
Valuations for Real-World Businesses
5 methods with weighted adjustments
5 methods (SDE, EBITDA, DCF, market comps, asset-based) with 11 risk factors and SDE add-back schedules built for owner-operated companies.
Institutional-Quality CIMs & Teasers
20+ page investment-bank style CIMs
20+ page CIMs and anonymized blind profiles modeled on top middle-market banks, generated section-by-section with AI.
Buyer & Data Room Access Control
Granular access & audit trails
Per-buyer portal links, NDAs, and permissioned data rooms with view/download controls and audit trails.
Marketing for Every Channel
One source, every platform
Branded listing posts for LinkedIn, BizBuySell, email campaigns, and more — all pulling from the same deal data.
Our Focus
Built for Main Street and Lower‑Middle Market M&A
Apply M&A investment-bank standards (CIMs, valuation workbooks, data rooms) to businesses doing $500K–$20M in revenue.
Use SDE add-backs and risk sliders tailored to owner-operator businesses instead of generic SaaS metrics.
Support brokered listings, proprietary searches, and platform roll-up strategies in one workspace.
Business Brokers
Use Dealaxia to professionalize listings without hiring analysts. Standardize CIMs, valuations, and data rooms across all mandates with your own firm branding.
Business Owners & Search Funds
Run a bank‑quality process without a full investment bank. Package your business, manage buyers, and organize diligence from first teaser to closing.
Everything for every deal, in one place
Each deal gets its own dedicated workspace with an overview dashboard, task management, buyer contacts, document artifacts, data room access, and a full activity timeline — so nothing gets lost between emails and spreadsheets.
Acme Corp Acquisition
Stage: Due Diligence
Generate investor‑ready documents in hours, not weeks
Dealaxia’s AI agents draft institutional‑quality CIMs, blind teasers, valuations, and IOI/LOI templates from your uploaded financials and company data — structured like deliverables from a top advisory firm.
- CIMs with executive summary, financials, market research, and add-back schedules
- Blind teasers with code names, anonymized geography, and financial snapshots
- IOI / LOI templates pre-filled from deal data
- Multi-method valuations: SDE Multiples, EBITDA, DCF, Market Comps, Asset-Based
- Weighted risk adjustments across 11 categories including owner involvement and customer concentration
- PowerPoint and PDF export in one click
CIM Generation
AI-powered, section-by-section
One secure room for every document in the deal
Nested folders, bulk uploads, drag‑and‑drop organization, and automated indexing — with the permission controls and audit logging your deal demands.
Folder Structure & Upload
Nested folders, bulk upload, and drag-and-drop organization. Automated indexing and numbering of every folder and file.
Granular Permissions
Per-user and per-group access controls on every folder. View, download, and print restrictions with document watermarking and expiry.
Full Audit Trail
Track every action: who viewed, downloaded, or printed each file, with timestamps, session duration, and IP logging.
Built-in Q&A
Role-based Q&A workflows tied to individual documents or the entire deal. Ask, answer, approve — all tracked in-line.
Multi‑deal pipeline for brokerages and M&A firms
See all active mandates, status, and next steps in one view. Customizable stages, key metrics per deal, and buyer management — so nothing falls through the cracks across your entire portfolio.
Kanban & List Views
Drag-and-drop deals between customizable stages. See all active mandates, status, and next steps at a glance.
Advanced Filters
Filter by owner, stage, sector, or deal size. Find any deal instantly across your portfolio of engagements.
Pipeline Analytics
Track time in stage, win rate, total pipeline value, and closing probability per deal across your entire brokerage or firm.
Buyer Management
Manage contacts, NDAs, and engagement status for every prospective buyer. Track outreach, interest level, and response rates.
Pipeline Overview
17 Active Deals$47M
Pipeline Value
68%
Win Rate
34d
Avg. Time
Three roles: deal teams, external guests, and platform admins
Control who sees what at every level. Your firm’s deal teams get full workspace access while external guests (buyers, co‑advisors) see only the deals and documents you share with them.
Platform Admin
Full platform oversight with system monitoring, user management, and customer support tools across all accounts.
Deal Team Members
Your firm’s analysts, associates, and managing directors. Full access to assigned deal workspaces, documents, and data rooms.
External Guests (Buyers, Co-Advisors)
Invite buyers, attorneys, and co-advisors into a single deal’s portal without exposing your entire firm’s data. Controlled access per guest.
Complete Data Isolation
Every firm’s data is completely isolated. Your deals, documents, and buyer lists are never visible to other accounts on the platform.
Per-Deal Guest Portals
Invite outside users (buyers, attorneys) into a single deal without exposing your entire firm’s account or other engagements.
Feature-Level Permissions
Control who can generate CIMs, edit valuations, manage buyers, or access data rooms. Granular and enforceable per role.
Data‑driven valuations backed by real market intelligence
Pull in benchmark valuations, public comps, and private company intelligence from leading data providers. Enrich every deal with the market context buyers and investors expect.
Equidam / Equitest
API-driven valuations and benchmark ranges. Institutional methodology applied to your deal data automatically.
Financial Modeling Prep
Public comps and historical financials by ticker. Pull comparable company data to strengthen your valuation thesis.
PrivCo / Comparables.ai / Grata
Enrich buyer and deal data with private company intelligence, comparable transactions, and buyer universe research.
Custom Data Sources
Enterprise plans support custom API integrations for proprietary deal data, industry databases, and internal benchmarks.
