AI for Business Brokering: Week 4 – Prepare Marketing Material
Welcome to Week 4 of Tupelo's 8-week series on how AI is transforming business brokering. This week focuses on preparing marketing material, a process that often feels time-consuming.
Creating a Confidential Information Memorandum (CIM) or a Confidential Business Review (CBR) is essential but tedious. These documents go beyond the basic public listing, requiring careful attention to detail. Most brokers don’t specialize in document design, and outsourcing can be costly.
AI offers a faster, more efficient way. Instead of hours or expensive outsourcing, these tools create professional documents in seconds, allowing brokers to focus on higher-value tasks and save money.
Goal: Highlight AI tools that help business brokers and M&A advisors create CIMs and CBRs quickly and efficiently.
Here are five tools that you can use to prepare marketing materials:
1. Tupelo
Tupelo is a holistic software solution for business brokers, offering features like CRM, NDA automation, data rooms, email marketing, and an AI-powered CIM builder. Its AI generates polished CIMs in seconds by integrating into an advisor’s workflow, using broker notes or seller questionnaires as inputs. The output is fully editable, allowing for custom tweaks as needed.
Tupelo’s AI also will spread your financial statements for you! Don’t spend time copying data from tax returns - Tupelo can do it.
Pricing:
$100 per user per month for up to 5 users, and $50 per user per month for additional users. Includes unlimited CIMs.
Key features:
- Tupelo’s AI creates professional marketing material like CIMs
- Customizable output
- APIs with leading research reports like IBIS world
- APIs with leading locational and demographic data
- Financial statement spreader
Considerations:
- Tupelo’s AI is only accessable for CRM users
2. XCap Market
XCap is an AI research assistant tailored for finance professionals. It automates tedious tasks like company data crawling and financial modeling, allowing you to focus on the high-level strategy. The AI-enhanced models and acquisition recommendations help you expand your search beyond the obvious targets. With XCap, you can create detailed CIMs in hours.
Pricing:
Unknown
Key features:
- ~20 page deal teasers
- Output is in a powerpoint style document
- Multiple graphics layered throughout the presentation
Considerations:
- New service in beta
- Initially training the AI to create a useable outputs takes time and multiple reiterations
3. Plus
Plus AI is a tool that improves your slide creation in PowerPoint and Google Slides. Its Text-to-Presentation feature converts text into professional slides. It also transforms PDFs and Word documents into slides. Plus AI integrates smoothly, helping you create individual slides or entire decks while keeping a consistent look across your team.
Pricing:
$10 - $20
Key features:
- Text-to-Presentation - easily convert text into professional slides
- PDF and Word document uploads - transform documents into presentable slides
Considerations:
- Plus is not designed for M&A advisors
- There is manual work in iterating design templates and output
4. Scrybe
Scrybe is an AI tool built for creating CIMs. It simplifies drafting by using AI to generate content that presents a company’s operations, financials, and growth prospects. This focus on CIMs makes Scrybe different from general writing tools. It meets the needs of mergers and acquisitions professionals by helping them create compelling investment narratives.
Pricing:
Unknown
Key features:
- Designed specifically for creating CIMs
- Create high-quality content in hours
Considerations:
- New to market
5. Deal Builder
DealBuilder provides a deal management platform with a marketplace for business transactions. Brokers can use it to create CIMs and list businesses for sale. It’s designed to handle back-office tasks, like data entry and marketing material creation. The DealBuilder team is comprised of business brokers who understand the space intimately.
Pricing:
$250 per month for up to 5 listings, with an additional $50 per month for each extra listing.
Key features:
- Marketplace
- CIM creation
Considerations:
- DealBuilder can become pricey if your office has many listings, but they do offer some enterprise pricing options.