DealTrace
Close more deals, faster — AI-powered CIM drafting and buyer matching for independent M&A advisors and business brokers.
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Independent M&A advisors waste weeks drafting CIMs and manually sourcing buyers — admin work that AI should handle so they can focus on closing.
Independent M&A advisors, business brokers, and fractional investment bankers handling $1M–$20M SMB deals
Stop spending weeks on CIMs that buyers ignore. DealTrace is the AI platform built for independent M&A advisors and business brokers — draft a polished Confidential Information Memorandum in minutes, match it to vetted buyers automatically, and track every deal in one clean dashboard.
Most solo advisors spend 60–80% of their time on admin: writing the same CIM sections over and over, hunting for buyers in outdated spreadsheets, and manually following up on leads that go cold. DealTrace changes that. Upload your client's financials and business profile, and AI drafts a buyer-ready CIM in minutes. Then a growing buyer network automatically surfaces qualified acquirers based on deal size, industry, and acquisition criteria — no cold calls required.
FEATURES: • AI CIM Drafting — complete first draft from a 15-minute intake form • Buyer Matching — automatic alerts to qualified buyers in our network • Secure Data Rooms — NDA-gated document sharing with audit trails • Deal Pipeline — track every stage from engagement to close • Follow-Up Automation — never let a warm lead go cold
PRICING: Starter — $149/mo: 3 active listings, AI CIM drafts, buyer matching alerts, NDA automation Growth — $299/mo: Unlimited listings, full buyer network access, outreach sequences, analytics Pro — $499/mo: API access, white-label client portal, priority matching, custom data rooms
All plans include a 14-day free trial. Founding members lock in 40% off forever.
Platform · Published 27 days ago