Export anything, anywhere, in any format
PowerPoint decks for investor meetings, Excel models for due diligence, PDFs for distribution, and AI‑generated marketing materials for every channel.
PowerPoint Generation
Export CIM sections and charts into professional slide decks. Ready for investor presentations and buyer meetings.
Excel / CSV Export
Export financial models, valuation tables, buyer lists, and pipeline reports as structured spreadsheets.
PDF Export
Print-ready PDFs of every document: CIMs, teasers, valuations, and data room indexes. Branded with your firm’s identity.
AI Marketing Materials
Generate platform-specific listing posts for LinkedIn, BizBuySell, email campaigns, and listing sites. Branded image templates with financial highlights.
Secure storage and electronic signatures, built in
Enterprise‑grade cloud storage for every deal. Integrated e‑signature workflows for NDAs, LOIs, and closing docs — with full status tracking from sent to signed.
Secure Cloud Storage
All deal documents stored securely with full versioning and access controls. Organized per deal with automatic backup.
E-Signature Integration
DocuSign (or similar) for NDAs, LOIs, and closing documents. Send, track, and manage signatures without leaving the platform.
Signature Status Tracking
Real-time signature status: sent, viewed, signed. Automated reminders and audit trail for every document requiring execution.
Automated Deal Workflows
Trigger signature requests from deal milestones. Auto-file executed documents back into the data room upon completion.
The Difference
How You Work Today vs. with Dealaxia
10+ hours building CIMs in Word/PowerPoint
20+ page CIM generated and edited in one workspace
Spreadsheets and rules of thumb for valuation
5 valuation methods with risk sliders and SDE add-backs
Dropbox + email for data room, NDAs, and Q&A
Integrated data room, NDAs, and buyer portals with access controls
Re-writing listing copy for every platform
One source of truth that generates branded posts for all channels
Why Dealaxia
Built Different from Generic Document Tools
AI That Actually Understands M&A
Not a generic AI chatbot. Dealaxia uses specialized prompts trained on real CIM structures from top advisory firms.
SDE Add-Backs Built In
The only platform with a dedicated SDE add-back schedule. Owner salary, personal expenses, one-time costs — all accounted for in the valuation.
Hours, Not Weeks
What used to take 2–3 weeks of analyst time now takes under 2 hours. Generate, refine, export — all in one session.
Everything in One Platform
CIM, teaser, valuation, marketing, and data room. No more juggling Word docs, Excel models, Canva, and email separately.
How It Works
From Upload to Export in 4 Steps
Create a Deal Workspace
Enter the company details, upload financials (P&Ls, tax returns, balance sheets), and set the deal parameters.
AI Analyzes Everything
AI researches the industry, analyzes the financials, and generates institutional-quality content for every section of your CIM, teaser, and valuation.
Adjust & Refine
Use the valuation sliders to adjust for owner involvement, customer concentration, market position, and 8 other factors. Edit any section of the CIM inline.
Export & Distribute
Export print-ready PDFs, generate marketing materials for every platform, and share teasers with prospective buyers — all from one dashboard.
Trusted by Owners & Professionals
What Business Owners & M&A Professionals Are Saying
"I was about to pay a broker $20,000 to prepare my sale package. Dealaxia let me build a professional CIM and valuation myself in a weekend. My buyer said it was better than most they receive from advisory firms."
Business Owner
Commercial Services Company, Sold for $2.4M
"Dealaxia cut our CIM production time from 3 weeks to 2 hours. The quality rivals what we used to pay $15,000 for from outsourced writers."
Managing Director
Middle Market Advisory Firm
"The valuation engine with weighted adjustment sliders is exactly what we needed. It accounts for all the qualitative factors that affect multiples."
Senior Broker
Business Brokerage
"Being able to generate branded marketing materials for LinkedIn, email, and listing sites from one platform is a game-changer for our deal flow."
VP of Business Development
PE-Backed Advisory
Pricing
Pricing That Scales with Your Practice
Transparent pricing. Cancel anytime. Try the interactive demo before you commit.
Pro
$1,490/yr billed annually (save ~17%)
For business owners or solo brokers with 1–3 active deals per year.
- 1 AI-generated CIM per month
- 1 AI-generated Teaser per month
- All 5 valuation methods + custom models
- 3-year financial side-by-side
- 20 AI marketing posts per month
- 1 active deal room
- Team collaboration & permissions
- PDF export & standard storage
- Email support
Platinum
$3,990/yr billed annually (save ~17%)
For active deal teams and boutique M&A firms running 6–12+ deals per year.
- 4 AI-generated CIMs per month
- 4 AI-generated Teasers per month
- All 5 valuation methods + custom models
- 5-year financials & scenario modeling
- Unlimited AI marketing posts
- Up to 5 concurrent deal rooms
- Custom firm branding on all docs
- Team collaboration & permissions
- Expanded data room storage
- Priority support
Enterprise
Starting at $10,000+/yr
For large firms and platforms with custom volume and workflow needs.
- Custom CIM & Teaser limits
- All 5 valuation methods + custom models
- 5-year financials & scenario modeling
- Unlimited AI marketing posts
- Unlimited concurrent deal rooms
- Custom firm branding on all docs
- Team collaboration & permissions
- API access for integrations
- SSO & dedicated environment
- Dedicated success manager
- Custom onboarding & training