The Intelligent Operating System for M&A
Win more mandates. Create more capacity. Build stronger relationships. Complete more deals.
Dealogy connects the people, processes, data and technology behind your brokerage, from pre-mandate lead generation and seller acquisition through deal preparation, buyer engagement, transaction management, completion and post-completion. By reducing the administration around the deal, your team can spend more valuable time talking to clients, understanding buyers, building trust and creating the connections that move transactions forward.
Run Your Analysis: Dealogy Cost/Benefit CalculatorOpening soon: join the waiting list to be first to try it.
30 days free. No long-term commitment. No forced system migration.
- Keep what works
- Connect what matters
- Replace what doesn't
Outcomes a broker can measure inside their own brokerage from the first month.
Dealogy has not been running long enough to publish completion statistics and will not quote figures it cannot evidence. These are the outcomes the platform is built to change.
More adviser capacity and more deals managed by the team you already have.
Better buyer prioritisation and stronger buyer and seller engagement.
Better management visibility, better connectivity and better institutional knowledge.
Better deal momentum, a better client experience and more completions.
Deals are about people. Technology should create more time for them.
Buying or selling a business is rarely just a financial transaction. It involves ambition, identity, trust, risk, timing and often years of work. The broker sits at the centre of those human dynamics.
Dealogy is designed to automate, streamline and intelligently coordinate the work around the transaction so brokers can invest more time where human judgement has the greatest value.
Dealogy does not replace the relationship. It creates more capacity for it.
Human judgement remains central. Dealogy handles more of the work around the work.Your team should be managing deals, not managing software.
Running a successful business brokerage involves far more than listing businesses and introducing buyers. It is a relationship business. Your people have to earn trust, understand what really matters to an owner, identify the right buyers, communicate clearly and keep confidence alive when a transaction becomes difficult. Dealogy brings the complete broker workflow together so your team can spend less time managing disconnected systems and more time having the conversations that win instructions, strengthen relationships and progress transactions.
Win the work
From the first conversation to a signed instruction.
- Identify prospective sellers
- Nurture pre-mandate relationships
- Win instructions
- Collect and structure business information
Take it to market
Materials, marketing and the enquiries that follow.
- Prepare teasers and Information Memorandums
- Market opportunities
- Manage enquiries and buyer qualification
- Issue and track NDAs
Run the transaction
Everything between an offer and completion, across every live deal.
- Coordinate information requests
- Manage offers, due diligence and advisers
- Track risks, actions and dependencies
- Maintain visibility across multiple live transactions
One connected operating system for the full business sale lifecycle.
Twelve stages that today sit in a CRM, a listings portal, a data room, a mailbox and a spreadsheet. Here each one hands its information to the next instead of being retyped into it.
- 01Lead generation and seller prospectingProspective sellers identified, researched and scored before anyone else is talking to them.
- 02Mandate acquisitionEvery touch recorded, so a two-year conversation survives a change of adviser.
- 03Onboarding and data capturePitch preparation, proposal inputs and the engagement itself, tracked to signature.
- 04Deal preparation and marketingFinancial analysis, information gathering and the gaps that would stall a sale, found first.
- 05Listings and buyer discoveryTeaser, memorandum, profile and buyer Q&A drafted from the seller's own figures.
- 06Buyer qualification and intelligent matchingConfidential launch, staged by disclosure level rather than published in one go.
- 07NDA and workflow automationTwelve dimensions per enquiry, evidenced, so your advisers spend time on the credible ones.
- 08Deal Rooms and Deal TeamsGenerated, issued, tracked, and permissions unlocked only once executed.
- 09Transaction managementOffers normalised into a comparable structure for the seller to decide on.
- 10Due diligence coordinationRequests categorised, matched to documents, overdue items surfaced.
- 11Completion managementConditions, dependencies, signatures and funds, tracked to the day.
- 12Post-completion relationships and future opportunitiesArchive, learnings, relationship follow-up and future referral potential.
Find your next mandate. Win more instructions. Prepare businesses for market.
Build a stronger pipeline before the business ever comes to market. Use connected data, intelligent prospecting and structured campaigns to identify potential sellers, manage relationships and create new business opportunities.
Find your next mandate
Lead generation and seller prospecting, before anyone else is talking to them.
- Lead Generation
- Seller Prospecting
- Campaign Management
- Relationship Tracking
- Opportunity Scoring
- Pre-Mandate Pipeline
Win more instructions
Give your team better information before conversations begin, maintain a clear history of every relationship and use Dealogy intelligence to understand where the strongest opportunities may exist.
