The AI Business Broker Assistant
AI-powered valuations, document parsing, financial analysis, and deal preparation for business brokers and SMB owners.
Brokkie transforms manual deal preparation into a fast, accurate, automated workflow. Say goodbye to hours of spreadsheet work and document chasing - our intelligent platform handles the heavy lifting so you can focus on closing deals and growing your practice.
The Problem
The Deal Prep Process Is Slow, Manual, and Expensive
For Brokers
The traditional deal preparation workflow drains valuable time and resources. Every transaction requires extensive manual work that could be better spent building relationships and closing deals.
- Financial documents take days to parse and organize
- Valuations require complex work with add-backs and adjustments
- Multiples and comps are inconsistent across different deals
- CIM creation takes hours of tedious formatting
- Workflow is fragmented across multiple disconnected tools
For SMB Owners
Small business owners face significant barriers when preparing for a sale. Without professional support, they struggle to understand their business value and present themselves effectively to buyers.
- No access to affordable professional valuations
- Poor financial organization damages exit value
- Difficult to understand add-backs and market norms
- No self-service tools to prepare for a sale
- Expensive to hire advisors for preliminary assessment
The result? Deals take longer to close, valuations lack consistency, and both brokers and owners leave money on the table. It's time for a better solution.
What Brokkie Does
Your End-to-End AI Platform for Valuations & Deal Prep
Brokkie automates the entire workflow from document intake to deliverable creation, giving you hours back in your day while improving accuracy and consistency.
Intelligent Document Processing
Automatically parses tax returns, P&Ls, bank statements, and balance sheets. Extracts financial data and cleans inconsistencies without manual data entry.
Dynamic Financial Modeling
Builds comprehensive spreadsheets with add-backs, normalizing adjustments, and industry-specific metrics. Generates key insights and intelligent follow-up questions.
Advanced Valuation Engine
Runs multiple valuation models tailored to industry, size, and market conditions. Conducts market research including multiples, comps, FFE, and real estate analysis.
Complete Document Suite Generation
Brokkie doesn't just crunch numbers - it creates professional, broker-ready documents that accelerate your deal process and impress clients. Every document is generated with consistent formatting, accurate data, and compelling narratives that highlight business strengths.
Valuation Materials
- Comprehensive valuation reports
- Executive business summaries
- Market analysis documentation
Marketing Documents
- Professional teasers
- Confidential information memorandums
- Investment highlights
Transaction Support
- NDA templates
- Seller questionnaires
- Due diligence checklists
Who It's For
Designed for the People Who Make Deals Happen
Brokkie serves the entire ecosystem of business transaction professionals and stakeholders. Whether you're advising clients, preparing for exit, or evaluating opportunities, our platform adapts to your specific needs and workflow.
Primary Users
Business Brokers
Accelerate deal preparation, improve valuation consistency, and handle more transactions with the same resources. Perfect for independent brokers and regional firms.
M&A Advisors
Streamline middle-market deal analysis with sophisticated financial modeling and comprehensive documentation. Deliver faster, more accurate valuations to clients.
Exit Planners
Help clients understand business value years before sale. Track improvements over time and create clear roadmaps to maximize exit value.
CPA Firms
Expand service offerings with professional business valuations. Leverage existing client relationships to provide exit planning and advisory services.
Fractional CFOs
Deliver strategic insights about business value and sellability. Support clients through growth and eventual exit with data-driven recommendations.
CRE Brokers
Diversify into business sales without needing deep M&A expertise. Package business + real estate opportunities, attract more seller leads, and deliver a full-service experience.
Secondary Users
Small Business Owners
Preparing for sale but not ready to hire a broker? Get instant valuations, understand what drives your business value, and receive actionable recommendations to improve exit readiness. Brokkie Prep gives you professional insights at a fraction of traditional advisory costs.
Buyers Evaluating Opportunities
Quickly assess deal quality and valuation reasonableness. Access standardized financial analysis and market comparables to make informed acquisition decisions. Perfect for first-time buyers or active acquirers building deal flow.
Brokkie Product Suite
Three Tools. One Unified Platform.
Brokkie offers flexible solutions for every stage of the deal lifecycle and every type of user. Choose the tool that fits your needs - or use them all together for complete deal management.
Brokkie Assist
AI Co-Pilot for Brokers
Your intelligent assistant for document parsing, valuation preparation, and deal insights. Upload financials, ask questions, and get instant analysis. Perfect for brokers who want AI support without changing their workflow.
