Brokerages on DealBuilder

Superpower your brokerage

DealBuilder is a comprehensive deal management platform allowing brokers to generate valuations, buyer presentations, data rooms, and more - all from a single place.

DealBuilder AI Tool
Automated CIM Writing
Say goodbye to the manual grind and hello to breezy,automated CIM creation using Artificial Intelligence.
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VALUATION TOOL
Unlimited Valuations
Get accurate, data-driven valuations with the click of a button
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AUTOMATE SELLER ONBOARDING
Give your clients the best experience
Simplify the seller's journey with onboarding checklists and custom questionnaires.
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DATA ROOM
Secure document sharing
Share deal documents securely and with ease. No more emailing attachments or sending sensitive files to the wrong person.
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NON DISCLOSURE AGREEMENT AUTOMATION
Automated NDA management
Let us guess - you're favorite day-to-day task is manually sending out NDAs? Just kidding, we know brokers (and buyers) hate most NDA processes, so we automated it.
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How it works

The DealBuilder team takes care of all your mind-numbing and tedious admin tasks so you can focus on closing deals + signing new clients.

1
Client on-boarding

DealBuilder guides you (or your client) through a custom on-boarding process, from answering your intake questionnaire to uploading due diligence files.

2
CIM/CBR Created

Using answers from the seller questionnaire, our AI-writing tool drafts a CBR/CIM for your edit and approval.

3
Advertise directly to buyers

DealBuilder generates a sharable access link to buyers, allowing you to post on BizBuySell and other platforms of your choice.

You can also list on our DealBuilder Marketplace.

4
Manage the deal

After normalizing the data, your report is ready to present to your client. This comprehensive report not only contains the business valuation but industry benchmarking data and improvement opportunities.

See an example here
5
Close the deal

Invite lawyers, bankers, accountants, and advisors to your DealBuilder data-room.

Need escrow support? DealBuilder is an official partner of Escrow.com.

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Watch our platform demo

Watch our comprehensive demo from our latest webinar below. Looking for a more personalized demo? 

Book your one-on-one demo here.
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More reasons why Brokers love DealBuilder:

More reasons why Brokers love DealBuilder:

A woman showing something to a man on her tablet.A woman showing something to a man on her tablet.

1. Optimize your cash-flow

Struggling to pay your overhead costs while waiting for that 6-figure commission? We understand the struggle, which is why DealBuilder is based on the number of active listings and not based on number of seats.

2. Get businesses to market faster

Buyer presentations require a lot of time and effort. While they are very important, they delay the listing of a business. Even worse, building buyer presentations distracts us from what makes us money - deal making.
By completing this work for you, DealBuilder allows you to focus on meeting more clients and negotiating more deals.


3. Automate your deal process and grow your brokerage

DealBuilder’s automated back office allows you to take-on more clients, without increasing overhead costs.
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Another way to look at it - make the same amount of money working less hours. Sounds like a win in our book.

We estimate that we will save up to $60,000 in overhead this year due to the efficiencies DealBuilder brings to our 8 person advisory firm.

Keith MacKenzie
Founder, Chinook

I've built my system to try to focus more on my strengths of meeting with people than working at the computer which has allowed me to compete with larger firms from the start. DealBuilder is a big part of that for me. I hope for a long and fruitful relationship of collaboration.

Brian A
Business Broker, Transworld

Frequently Asked Questions

What are the fees? 

DealBuilder is priced using a monthly subscription fee that is based on monthly listing volume. To learn more about pricing, book a call with our team.

Is DealBuilder a CRM?  

The short answer is no. Instead, DealBuilder connects with your CRM of choice (Pipedrive, Hubspot, etc.) to ensure that all your buyer & seller contacts are synced. Within DealBuilder, brokers can track buyer page views, submitted NDAs, and other key deal analytics.

What happens to my buyer contacts?

Your buyer contacts are synced with your CRM. Further, buyers are associated with your account for each deal you bring onto the platform.

Note: similar to other business-for-sale platforms, buyers are able to see other deals on the DealBuilder platform. However, we see this as more a benefit than a detriment, since this means you also get additional buyer exposure for your deals as the platform grows.

How long is your CIM/CBR turnaround time?

Using our recently launched DealBuilder AI tool, you can now generate a CIM in 5 minutes. Watch our demo here!

Still have more questions?

Check out our full FAQ page or learn more at Resource Centre.

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$300M+ Deal value on platform

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Our Promise

Fast, human support

Best-in-class technology

Built by brokers, for brokers