AI for Business Brokers
Stop Juggling Deal Flow. Start Closing Transactions.
Sentia+ is the AI-powered personal operator built specifically for business brokers. Sentia+ replaces your deal tracking spreadsheets, your CRM, and your follow-up reminders. It knows your listings, your buyers, your deal timelines, and your pipeline — and keeps every transaction moving while you focus on advisory work. At $75 per month, Sentia+ replaces deal management crm, spreadsheets, task managers, and more — giving business brokers a single workspace for client management, pipeline tracking, AI briefings, automated follow-ups, meeting recording with transcription, lead generation, and daily pulse summaries. It replaces Deal Management CRM (DealRoom, Intralinks, manual spreadsheets). It replaces Spreadsheets (Excel, Google Sheets). It replaces Task Managers (Asana, Monday, Trello). It replaces Email Follow-ups (manual tracking, Boomerang). It replaces Meeting Notes (Otter, Fireflies, handwritten). It replaces Market Research (BizBuySell, manual comps).
Business brokers are drowning in deal complexity and manual tracking.
Between managing active listings, qualifying buyers, coordinating due diligence, tracking NDAs and LOIs, and keeping sellers informed — you're spending more time on deal administration than actually brokering transactions.
Key Challenges for Business Brokers
- Deal Flow is Impossible to Track: Fifteen active listings, 40 qualified buyers, NDAs at various stages, LOIs pending, due diligence timelines overlapping — your spreadsheet can't handle the combinatorial complexity.
- Buyer-Seller Matching is Manual: A new buyer registers with specific acquisition criteria. You mentally scan your listings and maybe remember three that fit. But you have twelve that match — you just can't search your own data fast enough.
- Due Diligence Follow-Ups Stall Deals: The buyer's accountant needs financials by Friday. The seller's attorney hasn't sent the lease. You're the middleman chasing both sides across email, phone, and text — for every active deal.
- Confidentiality Management is Risky: NDAs, CIMs, and sensitive financials going to the right buyers at the right time. One misfiled email or premature disclosure and the deal — and your reputation — is at risk.
- Seller Updates Take Hours: Every seller wants a weekly update: how many buyers saw the listing, who's serious, what's the timeline. Compiling these reports manually across deals eats entire afternoons.
- Commission and Fee Tracking is a Mess: Success fees, retainer payments, double Lehman calculations, co-broker splits — tracking what you're owed across active and closed deals requires forensic spreadsheet work.
One AI. Every deal. Every party. Handled.
Sentia+ replaces your deal tracking spreadsheets, your CRM, and your follow-up reminders. It knows your listings, your buyers, your deal timelines, and your pipeline — and keeps every transaction moving while you focus on advisory work.
Sentia+ is the AI-powered personal operator built for business brokers and M&A advisors. Manage listings, match buyers to sellers, track due diligence timelines, and close more transactions — without drowning in spreadsheets and manual CRM updates.
Sentia+ Features for Business Brokers
- AI Deal Briefings: Before any buyer meeting or seller update, ask Sentia to brief you. Get the deal status, due diligence timeline, outstanding items, and all party communications — in seconds.
- Deal Pipeline — Listing to Close: Kanban board with stages for every transaction: Listing Engagement, Marketing, NDA/CIM, Buyer Qualification, LOI, Due Diligence, Closing, Post-Close. See every deal at a glance.
- Automated Due Diligence Tracking: Set milestones on every deal — NDA signed, CIM delivered, financials reviewed, LOI submitted, inspections complete. Sentia auto-creates follow-up tasks and flags overdue items.
- Unified Inbox — Every Party: Email, phone logs, and messages with buyers, sellers, attorneys, accountants, and lenders — all in one view. Every conversation auto-linked to the relevant deal record.
- AI Buyer-Seller Matching: When a new buyer registers or a new listing comes in, Sentia automatically identifies matches based on industry, size, location, price range, and acquisition criteria.
- Meeting Recording & Deal Notes: Record buyer meetings, seller consultations, and advisory calls. AI transcribes, extracts deal terms and action items, and updates the deal record automatically.
