DealBoard OS automates deal sourcing, outreach, and pipeline tracking for lower middle market M&A advisors — so you spend time on judgment, not administration.
From first contact to closed deal, every stage visible.
Your job is the deal. The OS handles everything around it.
AI agents continuously research companies in your target range — ownership structure, recent growth signals, exit readiness indicators — and surface qualified prospects before they go to market.
Multi-touch email sequences tailored to each prospect's industry, situation, and timeline. Every message reads like it was written by hand — because it was, by an AI trained on your voice.
Every deal in one place — stage, owner, counterparty, next action, and deadline. No more chasing updates via Slack. Your team sees what needs attention and when.
Structured document requests, tracking, and follow-up. Know exactly where each party's response stands. Eliminate the back-and-forth that kills momentum on complex transactions.
Historical deal conversion rates, average time-in-stage, pipeline value by segment. Inform your fee decisions and resource allocation with data instead of gut feel.
Track every referral source — attorneys, accountants, bankers — and maintain a cadence of touchpoints. Your best deals come from relationships. Manage them like assets.
Every feature in DealBoard OS is designed around one principle: keep the advisor in control. AI handles the information gathering, the follow-up cadence, the pipeline logistics. You make the call on valuation, the negotiation, the deal structure.
The firms winning in lower middle market M&A today are not the ones with the most technology. They are the ones with the best information and the strongest relationships. DealBoard OS gives you both — at scale.
DealBoard OS runs the business so you can focus on the deal.