AI-powered analysts to help small M&A advisory teams scale operations without the costs and challenges that come with traditional headcount
Full control over market maps and owner / target lists with transparency and input over how they're built.
Call notes, CRM, files, and activity synced with mapping of buyer and seller intelligence.
Outreach and replies handled in your voice, calendar invites sent automatically, everything reviewed by a human to safeguard reputation.
Teasers and CIM sections drafted to IB standards.
Normalized statements, clear trends and add-backs.
Structured data room with clean naming and buyer-friendly checklists.
Focus time on buyers with the most strategic fit, budget, and appetite now.
Sequenced emails, follow-ups, and coordination managed for you.
NDAs, IOIs, LOIs and requests tracked end-to-end.
They get to work, ask when needed. You review. They learn your way.
Pre-trained on M&A workflows, your AI analyst kicks off tasks and pings you for decisions or guardrails.
Research, lists, briefs, materials, and trackers in your voice and formats.
Approve or redline: your feedback becomes training so the next pass matches your standards.
Recurring tasks execute independently with optional approvals.
Pre-trained on M&A workflows, your AI analyst kicks off tasks and pings you for decisions or guardrails.
Research, lists, briefs, materials, and trackers in your voice and formats.
Approve or redline: your feedback becomes training so the next pass matches your standards.
Recurring tasks execute independently with optional approvals.
"Before Analyst3, we were debating hiring a full-time analyst to scale outreach. Analyst3 became that hire. Our AI analyst booked 50 meetings in two months, helped us finally activate a dormant lead database, and saved us hundreds of hours of grunt work – without the overhead, training, or risk of adding staff. They really get the realities of running a brokerage."
See how M&A advisors are scaling their operations with AI analysts.
How a leading business brokerage scaled sourcing and outreach without adding headcount
Read full storyHow a lower-middle-market advisory firm used an AI analyst to secure a ~$350K fee opportunity in three weeks
Read full storyHow a small M&A firm created a market-ready CIM in 3 weeks with minimal partner time, allowing them to focus on other deal priorities
Read full story
How does Analyst3 actually work?What kind of impact can I expect on capacity?Is this replacing my own judgment?How is this different from hiring a junior or using an outsourced agency?Who is Analyst3 a good fit for?