Optionality empowers advisors to connect with business owners long before the sale. Deliver insights powered by real data, strengthen relationships through transparency, and be the trusted voice at the right moment.
Most advisors meet owners too late when the deal is urgent and value creation is lost. Optionality helps you engage earlier, when your expertise has the most impact.
Engage sooner
Engage with owners exploring a potential exit, sale or succession, in the coming years or months.
Deliver insights instantly
Generate AI-powered reports in minutes: valuations, comps, benchmarks, buyer maps and more.
Stay top of mind
Be the advisor they already trust when they’re ready to transact.
Powered by proprietary data. Trained for dealmakers.
Who uses Optionality
Designed for trusted advisors who believe in a structured, proactive exit planning journey where the business owner is at the center of every decision.
M&A Advisors
Wealth Advisors
Accountants
Private Equity
Family Offices
Search Funds
1M +
Database of buyers
100k +
Private company Transactions
180K +
Private companies benchmark
2 Minutes
Client-ready Pitchbook
Your AI co-pilot for exit planning and M&A
It analyzes your client’s company, benchmarks its value, and reveals their best options — like having a deal team powered by AI.
Built on Cohere, Gemini, and our proprietary Option-1™ model, it turns millions of data points into live valuations, buyer maps, value creation insights, and personalized exit roadmaps — helping you move faster and capture more value.
Be the first call when owners are ready to plan their exit
Book a demo to see how Optionality can help you originate deals earlier and close them faster.
