Close more deals.
Cut CIM production from weeks to hours.

MergerAI is the AI platform built for boutique investment banks and business brokers — from diligence request lists to AI-generated CIMs, in one SOC 2-compliant workspace.
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Integration Dashboard

Stop chasing clients for files

AI tracks every requested document and flags what's there and what's missing.

A data room that organizes itself

AI categorizes and sorts incoming files at your command — no manual filing.

AI-Recommended Integration Plans
Gantt View of Deliverables

Ask anything about the deal

Query financials, contracts, and competitive data in plain English.

CIMs in hours, not weeks

AI reads your diligence files and produces a polished CIM draft on demand.

Deliverable Management and Team Collaboration
AI Assistant

SOC 2 Compliant

Independently audited to ensure sensitive data is protected and confidential information remains private.

Ready to Transform Your M&A Process?

Discover how MergerAI can save your team time with AI-powered requests, file storage and analysis. Take the next step in achieving M&A success.