- Mandate Pipeline
- Relationship Intelligence
- Automated Follow-Ups
- Meeting Intelligence
- Proposal Support
- Opportunity Prioritisation
Prepare businesses for market
Reduce the manual work involved in turning raw client information into a professionally prepared opportunity. Agentic AI can assist with data extraction, structuring, analysis and drafting while your advisers remain in control.
- Confidential Teasers
- Information Memorandums
- Business Profiles
- Presentations
- Financial Analysis
- Buyer Materials
- Q&A Preparation
- Marketing Content
Stop treating every buyer enquiry the same.
Focus your team on the buyers most likely to transact, and give advisers more time to engage properly with them. Dealogy helps brokers understand who is behind an enquiry, what they are looking for, why the acquisition may make sense and how closely they align with the opportunity. The aim is not simply to score buyers; it is to help the broker start better conversations, prioritise genuine intent and build stronger buyer and seller engagement.
Who is behind the enquiry
What they want and where.
- Acquisition criteria
- Sector experience
- Geographical preferences
- Business size
- Transaction value
- Funding position
How closely they align
Why the acquisition may make sense.
- Strategic rationale
- Acquisition history
- Preferred deal structure
- Timing
- Management requirements
- Culture and organisational alignment
Every deal has its own brain
Each transaction can develop its own Deal Brain, a structured intelligence layer built from the information held within that deal. Dealogy can answer questions using verified deal information and show the underlying source wherever appropriate.
- Documents
- Meetings
- Notes
- Financial information
- Buyer questions
- Seller responses
- Due diligence
- Decisions
- Actions
- Dates and references
Automate the administration. Keep the adviser.
Technology should strengthen advisers, not remove them from the transaction. Dealogy uses workflows and Agentic AI to reduce repetitive administration while important judgement, communication and decision-making stay with your team. Nothing here asks a brokerage to migrate on day one: each stage is useful on its own.
Ten workflows, each with a named human control.
Where an answer is based on source material, Dealogy shows the source document, section and date. Missing information generates a gap, a question or a task, never a fabricated fact. Deal Brain retrieval is deal-scoped by default and enforces document-level permissions.
See the ten agentic workflows
| Agent | Trigger | Inputs | Actions | Human control |
|---|---|---|---|---|
| Origination Agent | New target or campaign | Company data, prior contact, mandate criteria | Research, enrich, score, draft outreach, create follow-up tasks | Outbound approval configurable |
| Mandate Agent | Seller opportunity advances | CRM history, meetings, company profile | Prepare briefing, identify gaps, generate proposal inputs, next actions | Adviser approves client-facing output |
| Deal Preparation Agent | Mandate created | Financials, documents, questionnaires | Extract data, flag gaps, draft teaser and IM sections, prepare data checklist | Broker verifies before publication |
| Buyer Qualification Agent | New enquiry | Buyer profile, acquisition criteria, funding, track record | Verify, score, explain fit, request missing info, prioritise | Broker controls thresholds |
| NDA Workflow Agent | Buyer passes criteria | Buyer identity, deal, NDA template | Generate NDA, issue, track status, unlock permissions when executed | Rules + legal templates controlled by broker |
| Deal Brain Retrieval Agent | Question asked | Deal-scoped authorised corpus | Retrieve, answer, cite source, surface contradictions and confidence | No cross-deal leakage |
| Deal Progress Agent | Deal state changes or stale activity | Tasks, milestones, communications, docs | Identify blockers, create prompts, recommend actions, chase permitted items | Escalation policy configurable |
| Due Diligence Agent | DD phase starts | Data room, request list, advisers | Map requests to documents, track status, identify overdue items, summarise Q&A | Broker or seller approvals where required |
| Completion Agent | Completion path agreed | Conditions, actions, advisers, dates | Track dependencies, reminders, completion checklist, handover status | Critical actions require owner confirmation |
| Post-Completion Agent | Deal completes | Completion data, contacts, preferences | Archive, capture learnings, schedule relationship follow-up, identify future referral potential | Marketing consent respected |
Every party around one transaction, each seeing only their part of it.
Deal Rooms and Deal Teams allow brokers to bring the right participants into the transaction while maintaining granular control over what each person can see and do.
Know where every deal stands
Give brokerage owners, directors and advisers a clearer view across the entire portfolio and surface where intervention may be needed before a deal begins to drift.
- Active mandates
- Pre-mandate opportunities
- Buyer engagement
- NDA status
- Information requests
- Offers
- Deal stages
- Outstanding actions
- Potential blockers
- Adviser workload
- Pipeline value
- Conversion
- Expected completions
One deal room, one team, controlled access
Each participant sees the part of the transaction they are entitled to see, and a record is kept of what was released to whom.
