AI Receptionist
Service businesses
Calls, appointments, and a clear summary.
Explore AI ReceptionistMove the deal forward. Keep the process together.
A workspace for M&A brokers to guide buyers from initial interest to a structured offer.
Book a demo →See the buyer journey
Follow a fictional business sale from buyer screening to the deal room, cited document answers, and the advisor’s next step.
Fictional business and existing test data. Integration requirements are scoped during your demo.
Deal Desk in your workflow
Screen before sharing
Qualify buyer interest and move approved buyers through the NDA process.
A room for the right information
Give buyers access to deal documents and document Q&A with source citations.
Turn interest into an offer
Collect structured buyer offers and review the next step in the same workflow.
Screening, NDA, deal room, and cited document Q&A have been demonstrated with fictional test data. Buyer offer submission and broker review are awaiting fresh verification.
60-Second Callback
Insurance agencies Pilot
Follow-up for consented leads.
Explore 60-Second CallbackDeal Desk
M&A brokers
Screening, documents, and buyer offers.
Explore Deal DeskLet’s put your workflow to work.
Bring a real business challenge. We’ll walk through the right product together.