§01.1
Upload.
Drop in the CIM, 3–5 years of financials, the master lease and the top three customer contracts. PDFs are fine. The engine extracts every number, term and footnote.
Due Diligence · For Small-to-Mid Market Deals
Due diligence, written the way partners write it.
Three AI agents read every page of a CIM, financials, lease and contract stack, then deliver the same memo a partner would hand you at 7am. Built for brokers and operators working $1–$25M revenue deals — not VCs, not consumers.
§01How it works
Three steps between a seller’s data room and a defensible point of view.
Not a dashboard. A single memo — the one you’d write at 2am if you had twelve more hours.
§01.2
Analyze.
Three specialist agents — Financial, Legal, Operational — read in parallel. They disagree on purpose. A synthesis layer reconciles their findings into one consensus view with a dissent noted.
§01.3
Report.
A deal score, a risk matrix ranked by impact × likelihood, an addback bridge, comparable transactions, and an analyst verdict. One printable link, cited back to the source documents.
§02One finding, in full
“Top customer = 41% of revenue on a 90-day-terminableMSA.”
from the Summit Precision sample · finding R-01
R-01High severity· Customer · Impact × Likelihood 5 × 4Red flag
Revenue concentration in a customer contract the seller cannot guarantee will renew.
Seller’s largest account, a Tier-2 defense prime, represents 41% of trailing twelve-month revenue on a Master Services Agreement signed in 2022. MSA §11 permits termination on 90 days’ notice for convenience. Expiration is June 2027; we have found no written renewal, side-letter or pricing committee minutes in the data room. Customer contact on file last responded to the seller in November 2025.
DealBrain recommends that any LOI be contingent on a signed 36-month firm extension of this MSA, and that the working capital peg be adjusted for the quarter of seasonal exposure that would result from a customer-initiated termination.
Cited from:CIM §3.2 — Customer MixMSA §11 — TerminationFinancials · FY25 · Revenue by account
§03Signals
Beta · Week One
“Brokers at a regional MCBI chapter ran DealBrain on three live listings inside the first week of beta. Two negotiated. One walked.”
EnginePowered by Claude Opus 4.6, with a three-agent consensus layer.
ProvenanceEvery finding cites back to a specific document, page and section.
Fit$1–$25M revenue, owner-operated. Not a CIM assistant. A point of view.
PrivacyCustomer documents are encrypted at rest. Nothing trains a model.
§04Pricing
Per-report, not per-seat. The way deal work actually bills.
No feature matrix. No annual contracts. You pay for the memo when you need one.
01Beta
Freeduring beta
Full three-agent analysis, full report, same engine as the paid tiers. No credit card.
Limited to 20 reports · April 2026
02 · RecommendedEarly Adopter
$99per report
Lock in the beta price through 2026. Priority pipeline. Direct line to the team for custom finding weights.
Locked through Dec 2026
03Standard
$199per report
Same three-agent engine. Standard pipeline. What everyone else will pay after beta closes.
After beta · 2027 onward
§05Early access
Get early access.
We’re opening beta to 20 brokers and operators in April. Leave an email — we’ll tell you the day a spot opens, and lock in the early-adopter price if you take one.
§06Questions, briefly
Q·01What documents does the engine need to produce a useful report?+
At minimum: the CIM, 3 years of P&L and balance sheet, and the top customer contract. If you add the lease, the addback workpapers, and the quality-of-earnings memo, the report gets materially sharper. Missing documents don't block the run — they appear in the "outstanding requests" section at the bottom.
Q·02How is this different from ChatGPT or a generic document reader?+
DealBrain has a point of view. Three agents with different priors read the same data room and disagree in writing. The output is formatted as a diligence memo with a verdict, a defensible price range, and findings ranked by impact and likelihood — not a chat transcript.
Q·03Who is this actually for?+
Senior business brokers qualifying listings before taking them. Operators and search funds evaluating $1–$25M revenue targets. Not VCs. Not retail consumers. Not anyone touching a deal above $50M, where the engine's defaults stop making sense.
Q·04What happens to the documents I upload?+
Encrypted at rest. Scoped to the buyer email that uploaded them. Nothing trains a model. You can delete a deal and everything in it with one click from the report page; server-side purge is complete within 24 hours.
Q·05Can the report be white-labeled for a broker's book?+
Not in the current tier. We do have a handful of custom "memo skins" in development for firms running more than ten reports a month — reach out via the waitlist and note it.