Deals & Data Room

Run the deal,share it safely.

Track every deal from first talk to close on one clear board. Share your files in a gated data room, and let AI draft the paperwork and keep documents ready for due diligence.

Who it's for

For everyone working a deal

Buyers, sellers, brokers, and acquirers all need one clear view of where each deal stands and one safe place for the documents.

Buyers & sellers

Follow every deal you are part of, know the next step, and share files only with people you approve.

Brokers & M&A advisors

Run every client deal on one board and open a professional, gated data room for each one.

PE & corporate buyers

Track your whole pipeline and get clean, organised documents the moment due diligence starts.

Act one

Run the deal to close

Put a deal on the board, work it stage by stage from NDA to closed, and let AI draft the paperwork along the way.

01Board

See every deal on one board

Your pipeline lays out each deal by stage, so you see what is moving, what is stuck, and how much value is in play the moment you open it.

02Stages

Work one deal, stage by stage

Open a deal to follow it from NDA to closed: buyer check, review, LOI, due diligence, SPA, completion, and handover. A task board tracks each step as to do, in progress, or done, and AI can draft the paperwork like the NDA for you.

03Link

Pull a file straight from the data room

A deal task like 'Collect buyer signature' can attach a file from your data room in one click. Comments keep the whole team on the same page, so nothing gets lost.

Run the deal

Everything your pipeline needs

A stage-by-stage board, a task board, and AI paperwork, so nothing slips between first talk and close.

Pipeline board

Every deal laid out by stage, from NDA to closed, so the whole picture is clear at a glance.

Task board

Track each step as to do, in progress, or done, so nothing gets missed on the way to close.

AI drafts documents

Let AI generate the paperwork you need, like the NDA, so you move faster with less admin.

Buyer interest & next steps

See who is interested in a deal and the next step to take, all in one view.

Deal team

Keep everyone on the deal in sync, working from the same board and the same details.

Value & timeline

Track deal value, key dates, and deadlines, so every deal stays on schedule.

Act two

Share documents securely

Open a gated data room, share files only after an NDA, and let AI keep everything ready for due diligence.

01Store

A secure, gated data room

Keep every deal document in one gated place. Buyers and brokers only see files after they sign an NDA, and everything stays neatly organised.

The secure data room with organised deal documents in the SellAnyBiz dashboard
02Upload

Add the documents buyers ask for

Add the deal files the checklist asks for. The more of the checklist you complete, the higher your readiness score.

Uploading deal documents to the data room checklist in the SellAnyBiz dashboard
03Review

AI checks readiness and red flags

AI reads the room and gives you a clear readiness report: a summary, an overview, and any red flags to fix before buyers look.

The AI exit readiness report with summary, overview, and red flags in the data room
04Report

See the full document report

Get a clear overview and summary of every document in the room, so you always know what is there and what is still missing.

The document report with an overview and summary of the data room contents
Share it safely

A data room built for due diligence

Secure storage, NDA-gated access, and an AI curator, so buyers get clean, organised documents the moment they are approved.

Secure storage

Keep all your business sale documents in one safe, private place.

NDA-gated access

Share sensitive files only after a buyer or broker signs an NDA.

File categories

Sort documents into clear categories, so buyers find what they need fast.

AI curator

AI reads your files, sorts them, and flags gaps, so the room is always deal-ready.

AI document insights

Ask the AI copilot about any document and get key facts and red flags in seconds.

Buyer & broker access

Control exactly who can see each file, and change access anytime.

How it works

Three steps from first talk to close

01

Put the deal on your board

Start a deal from a listing or a chat, then move it through the stages from NDA to closed.

02

Open a gated data room

Upload your documents, and share them only with buyers and brokers who sign an NDA.

03

Let AI carry the load

AI drafts the paperwork, keeps files organised, and flags what is missing, so you close with less admin.

FAQs

Deals & data room questions, answered

Get started

Run every deal and share every document in one place

Track each deal from NDA to closed, open a gated data room, and let AI draft the paperwork and keep your files ready, all inside your SellAnyBiz workspace.

  • Deal pipeline
  • NDA-gated room
  • AI does the admin