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Whether you are a boutique M&A advisor, active PE buyer, or business owner planning an exit, choose the tier built for your deal velocity.
Multi-listing tools, white-label CIMs, and pipeline CRM for M&A intermediaries
Essential tools for small broker operations
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Advanced tools for growing broker businesses
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Enterprise-level platform for high-volume brokers
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Automated click-to-sign NDAs and encrypted virtual data rooms protect seller identities and financial schedules.
All buyers undergo identity and liquidity verification before accessing confidential CIMs and diligence docs.
Need multi-tenant seats, custom CRM integrations, or white-label CIM decks? Contact our team.
Everything you need to know about plans, billing, and platform access.
Business owners can upload their P&L, balance sheet, or tax returns to generate an automated valuation estimate based on current market multiples. You get 7 days of full platform access with zero credit card required.
Yes, absolutely. You can manage your subscription directly through the Customer Billing Portal. If you cancel, your access continues until the end of your billing cycle.
Broker Pro is built for active M&A intermediaries. It includes up to 15 concurrent confidential listings, 10 automated AI valuation reports/month, advanced CRM tracking, and priority marketplace search placement.
Our platform includes built-in legally binding electronic NDA execution. Buyers must sign the NDA before access is granted to unredacted company profiles, addresses, or financial data rooms.
Have questions about an enterprise deployment? Speak with an M&A specialist