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Business brokers - if we told you we could eliminate 90% of CBR/CIM writing from your workflow, would you push back retirement 5 or 10 years? 👀
Let’s be honest - not many people love writing CIMs (for those that do, we don’t judge) - but CIM writing is a necessary step in getting a deal closed. Everything we do at DealBuilder is helping brokers close more deals with less work - so CIM automation felt like a natural fit.
Here’s how we do it:
- Using AI technology we scan your client's website + ask dynamic onboarding questions (completed by you or the client directly) to retrieve all the information we need to build the CIM.
- Complete the onboarding process by entering the company financials + uploading any supplementary attachments you want to be included in the presentation.
- Once you hit ‘Go’ you can watch our AI system write both your Listing Page (confidential) and CBR/CIM
- Review and make any final edits from our editor and then hit ‘Publish’ allowing you to share your deal with buyers and on the DealBuilder Marketplace (optional).
Want to see it in action? Check out our short 6-minute demo below:
https://www.loom.com/share/91965fb8db8748c69847a882fb1ed84c?sid=15a0dfce-5c63-4992-a69a-3b814ad72baa
Interested in learning more? Schedule a demo with our team here.