- Company & Industry Research: Research any business, industry vertical, or market comparable. AI pulls real-time data with citations — perfect for valuations, CIM preparation, and buyer presentations.
- Daily Pulse Emails: Every morning: deals advancing, due diligence items overdue, buyer follow-ups needed, and seller updates due. Start your day knowing exactly which transactions need attention.
- Commission & Deal Value Analytics: Track deal values, success fees, pipeline value, and close rates by industry vertical. Set revenue targets and see your brokerage performance in visual dashboards.
How Business Brokers Use Sentia+
- Morning: Your Daily Pulse: Check Sentia+ and see deals advancing, due diligence items overdue, buyer NDAs pending, and which sellers need a weekly update. No digging through spreadsheets and email.
- Before a buyer meeting: AI briefing: Ask Sentia to brief you on the buyer. Get their acquisition criteria, financial capacity, previous deals, and which of your listings match — in 10 seconds.
- New listing: Instant buyer matching: Add a new listing and Sentia immediately surfaces qualified buyers from your database who match the industry, size, and price range. Send CIMs to matched buyers in minutes.
- Due diligence: Keep deals on track: Every milestone tracked with auto-reminders. When the buyer's accountant misses a deadline, Sentia flags it and creates a follow-up task before you even notice.
- End of quarter: Portfolio review: Dashboard shows active listings, deals in due diligence, pipeline value, and projected fees. Know exactly where your brokerage revenue stands.
Software Sentia+ Replaces for Business Brokers
- Deal Management CRM (DealRoom, Intralinks, manual spreadsheets)
- Spreadsheets (Excel, Google Sheets)
- Task Managers (Asana, Monday, Trello)
- Email Follow-ups (manual tracking, Boomerang)
- Meeting Notes (Otter, Fireflies, handwritten)
- Market Research (BizBuySell, manual comps)
One workspace. One subscription. Everything handled for $75/month.
Frequently Asked Questions about Sentia+ for Business Brokers
Is Sentia+ a virtual deal room?
No. It's a Personal Operator — it handles your deal pipeline, buyer-seller relationships, due diligence tracking, and communications. For secure document sharing, continue using dedicated data rooms. Sentia manages everything around the transaction.
Can I track both buy-side and sell-side engagements?
Absolutely. The pipeline supports custom stages for listing engagements, buy-side mandates, and dual representation — all with separate workflows and tracking.
Does it handle NDA and CIM tracking?
Yes. Track which buyers have signed NDAs, received CIMs, and at what stage they are in the qualification process. Sentia flags when buyers need follow-up and tracks document delivery timelines.
How does the AI research work?
Ask Sentia for industry multiples, comparable transactions, company financials, or market trends. It searches the web in real time and gives you cited, sourced data for valuations and CIM preparation.
What does it cost?
Pro is $75/month per user. Enterprise is $150/user/month and adds team dashboards, shared deal pipelines, role-based access, and priority support. Both include unlimited deals, contacts, and AI queries.
Does it work on mobile?
Yes. Sentia+ has a fully responsive mobile interface. Check your deal pipeline, respond to buyers and sellers, record meeting notes, and get AI briefings from your phone between appointments.
Sentia+ Pricing for Business Brokers
Sentia+ Individual costs $75 per user per month — an introductory price that will increase. Teams plans start at $100/user/month, and Enterprise at $200/user/month. This includes unlimited contacts, AI assistant, email sync, calendar, meeting recording and transcription, pipeline management, lead generation, analytics, and follow-up automation. Integration add-ons (WhatsApp, Telegram, Instagram, Messenger) are $10 per month each.
What Business Brokers Say About Sentia+
I closed 3 more deals last year because due diligence items stopped falling through the cracks. Sentia tracks every milestone and chases every party automatically.
— Main Street Business Broker
The buyer-seller matching is incredible. I added a new listing and Sentia immediately surfaced 8 qualified buyers I'd forgotten were in my database. Two of them made offers.
— M&A Advisor, Lower Middle Market
I was tracking 20 active deals across spreadsheets, email, and a CRM that nobody updated. Sentia gave me one pipeline view with every deal, every party, and every deadline. Worth every penny at $75/month.
— Business Broker, 15 Years Experience