DealOrb

What DealOrb does

DealOrb Inc., founded in 2025, headquartered in Miami, Florida (incorporated in Delaware), builds an AI-powered SaaS platform for SMB and lower middle-market business acquirers — explicitly serving acquisition entrepreneurs (ETA buyers), search funds, independent sponsors, family offices, private equity firms, M&A advisors, and corporate development teams. The product consolidates deal sourcing, CIM analysis, pipeline management, financing modeling, and document generation into a single integrated workspace, with an explicit emphasis on giving small (1-10 person) acquisition teams institutional-grade tools.

The platform architecture combines an on-market deals aggregator pulling from 15+ listing sources including BizBuySell, BizQuest, LoopNet, BusinessBroker, DealStream, and Axial with an off-market sourcing arm using a claimed 15M+ company database and proprietary intent signals; an AI CIM Analyzer (computer vision + NLP pipeline, executed in under 60 seconds on document upload) that extracts revenue, EBITDA, margins, employee counts, and risk flags; a Deal Room with visual pipeline and stage tracking; a natural-language Deal Chat retrieval layer over deal documents; an LOI generator using attorney-approved templates; DSCR and SBA 7(a) loan calculators; a Quality of Earnings engagement arm via a vetted CPA network; an investor-operators network for equity co-investment; and a Chrome extension that captures BizBuySell/BizQuest listings one-click. Infrastructure sits on Lovable Cloud with AES-GCM 256-bit encryption, SOC 2 Type II controls, GDPR/CCPA compliance, and a Gmail OAuth integration.

Revenue is generated primarily through per-seat SaaS subscriptions — Starter at $24/seat/mo, Growth at $40/seat/mo (both with 20% annual discount and 7-day free trial) and a custom-priced Pro tier for PE and M&A firms requiring a booked demo — supplemented by referral/revenue-share with SBA preferred lenders, paid Quality of Earnings engagements, lead-generation advertising via a free 1-on-1 advisory offering, and a high-touch Private Search done-for-you service. The company reports roughly 50+ dealmaker customers and a single $125K disclosed funding round (April 2026), with the remainder of operations appearing bootstrapped.

Name

DealOrb

Legal name

DealOrb Inc.

Website

https://dealorb.ai

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

DealOrb is an AI-powered SaaS platform that helps SMB and lower middle-market business acquirers source deals, analyze CIMs, manage pipelines, and access SBA financing, QoE reports, and investor networks via subscription tiers.

Ownership category

akta.pro rank

Product category

M&A Acquisition Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Other Activities Related to Credit Intermediation (522390)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

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

akta.pro secondary industries

Management Buyouts (MBO/MBI) & Sponsor-Led Transactions Advisory (FSAEAGAI), Transaction Structuring, Negotiation & Deal Execution Support (FSAEAGAK)

Keywords

• Business acquisition software
• M&A deal sourcing
• CIM analysis platform
• SBA financing tools
• Deal pipeline management

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription (Starter, Growth, Pro): Per-seat monthly SaaS subscription with tiered feature access. Starter ($24/seat/mo) and Growth ($40/seat/mo) with 20% annual discount. Pro tier (custom pricing) for PE and M&A firms. Includes 7-day free trial. Revenue is recurring based on seat count and billing cadence (monthly or annual).
2. Professional Services - Quality of Earnings: CPA network providing QoE reports for acquisition due diligence. Includes QoE Lite for deals under $2M and full forensic reports for larger acquisitions. SBA-lender approved reports with 14-day average turnaround.
3. Financing Facilitation - SBA 7(a) & Investor Network: Connects buyers with SBA preferred lenders and investor network. Revenue likely derives from referral fees or commercial arrangements with financing partners.
4. 1-on-1 Advisory Services: Free 30-minute consultations with M&A professionals who have personally closed acquisitions. Advisors matched by industry and price range experience. Revenue model unclear (potential premium advisory or free lead generation for platform adoption).
5. Private Search Service: Done-for-you white-glove acquisition program where DealOrb operators run end-to-end acquisition search including thesis building, off-market sourcing, diligence and close support. Limited spots by application. Revenue likely from service fees.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

DealOrb is an AI-powered SaaS platform that helps SMB acquirers and M&A professionals source, analyze, finance and close business acquisitions. It combines an on-market deals aggregator (15+ listing sources), an off-market deal-sourcing database of 15M+ companies, an AI CIM/document analyzer (98%+ accuracy in under 60 seconds), a Deal Room pipeline tracker, Deal Chat Q&A, SBA 7(a) and DSCR calculators, an LOI generator, and a vetted investor network — all delivered on a per-seat subscription basis.

Product overview

DealOrb is a unified AI-powered SMB business acquisition platform structured as a core SaaS product with modular features. The platform integrates deal sourcing (On-Market Deals aggregator pulling from 15+ marketplaces including BizBuySell and BizQuest; Off-Market Deals providing direct seller introductions), AI-powered document analysis (AI Analyst/CIM Analyzer extracting financial metrics from CIMs and tax returns in under 60 seconds), a Deal Room for pipeline management and document storage, Deal Chat for natural-language Q&A on any deal, Deal Alerts for buy-box-matched daily email notifications, an LOI Generator with attorney-approved templates, a DSCR Calculator and SBA 7(a) Calculator for financing analysis, Quality of Earnings reporting via a CPA network, 1-on-1 Advisory sessions with M&A professionals, an Investor Network for equity co-investment, and a Save to DealOrb Chrome extension for one-click listing import from BizBuySell/BizQuest. Pricing tiers are Starter ($24/seat/mo), Growth ($40/seat/mo), and Pro (custom). The platform also offers a white-glove 'Private Search' done-for-you service. The product serves acquisition entrepreneurs (ETA buyers), search funds, independent sponsors, family offices, private equity firms, M&A advisors, and corporate development teams.

