You handle 50–100+ deals a month. Most don't survive the first read — but that first read still takes 30–60 minutes of manual work. Paste any teaser or CIM text and get a structured memo with financials, red flags, and a GO / CONDITIONAL / PASS recommendation in seconds. Qualify sellers faster. Match buyers better. Keep your whole team on the same page.
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No account. No credit card. Paste any teaser, broker listing, or CIM text — get a structured memo with financials, red flags, and a GO / CONDITIONAL / PASS recommendation in seconds.
Extracting financials · Surfacing red flags · Generating memo...
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Create free account →Business brokers handle enormous inbound volume. Most deals screen out in the first read — but that first read still costs 30–60 minutes of manual work per deal.
No standard format. Junior staff screen differently than principals. Buyers get inconsistent quality summaries. Your brand suffers. DealPacket standardizes everything.
Reading a CIM, pulling financials, writing a buyer summary — it's grunt work that scales badly. DealPacket does it in 15 seconds, every time, same format.
From raw deal to structured memo in four steps. Built for broker volume.
Paste a broker teaser, confidential information memorandum, or listing URL. Upload a PDF. Or scrape listings directly with the DealPacket browser extension. Everything is normalized automatically.
DealPacket pulls revenue, SDE/EBITDA, asking price, multiples, owner tenure, customer concentration, and key risk factors — even from unstructured text. No manual data entry.
Every deal gets a full framework analysis: Seller Note Risk, Working Capital, Customer Concentration, Family Business Flags, Cyclical Risk, Real Estate, IP & Moat, Seller Motivation — plus a GO / CONDITIONAL / PASS recommendation.
Export to PDF or send directly. Every memo follows the same structure — so your buyers know what to expect and your team stays aligned. Build a searchable deal history as you go.
Seller Note Risk, Working Capital Alert, Customer Concentration, Family Business Flags, Professionalization Upside, Buyer-Business Fit, Cyclical Risk, Real Estate Hedge, IP & Moat, Seller Motivation — every memo, every deal.
Drop a confidential information memorandum directly into the Memo Engine. DealPacket extracts financials, flags risks, and generates a memo from the full document.
One click to pull any listing into DealPacket while you're browsing BizBuySell, Axial, or broker sites. No copy-paste. No tab switching.
Create screening profiles for different buyer mandates — sector, revenue range, geography, deal size. Score every deal against the right buyer. Know which deals are worth your time before you pick up the phone.
Run memos on your own Anthropic or OpenAI API key. Zero platform cost per memo, full control over model choice, no usage caps.
Magic-link auth — no passwords, 30-day sessions. Pro seats for your whole team. One account, consistent deal summaries across every agent in your brokerage.
Every deal gets a structured memo: financials extracted, risk flags surfaced, and a clear GO / CONDITIONAL / PASS recommendation. Same format every time.
Established residential and light commercial HVAC operator in Portland metro. 22 years in business. Owner (67) seeking retirement. Revenue has grown 12% CAGR over 5 years with recurring maintenance contracts comprising 40% of revenue. Low capex. No customer concentration risk. SBA-eligible at asking price. Key risk: two senior technicians approaching retirement age.
DealPacket gives every broker an AI analyst that reads teasers, extracts financials, flags red flags, and delivers a structured memo in 15 seconds. Free to start — 10 memos/month, no card required. Pro is $19/month for unlimited.
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