- Document parsing and data extraction
- Financial analysis and add-backs
- Valuation models and comps
- Q&A about any deal
Brokkie Prep
Self-Serve Valuation for SMB Owners
Business owners get instant professional valuations without broker fees. Upload your financials, answer a few questions, and receive a comprehensive valuation report with an improvement roadmap. Know your number before you list.
- Instant business valuation
- Value driver analysis
- Improvement recommendations
- Market positioning insights
Brokkie Pro
Complete Broker Workflow Platform
End-to-end practice management for professional brokers. Manage your entire deal pipeline, generate marketing materials, match with buyers, and track every transaction from listing to close. Built for brokers who want to scale.
- Multi-deal pipeline management
- Complete document generation
- Buyer matching and outreach
- Analytics and reporting
All tools / plans include: AI-powered intake & data extraction, industry-specific valuation models, market comparable analysis, secure data storage, and ongoing platform updates. Start with Assist and upgrade to Pro as your practice grows.
Inside Brokkie
Prototype Visuals
Why Brokkie Matters
Finally, a Faster, Smarter, More Professional Way to Prepare Deals
The business brokerage industry has operated the same way for decades. Manual processes, inconsistent methodologies, and fragmented tools create inefficiency and limit growth. Brokkie changes everything.
Speed
From Days → Minutes
Reduce preparation time by 5-10x. What used to take a full week now happens in under an hour. Spend less time on data entry and more time building relationships, marketing deals, and closing transactions.
- Document parsing in seconds, not hours
- Instant valuation model generation
- One-click document creation
- Faster time to market for listings
Accuracy
AI-Driven Consistency
Eliminate human error and methodology inconsistencies. Brokkie applies the same rigorous analysis to every deal, ensuring your valuations are defensible, comparable, and aligned with market standards.
- Standardized add-back identification
- Consistent multiple application
- Automated quality checks
- Reliable comp selection
Scalability
Grow Your Practice
Take on more deals without hiring more staff. Handle increased volume during peak seasons. Expand your service offerings with fractional effort. Brokkie gives you the capacity to grow revenue without proportional cost increases.
- Manage 3-5x more simultaneous deals
- Serve smaller deals profitably
- Add new service lines easily
- Scale without hiring analysts
Real Impact on Your Practice
Before Brokkie:
- 5-7 days average deal prep time
- Inconsistent valuation approaches
- Limited capacity (10-15 deals/year)
- High overhead costs
- Difficult to serve smaller deals
- Client waiting periods
After Brokkie:
- 4-8 hours average deal prep time
- Standardized, defensible valuations
- Expanded capacity (30-50 deals/year)
- Reduced labor costs
- Profitable small deal practice
- Same-day turnaround capability
Business Model
Simple Subscription for Brokers. Pay-Per-Report for SMBs.
Transparent, straightforward pricing that aligns with how you work. No hidden fees, no surprise charges, no long-term contracts. Choose the plan that fits your practice size and growth stage.
For Brokers
Flexible Monthly Subscription Plans
Choose from flexible Brokkie Assist and Brokkie Pro plans - each offering a tailored number of valuations, document-generation credits, and AI-powered workflows. Scale your practice efficiently without committing to high fixed costs.
- Monthly credits for valuations
- All document templates included
- Priority support and training
- Regular feature updates
- Cancel anytime, no contracts
For SMB Owners & Buyers
One-Time Valuation Reports
Pay only for what you need - no subscription required. Brokkie Prep delivers a professional, data-backed valuation report ideal for business owners considering an exit or buyers evaluating acquisition opportunities.
- Single-purchase valuation reports
- No recurring fees or subscriptions
- Comprehensive analysis included
- Value improvement roadmap
- Valid for current market conditions
For Partners
API Access & Integration
White-label integration for advisory firms, CPA practices, and M&A platforms. Embed Brokkie's AI-powered valuation engine into your existing tools and client portals to deliver efficient and accurate business valuations to your clients.
- RESTful API access
- Custom branding options
- Volume-based pricing
- Technical support included
- Dedicated account management
Enterprise Solutions: Need custom workflows, team accounts, or specific integrations? Contact us about enterprise plans designed for larger brokerages, M&A firms, and franchise networks.
Go-to-Market Strategy
Launching With Brokers. Expanding to SMB Owners Later.
We're taking a deliberate, focused approach to market introduction. By starting with professional brokers, we ensure the platform meets the highest standards before expanding to broader audiences.
