Sell-side M&A, rebuilt as software
Your life’s work deserves a real process.
Bankerly runs your entire sale — quality of earnings, projections, buyer outreach, and a secure data room — with the discipline of an investment bank, at software economics.
Free to start · your data stays encrypted · nothing goes to a buyer without your approval
banker-grade deliverables generated from your books — QoE to data room
typical all-in fee stack on small deals through traditional channels
institutional deliverables generated from your books, in days
owner in control — every buyer touch needs your approval
How it works
From your books to a closed deal, one linked process.
Onboard
A guided questionnaire and encrypted upload portal capture your business in an afternoon.
Analysis & valuation
Quality-of-earnings adjustments and a comps-driven valuation range, built from your actual books.
Materials built
Teaser, confidential presentation, and projection model — drafted from your numbers, edited by you.
Matched buyers
Scored against financial and strategic acquirers. You approve every single outreach.
Managed to close
Watermarked data room, managed Q&A, and a deal tracker from first look to signed papers.
What you get
Not mockups. The actual product, on a real demo company.
Every screenshot below is Bankerly running end-to-end on Hartland Precision, our fictional demo manufacturer — the same analysis, documents, and data room your deal gets.
The adjusted-EBITDA bridge a buyer's accountant will build — done first, on your side
Comparable transactions with sources, plus a cash-flow cross-check
Monthly three-statement model that recomputes and still ties
Per-viewer watermarks, expiring links, instant revoke
Built for a confidential process
Selling means trusting someone with everything. Here’s exactly how that trust is protected.
No marketing language on this subject — the security page describes the system as it is, including what we haven’t certified yet.
Read the full security postureEncrypted at rest
Every file sealed with per-file AES-256 keys. Nothing served from a raw path.
Watermarked rooms
Documents carry each viewer's identity. Links expire in minutes; access revokes instantly.
Append-only audit
Every view, download, and permission change recorded — with no delete path.
Least privilege
Default-deny access on every route, with strict isolation between companies.
The economics
The old fee stack was built for the old process.
On smaller deals, broker commissions, minimums, and add-ons commonly stack to 8–12% all-in — on the biggest transaction of your life. Bankerly does the analyst work as software, keeps you in control of every decision, and is built to cost a fraction of that.
Early access — aligned, success-based pricing, finalized with our first customers.
See the full owner walkthroughIllustrative: $8M sale
Ranges reflect commonly reported small-deal fee structures; every deal differs. Bankerly pricing is pending finalization and counsel review — no fee is charged today.
The questions first-time sellers ask
Is my information kept confidential?
Buyers see an anonymized teaser first and unlock detail only after signing an NDA. Every data-room document carries the viewer's identity.
What does the valuation number mean?
An educational estimate from comparable transactions and a cash-flow cross-check — a grounded starting point, never a promise of price.
What does the AI actually do?
The analyst work: analysis and drafts from your numbers. It never contacts a buyer without your approval, and sensitive questions route to you.
You built it once.
Sell it right.
Start with the questionnaire and see your valuation range — before you talk to a single buyer.