Automation/AI in M&A

intermediary profile

May 05, 2024

by an intermediary in New York, NY, USA

Curious to hear from all of you, what tools/systems helps you automate the Business Brokerage process. CRM, Valuation, marketing materials, CIM through AI, etc.

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commentor profile
Reply by a searcher
from Villanova University in San Diego, CA, USA
Hi Ami, here are a couple tools I've seen. Not affiliated with either and haven't tested either.

https://www.airkey.ai
https://offdeal.io
commentor profile
Reply by a searcher
from University of Illinois at Urbana in Austin, TX, USA
Have you tried Perplexity or Claude Extended Thinking with Web search just to get a baseline?
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