AI TOOLKIT FOR BUSINESS BROKERS
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Capitalize on a booming seller market—while AI handles the busywork.
AI Deal Book is your all-in-one AI assistant built for brokers. From CIM creation and lead qualification to Voice AI follow-ups and website automation, it handles the grunt work—so you can focus on closing.
Less busywork. Smarter leads. Instant CIMs.
Our Products
CIM Deck Creator
AI Receptionist
Smart Website
Buyer Qualification
CRM & Workflow Automation
Coming Soon: Find More Sellers Automatically
CIM Deck Creator
Turn business details into professional-grade Confidential Information Memorandums deck in minutes with our AI-powered CIM builder.
Simply speak with our Voice AI agent, which will guide you through key questions—then receive your fully formatted CIM shortly after the call ends.
You can include custom branding, financial projections, and in-depth business analysis, all structured to industry standards and designed to captivate serious buyers.
AI Receptionist
Never Miss a Lead
Our AI receptionist handles 24/7 phone and email inquiries about your listings, providing detailed information and capturing buyer details for your follow-up.
Analytics and Call History
Track every interaction with potential buyers, identify hot leads, and analyze which listings generate the most interest
Scalable Capacity
Our AI receptionist scales effortlessly with your business—handling multiple calls at once without wait times or dropped leads. Whether you're managing a steady flow or experiencing a sudden surge, it ensures every customer gets immediate attention.
Voice AI Buyer Qualification
Screening
Our Voice AI conducts automated interviews to assess each buyer’s financial capacity, industry experience, and acquisition timeline—giving you the insight to pre-qualify serious prospects and redirect others toward more suitable opportunities.
Smarter Lead Sorting
Customize your Voice AI agent to ask any questions you need—from deal size preferences to funding sources and business type interests. It can also categorize and tag each caller in a CRM based on qualifications, deal fit, and urgency.
Smart Website
Embed our AI voice agent on your website to handle inquiries 24/7—answering questions about your brokerage or specific listings immediately after an NDA is signed.
The agent continuously learns from each interaction and can be trained on your listings, FAQs, market trends, and industry insights to deliver smarter, more relevant responses over time.
CRM & Workflow Automation
We provide powerful workflow automation tools that handle the entire buyer engagement process—automatically reaching out to potential buyers, sending the right documentation, and saving their contact info directly into the CRM.
READY TO GIVE US A TRY?
Get Started for Free Today!
After a quick call, we’ll set up your Voice AI Receptionist in minutes—free trial included—and tailor a plan that fits your brokerage’s needs and budget.
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