For the deals investment banks won’t take
Your life’s work deserves a real process.
Bankerly does the work a sell-side banker would do on your deal — the due-diligence financials, the projections, the buyer list, the data room — for companies most banks won't take.
Free to start · your data stays encrypted · nothing goes to a buyer without your approval
banker-grade deliverables generated from your books: FDD 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
Financial due diligence 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. You see 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 right.
Sell it right.
Start with the questionnaire and see your valuation range, before you talk to a single buyer.