Deal Studio

What Deal Studio does

Deal Studio is a platform-plus-services company that builds business systems and growth strategy for professional business brokers. The company was founded by Ron West and is based in Green Bay, Wisconsin, with a distributed team of approximately 16 people across strategy, AI engineering, automation, design, and customer success roles.

At the core of the offering is the DealBuilder platform, a broker-specific deal execution system that handles CIM production, buyer qualification, NDA management, deal stage tracking, and valuation comps lookup via an integrated Business Reference Guide. This sits inside a broker-specific CRM that unifies buyer and seller pipelines, contact history, and a cross-channel inbox, and is connected to a Marketing Platform for landing pages, email/SMS/voicemail campaigns, social scheduling, and AI-assisted content and SEO. Additional proprietary modules include an AI CIM Builder, a Virtual Data Room with tiered access, and a pre-configured accelerator package called Trent Lee Studio modeled on a high-volume broker's workflow.

Deal Studio monetizes through two subscription tiers: Foundations at $597/month (discounted to $537/month for IBBA Benefit Partners), providing platform access, CRM setup, automation, AI CIM Builder, secure data room, and weekly office hours; and Growth Partnership, a tailored, multi-year engagement that adds strategy, brand development, paid media management (Google and Meta Ads), custom AI solutions, done-for-you design, and hands-on implementation support. Go-to-market is direct, anchored by complimentary 45-minute strategy calls, weekly open webinars (free to all brokers regardless of customer status), and a core partnership with the International Business Brokers Association. Customer segments are concentrated in horizontal SMB and mid-market business brokerages with no enterprise anchors disclosed.

Name

Deal Studio

Legal name

Deal Studio

Website

https://deal-studio.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Deal Studio provides a broker-specific CRM, AI CIM Builder, deal execution platform, and marketing automation, sold as subscriptions and implementation services to SMB and mid-market business brokerages.

Ownership category

akta.pro rank

Product category

Business Brokerage Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

akta.pro secondary industry

Transaction Structuring, Negotiation & Deal Execution Support (FSAEAGAK)

Keywords

• Business brokerage software
• Broker CRM platform
• Deal flow management
• CIM builder software
• Virtual data room services

Headquarters

HQ city

Green Bay

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Foundations Subscription: Monthly subscription at $597/M providing full CRM setup, buyer/seller automation, AI CIM Builder, Secure Data Room, and weekly office hours/Deal Studio University access. Discounted to $537/M for IBBA Benefit Partners.
2. Growth Partnership: Premium tier including everything in Foundations plus strategy/positioning/brand development, marketing (Google & Meta Ads), custom AI solutions, done-for-you design, and hands-on implementation support through the Organize-Build-Establish-Share methodology. Quote-based pricing tailored to broker.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Deal Studio provides a broker-specific CRM and deal flow platform (DealBuilder) integrated with an AI CIM Builder, Virtual Data Room, and Marketing Platform, sold as a subscription to business brokers. The offering includes two tiers — Foundations ($597/month) for self-service platform access and Growth Partnership for full-service implementation, strategy, and marketing. The company also offers Trent Lee Studio, a pre-configured accelerator package based on a high-volume broker's workflows for brokers who want a proven system foundation.

Product overview

Deal Studio is a platform-plus-services architecture built specifically for business brokers. At its core are DealBuilder (deal execution platform handling CIM production, buyer workflows, NDA management, and valuation comps) and the CRM Built for Brokers (operating system managing buyer/seller pipelines, unified inbox, and automation). These are integrated with a Marketing Platform for landing pages, social scheduling, and AI content. The offering is structured into two pricing tiers: Foundations ($597/month) for platform access with AI CIM Builder and data room, and Growth Partnership for tailored strategy, brand development, marketing, and custom AI solutions. Additionally, Trent Lee Studio provides a pre-configured accelerator package based on proven broker workflows. All capabilities are connected so leads flow into sales, operations hold the process, and relationships stay active across the full deal lifecycle.

Differentiator

Problem solved

Functional benefit

Brands

• Trent Lee Studio: A pre-configured version of Deal Studio modeled on the systems and workflows Trent Lee uses to close approximately 50 deals per year with a single assistant. It is a starting point, not a script, for brokers who want a proven foundation they can adapt. An end-to-end lead and deal flow automation system and pre-built foundation for brokers.
• DealBuilder
• Deal Studio University
• Foundations
• Growth Partnership

Products and services

• DealBuilder Central platform for business broker deal execution covering CIM production, buyer qualification, NDA management, deal stage tracking, and Business Reference Guide comps search within a unified workflow. Built specifically for business brokers to operate the full deal lifecycle.
• CRM Built for Brokers Operating system for business broker operations with buyer and seller pipelines, unified inbox across channels, lead source attribution, and workflow automation built around broker rhythms.
• Marketing Platform Marketing tools integrated within the Deal Studio platform including landing pages and funnels, email/SMS/voicemail campaigns, social media scheduling, AI content and SEO, and reputation management tied to actual transactions.
• Trent Lee Studio Pre-configured accelerator package of the Deal Studio platform built around Trent Lee's end-to-end lead and deal flow automation system, providing a proven foundation brokers can adapt rather than build from scratch.

Quantifiable outcome

• Most brokerages achieve operational status within 4-6 weeks of engagement
• +1 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability9 records

Feature7 records

Partnerships

One partnership is on record.

• IBBA (International Business Brokers Association)coreGTM or Marketing PartnerIBBA Benefit Partners program provides Deal Studio customers with approximately 10% discount on Foundations subscription ($537/M vs $597/M standard rate). Deal Studio positions itself as aligned with the IBBA mission of protecting and promoting the value of the business broker profession.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/dealstudiobbp
• LinkedInlinkedin.com/company/dealstudio

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Deal Studio