ReadyFile
Private Deal Room · AI Brief · Buyer Readiness · Scoped Sharing

AI deal rooms for small and mid-market deals.

Upload deal documents, generate an investor-ready brief, send it to selected buyers, lenders, or capital partners, and track who is serious — all in one private workspace.

Watch 5-minute demoView sample deal fileRequest beta access

Founding member pricing available during beta.

Built for business acquisitions, real estate investment deals, and capital partner workflows.

readyfile.app / deals / tampa-hvac
Deal Brief

Tampa HVAC Services Acquisition

Home ServicesHVACTampa Bay, FL AI Brief · Generated
Revenue
$1.6M
SDE
$285K
Asking
$875K
Buyer Readiness (aggregate)
Needs preparation
55
Score reflects deal-level completeness across evidence, financials, and buyer fit signals.
Missing evidence
  • Seller tax returns (last 3 years)Requested
  • Lease assignment termsRequested
  • Customer concentration breakdownRequested
The Problem

Small and mid-market deals still run on PDFs, spreadsheets, email, and follow-up calls.

Brokers and buyers waste weeks turning messy deal documents into usable analysis. ReadyFile does it in one AI-powered deal room.

Deal docs are messy

CIMs, tax returns, rent rolls, leases, broker notes, financials, and diligence files are scattered across folders and inboxes.

Buyer qualification is guesswork

You often do not know who is serious, who is ready, or who needs more evidence until momentum slows.

Sharing is manual or too exposed

Emailing PDFs is messy. Full data rooms can be overkill. ReadyFile helps users share only what matters.

Good deals stall

Momentum dies when nobody knows the missing document, the next question, or the next step.
3,500+
Documents analyzed
12
AI-powered features
$1M–$50M
Deal size focus
Deal Workflow

See a deal move through ReadyFile.

From first document upload to buyer, lender, or advisor packet — ReadyFile keeps the deal file structured and the next step clear.

  1. 01
    Upload documents

    Add deal files, broker notes, financials, rent rolls, leases, reports, or diligence documents.

  2. 02
    Generate AI Deal Brief

    ReadyFile creates a structured brief with key facts, risk flags, missing evidence, and questions.

  3. 03
    Send or list selectively

    Share privately with selected buyers, investors, lenders, or advisors — or use a controlled Deal Board.

  4. 04
    Buyer reviews the deal

    Recipients see the appropriate level of deal context based on their role and access.

  5. 05
    Private readiness analysis

    Buyers assess fit, capital gaps, blockers, and next actions without exposing private data by default.

  6. 06
    Share scoped packet

    Choose what to include, preview the packet, track views, and revoke access at any time.

Product

Everything a private deal needs before the next call.

AI Deal Briefs

AI reads deal documents and creates a professional brief with key facts, risks, missing evidence, funding considerations, and questions to resolve.

Buyer & Investor Readiness

Recipients can privately evaluate whether they are ready for a specific deal, including capital gaps, blockers, missing documents, and next actions.

Scoped Share Packets

Share only the sections you choose. Preview before sending. Track views. Revoke access anytime.

Controlled Deal Board

List opportunities, capital needs, acquisition targets, real estate deals, and partner searches without exposing sensitive details until both sides agree.
Built For

The people who actually move private deals.

Business Brokers & M&A Advisors
Stop emailing PDFs into the void.
  • Generate deal briefs faster
  • Send deals to selected buyers
  • Track opens, questions, and responses
  • Keep buyer financials private unless shared
  • See who is worth the next call
Learn more
Independent Sponsors
Look institutional before you have an institutional team.
  • Package deals professionally
  • Share with capital partners
  • Track investor interest
  • Organize diligence questions
  • Create cleaner partner packets
Learn more
Real Estate Brokers & Investors
Turn property deal files into lender-ready packets.
  • Summarize rent rolls, T12s, leases, and broker notes
  • Flag missing evidence and diligence questions
  • Share investor or lender packets
  • Compare opportunities
  • Track who reviewed the deal
Learn more
Buyers, Lenders & Advisors
Review the deal, evidence, and open questions before the first call.
  • Review AI deal summaries
  • Identify missing evidence
  • Assess buyer or borrower readiness
  • Request what matters next
  • Share or receive scoped packets
Learn more
Sample Outputs

See what ReadyFile creates.