- Sellers
- Buyers
- Accountants
- Lawyers
- Lenders
- Corporate finance advisers
- Due diligence providers
- Tax advisers
- Consultants
- Other transaction specialists
Built to empower your people
The most valuable parts of business brokerage remain deeply human: trust, judgement, relationships, communication, negotiation, experience and helping owners through major decisions. Dealogy removes friction around those activities so advisers can spend more time with people.
- Meeting prospects
- Understanding sellers
- Engaging serious buyers
- Finding strategic acquirers
- Building the trust needed to keep transactions moving
Your M&A CRM, or ours.
Use Dealogy's purpose-built M&A CRM, or connect the systems your team already uses. Your brokerage should not have to abandon good technology simply to adopt better M&A infrastructure.
Connect your stack
- CRM and pipeline
- Accounting platforms
- Email and calendar
- Data providers
- Document and storage systems
- Other applications through integrations and APIs
Or go Dealogy-native
- Dealogy M&A CRM
- Buyer qualification and matching
- Deal Rooms and Deal Teams
- Deal Brain
- NDA and workflow automation
- Transaction management
Integration work is prioritised by what brokerages actually run. The categories above are what Dealogy builds against today; named connectors appear here as they ship.
Talk to us about integrationsWhat could more connected M&A operations mean for your team?
Before asking a broker to change the way they work, Dealogy should help them understand their current position. The Dealogy Cost/Benefit Calculator gives brokerage owners a practical way to assess the cost of their existing technology stack, administration and adviser time, and model the potential operational and financial benefit of a more connected brokerage.
Start Your Agentic Broker Journey Today
Experience how an intelligent, connected M&A operating system could work inside your brokerage, without forcing you to replace the tools you already use. Start with the areas that matter most to you, connect your existing systems where appropriate, and see how Dealogy can help reduce administration, improve visibility, increase adviser capacity and create the conditions for more transactions to complete.
- 30 days free.
- No long-term commitment.
- No forced system migration.
- Choose the workflows you want to test first.
- Use real opportunities and real team processes where appropriate.
- Measure the operational impact before making a long-term decision.
Five stages, at your pace.
Start where the pain is greatest, connect the systems that already work, and measure what changes before making a long-term decision.
- 01Tell us how your brokerage operatesCapture team size, CRM, listing platforms, lead generation, data rooms, document tools, reporting, integrations and key pain points.
- 02Choose where to startLead generation, CRM, deal preparation, listings, buyer matching, Deal Rooms, Deal Brain, transaction management or a full connected journey.
- 03Connect your existing toolsIntegrate existing systems where they work well; nothing is forced to be replaced on day one.
- 04Start using DealogyRun agreed workflows with selected team members and opportunities.
- 05Measure the impactTrack time saved, response speed, data completeness, activity levels, qualified buyer conversion, deal visibility and capacity.
We are shaping Dealogy around real workflows, friction points and adoption constraints.
We are working with brokerage owners, advisers and M&A professionals. These are the questions we ask, and the ones we would like to ask you.
- Where does your brokerage lose the most time?
- Which administrative tasks create the greatest frustration?
- Where do deals most often slow down?
- Which systems work well today?
- Which systems do not talk to each other?
- Where could AI genuinely help your advisers?
- What would allow your existing team to manage significantly more opportunities without compromising service?
Real numbers, counted this second
We have not been running long enough to quote completion statistics, so we do not quote any. These are counted live from the platform as this page loaded, and the deal figures belong to the partner firms who declare them.
Listings running on Dealogy now
Brokered listings appear in the marketplace with the broker's own branding on the detail page, and every enquiry lands in that broker's pipeline.
For brokers and advisers: common questions
Do I have to move off my CRM?
Who owns the client relationship?
How does a buyer get qualified?
Can I get my existing book in?
What does the AI do, and what does it never do?
Is there a trial?
What does it cost?
See What Dealogy Can Do Inside Your Brokerage
First understand where the opportunity lies. Run your brokerage analysis, then test Dealogy with your own team, processes and live workflows in the areas where you believe there is the greatest opportunity to improve.
30 days. Your brokerage. Real opportunities. No obligation.
Start small. Connect what you already use. Expand when the value is clear.
Run Your Analysis: Dealogy Cost/Benefit CalculatorDealogy supports professional judgement; it does not replace it. Agentic workflows act within the permissions a brokerage sets, and material actions require confirmation from a named person.