Deal OS for M&A advisers

Check your own Confidential Information Memorandum (CIM) and data room before they reach buyers. Every figure is traced to its source page, contradictions between the CIM and the financials are flagged, and missing documents are listed.

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Who this is for

Small advisory firms and business brokers who sell the business.

You write the CIM, you assemble the data room, and your name is on both. A figure that does not match the financials, or a document a buyer expects and does not find, is found by the buyer in the middle of your process. Deal OS gives you that read first, while you can still fix it.

Sell-side work is the larger part of the market: in the Firmex M&A Fee Guide 2024/25 (Global edition), 64% of respondents say they mainly represent sellers. Deal OS is software for checking documents. It does not screen, match or rank buyers, and it does not replace your judgment on price or process.

What it checks

Four checks before the CIM goes out.

Every figure traced to its page

Upload the draft CIM and the supporting documents. Each number is linked to the page it comes from, so you can see at once which claims rest on a source and which do not.

Contradictions flagged

Revenue, margins and add-backs in the CIM are compared with the financial statements in the data room. Where they disagree, the two pages are shown side by side.

Missing documents listed

The data room is read against what a buyer normally asks for, and the gaps are listed: a contract, a tax return, a period of accounts that is not there.

Buyer questions prepared in advance

Each contradiction and each gap becomes a question a careful buyer is likely to raise. You see them before the buyer does and can answer them inside the CIM or the data room.

Why it matters

Fewer clarification rounds, numbers buyers can trust.

Questions that a buyer can answer for themselves by comparing two pages cost you a round of emails and some of the buyer's confidence. Closing those gaps before launch gives a cleaner process and a CIM whose numbers hold when a buyer checks them. We make no promise about how many rounds you will save; the check shows you what a buyer would find.

Your client's documents stay in your own isolated workspace. See the questions below for how data is handled, and the sample brief for what the output looks like.

Plans

Existing plans, no adviser surcharge.

Advisers use the same plans as every other customer. The Searcher plan is $590 a month and the Sponsor plan is $1,490 a month. Prices are in US dollars and exclude VAT. Seats are unlimited. You can also pay per CIM. See pricing for the full detail.

Questions

Adviser FAQs.

Does Deal OS find or rank buyers for my mandate?

No. Deal OS does not screen, match or rank buyers and it does not run your process. It reads the documents you upload and checks them: figures against their source pages, the CIM against the financials, and what is missing from the data room.

Is my client's data used to train AI models?

No. Documents are processed solely to produce your briefs and are never used to train AI models. Each customer's workspace is isolated, documents are encrypted at rest on EU infrastructure in France, and you can export or delete your data yourself. The AI analysis step sends excerpts of your documents to Anthropic, a US-based provider, under the European Commission's Standard Contractual Clauses, as set out in the Data Processing Agreement. Check this against your engagement letter and any NDA before you upload.

Can I try it before paying for a plan?

Yes. The sandbox shows a finished check on a sample deal, and your first CIM check is free with no card. After that you can pay per CIM or choose a monthly plan.

Which plan does an adviser need?

Most small advisory firms start on the plan sized for a handful of CIMs a month. A firm that prepares a CIM for many mandates in parallel may prefer the larger plan. Seats are unlimited on every plan. The current figures are on the pricing page.

Check the next CIM before it goes out.

Open the sandbox to see a finished check, or run your own first CIM free with no card.