DealOverview is the AI deal platform for boutique M&A advisors — CIM generation, virtual data room, financial modelling, investor reports, buyer dashboards, and full CRM. One platform. Zero manual work.
Six modules. One source of truth. Built for advisors who run six deals at once and write none of the docs themselves.
Drop in audited financials. We draft the Confidential Information Memorandum in minutes — your edits, your voice.
AI auto-categorises every document into the right folder. Permissioned, watermarked, fully audited.
DCF, comparables, precedents, LBO, sensitivity. Auto-populated from the AFS. Exportable as Excel.
One-click executive summaries, full investor decks and live KPI dashboards from the same source data.
AI-powered checklist across preparation, marketing, diligence, negotiation and close. Nothing left on the table.
Seller pipeline, buyer pipeline, engagement scoring and bulk actions. Both sides of the transaction in one view.
We're onboarding twenty boutique advisory firms this quarter.