View all sample outputs →

Every output should make the next conversation sharper — for brokers, buyers, sponsors, lenders, and advisors.

AI Deal Brief
Rev $1.6MSDE $285KAsk $875K3 risk flags3 missing docs
DEAL BRIEF

Tampa HVAC Services Acquisition

Executive summary, risk flags, financial snapshot, missing evidence.

Capital Readiness Memo
Score 747 dimensions3 gaps4 recommendations
READINESS

Sam Chen · Buy a Business

Overall readiness score, gap analysis, timeline to close.

Capital Partner Packet
Platform LOI3 add-onsSponsor track record
PACKET

Manufacturing Roll-Up · $2M Equity

Scoped disclosure, deal economics, sponsor background.

Multifamily Investment
8% cap rateT12 actualsValue-add plan
DEAL BRIEF

16-Unit · Tampa, FL

Rent roll summary, T12, lease audit, capital needs.

Your data stays yours until you share it.

ReadyFile is designed around controlled disclosure. Brokers do not see buyer financial data or private readiness analysis unless the buyer explicitly shares a scoped packet. Each packet is scoped, previewed, tracked, and revocable.

Role-based accessBuyer-controlled sharingExpiring packet linksView trackingPrivate by default
Share settings
Broker Packet · Meridian Holdings
Active
Deal Summary Included
Readiness CategoryOptional
Buyer Blockers Excluded
Missing Deal Documents Included
Capital Gap Excluded
Advisor Notes Included
Expires in7 days

ReadyFile combines what normally lives across five tools.

Deal professionals often use a CRM, data room, marketplace, spreadsheets, and email. ReadyFile brings the deal brief, readiness signal, controlled sharing, and buyer tracking into one workspace.

CapabilityReadyFileCRMData RoomMarketplaceSpreadsheet / Email
AI deal brief generation
Yes
Not built for this
Not built for this
Not built for this
Manual
Buyer readiness analysis
Yes
Not built for this
Not built for this
Not built for this
Manual
Scoped share packets
Yes
Not built for this
Partial
Not built for this
Manual
Broker-to-buyer tracking
Yes
Partial
Partial
Not built for this
Not built for this
Deal-specific missing evidence
Yes
Not built for this
Not built for this
Not built for this
Manual
Privacy wall
Yes
Not built for this
Partial
Not built for this
Not built for this
Controlled Deal Board
Yes
Not built for this
Not built for this
Partial
Not built for this
Business + real estate deal support
Yes
Partial
Partial
Partial
Manual
Advisor / lender packet workflow
Yes
Not built for this
Partial
Not built for this
Manual
Pricing

Start simple. Upgrade when the deal gets serious.

Founding customer pricing is available for early broker, advisor, sponsor, and real estate partners.

Buyers exploring deals
Free
$0
  • Limited deal previews
  • Basic AI summary
  • Respond to invites
  • View shared packets
Start free
Active buyers and searchers
Pro Buyer
$49/mo
  • Full deal brief access
  • Readiness-to-buy analysis
  • Share packets
  • Opportunity comparison
  • Downloadable reports
Start free
Brokers, advisors, sponsors, and real estate deal professionals
Deal Pro
$149/mo beta
  • Upload deal docs
  • AI deal briefs
  • Private deal sharing
  • Buyer/investor tracking
  • CSV contacts
  • 10 active deals
Start free
Higher-volume deal professionals
Deal Pro Plus
$299/mo beta
  • More active deals
  • More AI generations
  • Team access
  • Branded packets
  • Priority onboarding
Start free
View full plan comparison →

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Run your next deal through ReadyFile.

Upload the documents, generate the brief, send the deal, and see who is ready for the next conversation.

Watch demoView sample deal fileRequest beta access