AI tools for every stage of the sale
Six tools in your workspace help at each stage of the sale. The valuation and comparables have their own pages, and the calculators are free without an account.
Stage 1: Prepare
AI Document ClassificationIn development
Upload any document and it suggests where it belongs on your checklist. Nothing is filed until you confirm.
Largest customer is 38% of revenue
Task added to your list
Lease expires in 14 months
Renew before going to market
AI Sale Readiness Review
It reviews your files the way a buyer’s accountant would. Each issue comes with a recommended fix, added to your task list.
Stage 4: LOI
AI Offer Term Extraction
It reads a buyer’s LOI (letter of intent) and pulls out the key terms. Cash at closing is shown apart from money that depends on conditions, and every deadline is listed.
Offer Comparison
It puts each buyer’s latest offer side by side and highlights the terms that differ. Your advisor helps you judge which offer is stronger.
Net Proceeds Analysis
It starts from the sale price and subtracts debt, fees and adjustments to show what you actually take home.
Stage 5: Due Diligence
AI Due Diligence Request ReaderIn development
It turns the buyer’s due diligence request list into tasks and checks each one against the documents you have already uploaded.
Limits on the AI
- It reads and drafts. Nothing is filed or saved until you confirm it.
- No tool calls an offer fair or tells you to accept. That judgment belongs to a licensed advisor.
- Valuation pricing uses a fixed method the AI cannot change. The same inputs always give the same figure.
One workspace from preparation to closing
Every tool works from the same deal file, so you never enter the same information twice.