1
Phase 1: Broker Pilot
Limited Early Access Group
Working closely with a select group of experienced brokers to refine features, validate assumptions, and ensure the platform solves real workflow problems. Pilot participants get lifetime discounts and influence product direction.
2
Phase 2: Broker Rollout
Scaling to Independent Brokers
Opening access to independent brokers and regional brokerage firms nationwide. Focus on onboarding, training, and building a community of power users who can share best practices.
3
Phase 3: SMB Expansion
Direct-to-Owner Platform
Introducing Brokkie Prep for business owners who want self-service valuations. Marketing through digital channels, content, and partnerships with business associations and entrepreneurship communities.
4
Phase 4: Integrations
Ecosystem & Partnerships
Building strategic relationships with CPA firms, fractional CFO networks, M&A consultants, and deal marketplaces. Creating a comprehensive ecosystem that serves all stakeholders in business transactions.
Why This Sequence?
Brokers First: Professional brokers have the most sophisticated needs and the highest standards. By serving them first, we build a product that excels at complex scenarios. Their feedback ensures quality, and their endorsements create market credibility.
Owners Second: Once the platform is proven with professionals, we can confidently serve SMB owners who need simpler workflows and more guidance. The technology foundation built for brokers makes self-service reliable and accurate.
Why We Are Building Brokkie
Because Business Brokerage Deserves Modern Tools
Today's deal preparation is stuck in spreadsheets and manual labor. We believe brokers should focus on deals - not data entry.
The business brokerage profession plays a crucial role in the American economy. Every year, thousands of entrepreneurs sell their life's work to pursue retirement, new ventures, or different opportunities. These transactions represent not just financial outcomes but personal dreams, employee livelihoods, and community anchors changing hands.
Yet the tools available to brokers haven't kept pace with modern technology. While other industries have embraced automation, AI, and sophisticated software, business brokers still rely on manual spreadsheets, inconsistent methodologies, and time-consuming document creation. This isn't just inefficient - it limits who can afford brokerage services and how many deals brokers can handle.
"Every hour a broker spends on data entry is an hour not spent building relationships, marketing deals, or counseling clients. That's time we can't get back - and value that's lost forever."
Brokkie aims to:
Elevate the Profession
Bring business brokerage into the modern era with tools that match the sophistication of other advisory professions. Raise industry standards through consistency and best practices.
Speed Up Transactions
Reduce the time from listing to closing by eliminating preparation bottlenecks. Help deals move faster while maintaining quality and thoroughness at every stage.
Reduce Errors and Inconsistencies
Eliminate human error in financial analysis and valuation. Ensure every deal gets the same rigorous, defensible approach regardless of broker experience level or time pressure.
Make Valuations Accessible to Everyone
Democratize access to professional business valuations. Help more business owners understand their value and prepare effectively, whether they're ready to sell or planning years ahead.
We're not just building software - we're supporting an entire profession that helps entrepreneurs transition successfully. Our mission is to make every broker more productive, every valuation more accurate, and every business sale more successful.
Built by people who understand the business: Our founding team includes former M&A advisors, business brokers, and technology leaders who've experienced these pain points firsthand. We're building the tool we always wished we had.
Join Our Pilot Program
We are onboarding early brokers, advisors, and partners to shape the platform.
This is your opportunity to influence the future of business brokerage technology. Our pilot program offers exclusive benefits for early adopters who want to be part of building something transformative.
What You Get as a Pilot User
- Promo access during the pilot period
- Lifetime discount when we launch
- Direct line to our product team
- Influence feature development
- Priority support and training
- Recognition as a founding user
What We're Looking For
- Active business brokers or M&A advisors
- Willingness to provide detailed feedback
- 2+ deals per month minimum volume
- Open to testing new features
- Comfortable with technology adoption
- Desire to improve your practice
The Pilot Process
We'll work closely with you over 8-12 weeks to integrate Brokkie into your workflow. You'll get hands-on training, regular check-ins, and direct access to engineers when you have questions. Your feedback will directly shape product decisions and prioritization.
Week 1-2
Onboarding, training, and initial deal setup. Learn the platform and get comfortable with core features.
Week 3-8
Active usage on real deals. Weekly feedback sessions and feature requests. Iterative improvements based on your needs.
Week 9-12
Refinement and optimization. Advanced features and workflow customization. Transition to paid plan with special pricing.
Ready to Transform Your Practice?
Applications are reviewed on a rolling basis. Pilot slots are limited to ensure we can provide exceptional support to each participant.
Questions? Email us at hello@antautomations.com or schedule a 15-minute call to learn more.
