An engagement starts with facts, gathered once. Your financials, contracts, customer picture and story go into the engine, and it does two things with them. It runs a Buyer Simulation — working the business like a skeptical acquirer to surface what diligence would find — and it starts building your positioning from one verified set of facts, so every document that ever goes to a buyer says the same thing. What lands on your desk: the simulation's findings, a fix-list ranked by what each item is worth, and a draft of how the business will be presented. You review it with a senior principal from our deal team. You correct, approve or hold. Nothing has left the building.
While you sleep, the engine researches buyer categories — strategic acquirers, private equity platforms, PE-backed add-ons, family offices, independent sponsors, search funds, owner-operators — and scores them against your business: who has bought companies like yours, who is actively acquiring, whose thesis you fit. It builds buyer-specific materials from that one set of facts, so a strategic sees the story a strategic cares about and a PE firm sees theirs. What lands on your desk: a scored buyer list with the reasoning visible. You strike anyone you don't want near the deal — a competitor, a name you distrust — and give written approval before a single approach is made. How each stage runs is documented on The Engine page.
Approaches go out without your name. Interested buyers are qualified and sign an NDA before they learn who you are — the system will not move a name, a number or a document to anyone unsigned, and every view of every document is logged. As buyers engage, the engine pre-answers their questions from the diligence base it built in week one and tracks every request so nothing is forgotten or answered twice inconsistently. What lands on your desk: a short list of qualified, signed buyers worth your time, with the engine's read on each. The meetings that follow are run by the principal, with you in the room when it matters.
When letters of intent come in, the engine deconstructs each one — cash at close, earnout terms and their realistic odds, escrow, seller note, working-capital peg, conditions, certainty of close — and lays the offers next to each other by what you would actually keep and risk, not by headline. The principal negotiates the terms that should move. What lands on your desk: the comparison, a recommendation, and the decision. You sign exclusivity when you choose to, not when momentum says so.
Curious what the engine would say about your business? The free Exit Profile is eleven questions — value range, drivers, likely buyers, readiness. Get yours →
Through it all, you can look at any hour and see the true state of your deal: which buyers are engaged and how warm, what each has viewed and when, what has been asked and answered, what is pending, and what risks the engine is watching — a buyer gone quiet, a diligence thread running long, a date approaching. No waiting for a weekly call to find out what happened to your own sale. The engine monitors deal risk continuously and flags what changes; the principal acts on it.
AI does the work. You make every decision. No buyer is approached, no document shared, no term accepted without your written go-ahead — and the judgment calls, the negotiation and the accountability belong to the principal who runs your deal. This isn't AI instead of people; it's both, each doing what it's best at — the comparison with a traditional process is laid out plainly in AI vs. Broker. And the economics match the promise: no retainer, no listing fee, one success fee paid at close from proceeds. If it doesn't close, we earn nothing.
No. The AI works behind the scenes — researching, drafting, tracking, monitoring. Every conversation that matters, with you or with a buyer, is run by a senior principal from our deal team who answers for the outcome. You get the machine's output through a person, not instead of one.
Less than a traditional process, because the engine pre-answers most buyer requests from material you provided once, instead of coming back to you for each one. Your time concentrates where it counts: providing the facts at the start, making the decisions at each gate, and meeting the handful of buyers who earn a seat at the table.