We Are Building a World Where  Trusted Advisors Can Scale

Maximize your clients' business value or plan their exit strategy. Generate benchmarking, business valuation, value creation roadmaps, and optionality scenarios… in real time.

Business owners often wait too long before involving an advisor to increase their valuation or plan their exit, which can lead to leaving millions of dollars on the table. 

The same goes for advisors. Your clients should be your top source of deals, but business development often comes last because you're busy serving clients, potentially missing out on new opportunities. 

This will accelerate as more business owners plan to exit their businesses in the upcoming decades.

Our technology is powered by Large Language Models including Gemini, OpenAI and Cohere, and is optimized using proprietary algorithms, M&A datasets and value creation frameworks for superior performance. Advisors use Optionality to provide an initial assessment of the business value and options, accelerate the M&A and financing process and win more deals.

You win by fostering trust while expanding your deal pipeline, allowing you to identify buying or selling opportunities before everybody else. But most importantly, your clients win as they optimize their business value and achieve their desired outcomes.

Win more deals by automating key workflows to generate assessments, pitchbooks, valuations, targets, buyers, teasers and more… 10x faster.

You're spending too much time meeting countless business owners and your process to uncover the best deals is inefficient, leading to competitive bidding and missed opportunities.

Creating pitches involves lengthy prep, valuations, and managing client expectations. It's time-consuming, frustrating, and often leads to your team being overworked.

Handling highly manual tasks (including creating teasers, CIMs, and buyer lists) while continually chasing clients for information that is often delayed or incorrectly formatted.

Create compelling, data-driven pitchbooks with just a click to save time, reduce manual effort, and deliver compelling presentations tailored to each client. All you need to get started is your client's website.

Generate company valuations and benchmarking analysis supported by our M&A transaction dataset and powered by our comps algorithm. Assess your client’s leverage potential and financing needs.

Accelerate your clients' go-to-market process by generating key deliverables including company teasers, CIMs, credit memos and pitchbooks.

Leverage our proprietary value creation framework to build exit or growth plans. Collaborate with your clients and monitor their progress for more successful transactions.

Streamline the deal-making process by instantly generating accurate buy-side and sell-side lists. Quickly identify high-value targets and deliver actionable insights to help your clients close more profitable deals faster.