TheBizAutomater · For M&A firms
Spend your time on deals, not on deal admin.
See it in action
Watch a new deal move through your pipeline on its own
AutomatedYour team steps in
An illustrative example. We build workflows like this around the tools you already use.
Across the whole deal
Automation at every stage, from first teaser to day 100
We connect the tools your team already uses, such as your CRM, inbox, data room, e-signature and accounting, so information moves on its own and nothing slips between stages.
Source
Never lose a lead in an inbox.
- Teasers and CIMs filed to your CRM automatically
- Inbound sellers captured from web, phone and email
- Intermediary relationships tracked and nudged
Screen
Decide faster with the facts in one place.
- Auto-scoring against your investment criteria
- One-click pass or advance, with polite pass emails
- Weekly pipeline digest to partners
Diligence
Keep every request moving.
- NDA sent, signed and logged without chasing
- Request-list tracking with automatic reminders
- Data-room activity alerts to the deal lead
Close
Fewer late nights before signing.
- Closing checklists with owners and due dates
- Document versions and signatures tracked
- Stakeholder updates sent on schedule
Integrate
Make the first 100 days repeatable.
- Integration playbook launched on close
- Acquired staff onboarded to your systems
- Monthly KPI dashboards from every company
Built for how your firm works
What we automate for each kind of M&A firm
Free ROI calculator
What is manual deal work costing your firm?
Choose your type of firm, set your team size and the hours spent on admin, and see the time and money automation could give back each year.
Sets typical starting numbers. Adjust them to match your firm.
160
hrs
Data entry, CRM updates, chasing NDAs and documents, outreach, reporting.
$
Adjust the assumptions
%
Time you could get back each year
0hours
$0value per year
$0per month
0full-time people
Admin hours per year0
Automated0
Cost per hour$0
Value per year$0
Where those hours usually come from
How this is calculated
Compliance built into the workflow
Set up for your market
What automation delivers
Results our clients see
15–25 hrssaved per week
Up to 40%lower operational costs
3×the workload with the same team
60 daysto see results
Questions M&A teams ask us
Before you book a call
Free strategy call