azoen - AI for M&A Advisors

500'000+

SMB deals needing advisors annually

70%

of SMB owners want to sell in 5 years

30%

pass on deals due to prep time

The Challenge

Drowning in deal documentation?

Every SMB deal needs the same prep work: financials, documentation, teasers, valuations. Hours of manual work per deal.

That eats into your margins — or forces you to pass on smaller deals entirely.

Manual documentation takes 20+ hours per deal
Smaller deals aren't worth the prep time
You're leaving money on the table

Without Automation

Step 1

Client intake: 2-3 hours

Step 2

Documentation: 15-20 hours

Step 3

Valuation: 5-8 hours

Step 4

Teaser/CIM: 10+ hours

The Solution

Handle 3x More Deals With The Same Team

Deal Documentation

AI extracts key info from financials, contracts, and interviews. Structured documentation in hours, not days.

Realistic Valuation

Automated comps analysis based on real transaction data. Defensible valuations in minutes.

Professional Teaser

Auto-generated CIMs and teasers from your documentation. Professional, consistent, ready to send.

Buyer Database

Match deals to your buyer network automatically. Filter by criteria, send targeted outreach.

Discreet Outreach

Automated NDA tracking, interest qualification, and follow-ups. You focus on closing.

Closing Support

Deal room, diligence checklists, closing docs — all in one place.

How It Works

From Intake to Close

Onboarding

Upload docs, connect your client. Our AI does the heavy lifting.

Documentation

Review AI-generated materials. Edit, refine, approve.

Buyer Search

Match to buyers, send outreach, track interest.

Handover

Manage diligence, negotiate, close. All in one platform.

More Deals. Less Grunt Work.