Dealade provides founder‑led businesses with a secure, private platform to assess and track their company’s valuation and readiness for a sale. Users can upload confidential documents, receive AI‑generated, publicly‑sourced valuation estimates, and monitor value‑driver improvements over time, while retaining full control over who can view their data.
Funding
Funding not disclosed
Founders
Product
Problem
Founder‑led owners often lack a secure, organized way to evaluate their company's worth, improve key value drivers, and share confidential information with potential buyers on their own schedule. This leads to missed opportunities, inefficient deal preparation, and risk of data exposure.
Solution
Dealade offers a self‑service platform that lets founders assess, enhance, and monitor their business valuation before they decide to sell. The system encrypts all uploaded documents, keeps the company’s identity hidden until the owner grants access, and logs every viewer interaction. AI analyzes publicly available data to generate directional valuation estimates, while the platform’s built‑in guidance, based on four decades of lower‑middle‑market M&A experience, helps owners strengthen drivers such as recurring revenue, concentration, and owner dependency. Quarterly readiness scores track progress, enabling owners to time a sale for optimal outcomes.
Target Audience
Dealade is designed for founder‑led businesses preparing for a future sale, including owners, CEOs, and their internal teams who need a secure, self‑service solution to manage valuation and deal preparation.
Features
- End‑to‑end encrypted data storage and sharing, with granular permission controls for advisors, buyers, and legal teams
- Activity log that records who accessed which documents and when, providing full visibility into data views
- AI‑driven, public‑data valuation estimates that serve as a baseline for owners to validate with advisors
- Guided improvement workflow targeting concentration, recurring revenue, and owner dependency, informed by 40+ years of M&A expertise
- Quarterly readiness scoring to track valuation improvement over time
- Centralized virtual “room” for document collaboration, contract drafting, schedule building, and electronic signatures, reducing inbox overload
- No retainer or agenda required; owners can start and pause the process at any time