Your CRM and data room. Valuation built in.
Valuation to Settlement - Paperless and Smooth - AutomatedAppraisal → Agency Agreement → CIM/Teaser → Listing → VDR → HOA → SPA, automated.Connect Email / Calendar / Mobile to increase communication flow.
● Live today No core subscription AI optionalThe CRM
The whole sale, one board
Lead → Client → Listing → HOA. Live enquiry and offer counts on signed deals’ cards, executed agreements detected rather than ticked by hand, and projected fees from your own fee schedule.
It is the CRM, not a tool bolted to one. The deal record underneath is the same record the valuation, the documents and the data room read from. Your own mailbox and calendar sit inside the deal, and threads find their own deal by themselves.
Valuation, built in
Type it once. It flows into everything.
One Deep Dive Q&A and one EBITDA recast, with add-backs and part-year annualisation, and every document downstream is already filled in. The appraisal is a PDF with the method and every input shown, not a number typed into a template: an automated indicative appraisal, not a formal valuation. One click further turns it into a human-reviewed valuation.
Re-asking for a value the system already holds is treated as a bug here, not as a UX preference.
The data room
A data room that knows who’s looking
Five clearance tiers. Access is derived on the server from who you are, never from the browser. Documents can open the moment an NDA is signed, depending on how the adviser sets access. And by default every page of a PDF a buyer opens carries their own watermark, burned into the file bytes, so a screenshot names the screen it came from; the adviser can switch that off deal by deal.
The paperwork
End to End Paperless - Appraisal to HOA
Appraisals, Adjusted Earnings Reports, Exit Readiness Reports, Scale & Multiply Plans, Engagement Letters, Sales Authorities, Teasers, CIMs, NDAs, LOI/HOAs, Purchase Agreements and signatures: one flow with seller or broker controlled access. Type a detail once and every document that needs it pulls it across. No email chains. No printing, scanning or posting. Reports generated. Agreements auto-filled, signed, sent, countersigned.
Click, choose · click, authorize · boom, send.
Appraisal / Valuation
Generated from the Deep Dive Q&A and the EBITDA recast: the method and every input shown. The same record carries into the CIM and the listing.Sales Authority
The real instrument, named the way the state names it.VIC Sales Authority · NSW Agency Agreement · QLD Agency AppointmentNDA
Issued from your firm’s own wording, signed at a public link with no account, and filed with a signature ledger and an executed PDF.Heads of Agreement
HOA, LOI, MOU or Heads of Terms: your firm chooses the title, and both sides render the same word from the same record.
The marketplace, and how you measure up
Valuation, CRM, data room and marketplace in one system.
List on bizflip.co for buyers to search, screen and sign. Then put your current setup next to ours: thirty-seven platforms, compared line by line.
See how your current system measures up →Cowork, your AI agent
Tell it what needs doing. It does the work. You approve.
Cowork lives inside the platform and works from your own deals, in your own sign-in. Three simple ones:
Create a new deal: Harbour Joinery, owner Sam Lee, sam@harbourjoinery.example, Queensland, trades, joinery. Do not send an invitation.
On your board as a lead at once. Nothing is emailed, and it never invents an address.
What needs my attention today?
Checks your deals, unread messages and tasks, and names what is waiting and for how long. It changes nothing.
Move this deal to listing
Shows a card saying exactly that. Approve does it; Decline ends it.
Emails, invitations, letters and offers wait on a card: you read it and press Approve before anything goes.
Next: being built for you
The M&A AI workforce. Custom built, for M&A.
Hire AI employees, choose what they do and edit each job description. A manager keeps deals moving and puts effort where the work is stuck. You direct; it does the tuning.
◐ In design. Pilot first. Entirely optional
Data security
Where our security stands today.
Our information security management system is written to ISO/IEC 27001 and the SOC 2 trust services criteria, with its policies, risk register and controls mapped to both.
Today: every request our portals make for platform data passes one gateway that refuses anything without a valid sign-in, unless the route is deliberately public. The server, never the browser, decides who opens which document; a file link it issues goes straight to our storage provider and works for up to an hour. Connections to the platform use TLS. Our hosting and storage providers state that they encrypt what they store, and accounting and Zoom tokens are encrypted again by our own code.
Deals faster. Together.
The platform costs nothing. AI is optional on top.