Every owner you call is also hearing from other buyers and other advisors. The one who already understands the business is the one who gets the second meeting. DealOps is how you become that person before the first call.
Deal Intel
Show the owner you know their niche.
A Deal Intel brief covers the sector and geography you name: how businesses like theirs trade, who the active acquirers and consolidators are, what lenders and buyers look for, and the questions worth asking in the first meeting. It runs live web research when you generate it and lists its sources. Then turn it into a client-facing version the owner can read, with your name and contact details on it and the acquisition-side detail removed.
8 credits per brief, 3 per client-facing version.
Valuation Snapshot New
Open the value conversation with a range.
Valuation Snapshot turns the figures you enter into a directional value range for a business of that sector and size, with a short brief on what drives it. Then produce an owner's copy with your name, firm and contact details on it. It starts the conversation about value; it is not an appraisal, and it says so on every copy.
5 credits per snapshot, 3 per owner's copy.
Buyer Match New
Name the likely buyers for the deal in front of you.
Buyer Match researches one specific business live and returns a ranked list of the operating companies and sponsors most likely to acquire it, with the reasoning behind each. A second pass checks the list before you see it. You work from a codename and ranges, so the business is never identified, and the list downloads as a spreadsheet.
20 credits per report, spreadsheet download included.
Lender Intel
Recommend deal-specific lenders.
Lender Intel is built on the SBA 7(a) loan record: 686,789 loans since fiscal 2015 across 2,609 lenders, data through June 30, 2026. Filter by industry, state and loan size to see which lenders actually fund deals like the one in front of you, how often their loans have defaulted, and how they compare. Deal Matcher ranks lenders for a specific transaction.
Browsing is free. A Deal Matcher run is 1 credit.
Profile Architect
Tailor your brand to the owners you want in front of.
A few answers about who you serve and how you work become a complete LinkedIn profile: headline, about section, experience copy, a banner and a headshot treatment, written to speak to the concerns of the owner you are trying to reach rather than to list your credentials.
3 credits per profile; banner and headshot 2 and 3.
Teaser Generator In development
Take a deal to buyers without naming the business.
The next tool in the suite. Enter the facts of a deal and get a blind teaser: the summary a buyer needs to decide whether to sign an NDA, written so the business cannot be identified from it, with your name and firm on it.
We are still building it. It is included at your rate the day it ships.