About this App

M&A Deal Platform provides software to enable Advisors & Practices to offer enhanced Business Advisory and Corporate Finance Services to their clients, opening up entire new revenue streams, while helping their clients grow.

  • Our Advisor Copilot & Secure Chat GPT enables practice employees to Securely query Client Business Model and Client Data Room.

  • Our Lead Generation Applications & Content can help you Find and Qualify clients.

  • Our Business Advisory Tools help you Deliver advisory reports and reviews.

  • Our Corporate Finance Tools Speed creation of Valuation Reports, Business Plans, Information Memorandums etc.

Cost (from)


Free Practice Subscription


14 Day Trial

Partner Program

Partner for access to Marketplce

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Accounting Platforms


  • HubSpot

  • Hubspot CRM Sync

  • Microsoft

  • Microsoft 365

  • Microsoft Azure

  • Microsoft Azure AD

Geographies Served

  • All other countries in Europe

  • United Kingdom

  • USA

  • Worldwide



App features per category

Accountant Tools

  • Business Plan Wizard

  • Executive Summary for Investment

  • Secure ChatGPT

  • Information Memorandum Wizard

  • Company Valuation Report Wizard

  • Virtual Data Room with ChatGPT

  • Lead Generation Application & Content



  • Lead Generation Application & Prospect Capture


Financial Services

  • Business Plan Wizard

  • Executive Summary for Investment

  • Information Memorandum Wizard

  • Marketplace



  • Lead Generation Application & Content



  • Business Plan Wizard

  • Momentum Business Model with Workshop

Some details on this page are subject to change. If you see something wrong please contact us here.

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