Built for business brokers

Seller onboarding that runs on your website, not your inbox.

Sellers submit financials, documents, and business details in one guided flow. Every intake lands complete and in the same format.

Schedule a Demo Start Valuation

Still collecting seller information through email?

Every seller sends something different, and the missing pieces come back in five replies. Intake isn't the hard part — reassembling it is.

Documents buried in threads

The file exists. Finding it costs an afternoon.

Chasing the same financials

You ask twice, they answer once, the deal waits.

No two intakes look alike

Six formats per seller, and nothing comparable.

Six places the back-and- forth ends

Each one removes a specific thing you're doing by hand today. Pick one to see it up close.

Seller Onboarding & Client Intake

You spend more hours administering the file than advising the client. One guided flow collects it all, customized to your brokerage.

Same fields every time

Complete on submit

See how it works

Buyer Intake & Qualification

Forty hours of calls for a buyer who was never funded. Intent and proof of funds arrive before your calendar does.

See how it works

Business Valuation Calculator

The lead who wanted a ballpark got it from another broker's site. Give them a number on yours, instantly.

See how it works

Listing Management

See how it works

Listing Syndication

Three marketplaces, three versions of one business. Publish once and every channel matches.

See how it works

White Label Platform

You send a PDF while the broker across town sends a branded portal. Everything runs under your name.

See how it works

The reality

Three brokers got the call — the one who answered first got the engagement.

One guided flow, the same file every time.

The email thread that took three weeks becomes a form the seller finishes in one sitting — branded as yours, validated before it reaches you.

With Alpha Biz

Same fields on every engagement

Documents attached to the right step

Nothing lands in your inbox half-finished

Three brokers got the call — the one who answered first got the engagement.

The reality

Qualification arrives before the calendar invite.

Intent, budget, and proof of funds are collected up front, so the forty hours you used to spend on unfunded buyers goes to the ones who can close.

With Alpha Biz

NDA signed before any detail is shared

Unqualified buyers flagged, not forwarded

The reality

The seller who wanted a ballpark got it from another broker’s site.

A seller wants a number before they'll talk.

Give them one on your own site in five steps, with noaccount required. The report becomes the first page oftheir file — or a full CBR when you're ready.

With Alpha Biz

Real-time market data, ~100,000 points

Instant result, no account required

Grows into a CIM or CBR

One employee finds the listing, and the business loses value before closing.

The reality

Blind by default. You grant every look.

A seller's name in the wrong inbox and the buyer goes straight to the owner. Identifying details stay hidden until you release them to a vetted buyer.

With Alpha Biz

Private CIM released per buyer

Every access grant is logged

The reality

Five channels, five versions of the same business — and buyers notice.

Publish once. Every channel matches.

Three marketplaces used to mean three versions of one business. One publish pushes the same approved copy everywhere, and updates follow the same way.

With Alpha Biz

Marketplaces, social, and chambers in one action

Edits propagate — no stale listings

Your own site stays the canonical page