Differentiator

Problem solved

Functional benefit

Products and services

• AI Analyst (CIM Analyzer) AI-powered document analysis service that extracts key financial metrics from CIMs, tax returns, P&Ls and balance sheets in under 60 seconds, generates executive summaries, risk flags and follow-up suggestions for SMB acquirers, search funds, PE and M&A advisors.
• Deal Chat 24/7 natural-language Q&A chatbot trained on M&A best practices and the user's deal documents, providing cited answers on risks, valuations, DSCR calculations, LOI drafting and due diligence checklists.
• Deal Room Centralized acquisition pipeline tracker with drag-and-drop stage updates, document storage, financial data sync and team collaboration for SMB acquirers and M&A advisors.
• On-Market Deals Aggregator Unified searchable feed aggregating business-for-sale listings from 15+ on-market sources (BizBuySell, BizQuest, LoopNet, BusinessBroker, DealStream, Axial) with structured filters.
• Off-Market Deal Sourcing Off-market deal sourcing service providing direct introductions to business owners considering a sale before they engage brokers or list publicly, via a 15M+ company database and proprietary intent signals.
• Deal Alerts Daily email alert system scoring and matching new on-market listings to a buyer's defined buy box (industry, revenue, location, asking price, SDE multiple), delivered at 8 AM EST.
• LOI Generator AI-powered Letter of Intent generator using attorney-approved templates (Standard LOI, Asset Purchase, Stock Purchase), auto-populating deal terms and exporting to PDF or Word.

Quantifiable outcome

• 98%+ accuracy and 85% time savings vs manual document review
• +6 more outcomes

Named customers16 records

Segments8 records

Ideal customer profiles8 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability8 records

Feature12 records

Partnerships

Six partnerships are on record, tiered core.

• StripecoreTechnology or IntegrationStripe processes all payment transactions for subscription billing across Starter, Growth, and Pro plans. Supports MasterCard, Visa, Discover, and American Express. Provides secure payment infrastructure with fraud protection.
• CPA NetworkcoreImplementation/ SI/ Consulting PartnerNetwork of M&A-experienced CPAs providing Quality of Earnings reports. Includes QoE Lite for deals under $2M and full forensic reports. Reports are SBA-lender approved with 14-day average turnaround. 247 reports delivered with 100% lender acceptance.
• BizBuySellcoreTechnology or IntegrationIntegration partnership enabling Chrome extension to capture listings from BizBuySell with one click. Auto-extracts financials, asking price, revenue, cash flow, broker contact. Data flows directly into DealOrb pipeline. BizBuySell is primary on-market listing source.
• BizQuestcoreTechnology or IntegrationIntegration partnership enabling Chrome extension to capture listings from BizQuest with one click. Auto-extracts listing details into DealOrb pipeline. BizQuest is secondary on-market listing source aggregated alongside BizBuySell and other brokers.
• Lovable CloudcoreTechnology or IntegrationInfrastructure provider for DealOrb's secure cloud platform. Provides AES-GCM authenticated encryption, 256-bit encryption in transit and at rest, and SOC 2 aligned security controls.
• Multiple Listing AggregatorscoreTechnology or IntegrationOn-market deals aggregator pulling from 15+ sources including BizBuySell, BizQuest, LoopNet, BusinessBroker, DealStream, Axial, and others into unified searchable feed.

Scale indicators21 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• OpenPath: Out-of-band acquisition platform connecting business owners with vetted buyers. Partial overlap with DealOrb's off-market deal sourcing and direct seller introduction model.
• PrivSource: Private company intelligence platform with focus on ownership and M&A activity. Emerging player with partial overlap to DealOrb's off-market deal sourcing and private company research capabilities.
• Signal: Investor network and deal flow platform built around relationship-driven sourcing. Overlaps with DealOrb's Investor Network and off-market sourcing for investors and acquirers.

Direct peers

• Affinity: Relationship intelligence and dealmaking CRM that helps deal professionals track deal pipelines, relationships, and outreach. Overlaps with DealOrb's pipeline management and CRM-adjacent functionality for M&A professionals.
• Grata: AI-powered B2B deal sourcing platform for M&A professionals, focusing on private company intelligence and owner outreach. Directly competes with DealOrb in SMB and lower-middle-market sourcing with overlapping AI-driven discovery and engagement workflows.
• Axial: Online network connecting buyers, sellers, and advisors in the lower-middle-market M&A segment. Direct competitor on the deal-matching side, serving many of the same ETA buyer and independent sponsor personas DealOrb targets.
• SourceScrub: B2B SaaS platform for sourcing private companies using custom data feeds and outreach automation. Direct competitor in PE/lower-middle-market deal sourcing with overlapping target customers and workflow overlap.

Broad incumbents

• PitchBook: Comprehensive PE/VC market intelligence platform serving institutional investors with company data, deal tracking, and benchmarking. A broader incumbent in deal intelligence — overlapping with DealOrb's market intelligence and CIM analysis use cases but with institutional positioning.
• Crunchbase: Business information platform tracking companies, funding rounds, and acquisitions across private and public markets. Overlaps with DealOrb's company data and deal flow intelligence use cases at a broader market scope.

Others

• Donnelley Financial Solutions (Donnelley M&A): Diligence and transaction support services provider serving M&A deal teams. Adjacent peer given DealOrb's QoE and due diligence workflow integration with CPA networks.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

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 DealOrb