Our unique products will help you speed X10 time
AI CIM Generator
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Data & Room & E-sign
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Seller & Buyer Portals
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Products
Tailored AI Products for
every stage of the deal cycle.
01
AI-CIM Generation
Streamline your workflow with our CIM Automation. Say goodbye to manual processes and paperwork as we guide your clients smoothly through the onboarding process, ensuring a swift and hassle-free experience for M&A experts.
02
Deal Flow
Platform
A portal that provides M&A experts with a unified interface to find matching deals, analyze business data, and facilitate an end-to-end deal flow.
03
Buyer
Portal
Access a vast pool of potential buyers through your buyers' databases. Leverage detailed profiles and preferences.
04
Seller
Portal
Access a vast pool of potential sellers through your buyer database. Leverage detailed profiles and preferences.
05
NDA & Data-Room Automations
Easily manage NDAs and data room access with built-in automations. Automatically generate, send, and track NDA agreements, and instantly grant secure access to relevant data rooms once signed. Save time, reduce friction, and streamline due diligence with a seamless, secure workflow.
ABOUT
All about
Legacy AI
Legacy AI is an AI-powered M&A platform built for M&A experts who need to move fast, work smart, and deliver exceptional outcomes.
APPROACH
Always here when it matters.
We’re here to support you and the clients who count on you.
Real people, real results
"I am so fortunate to have found Legacy AI! I own a business brokerage firm that now has access to world-class vault and support services. The platform the Legacy AI team has built has helped me manage my deals better; I look like a much bigger company! Plus the support I receive from the Legacy AI team is excellent. I highly recommend this service to anyone looking to manage their deals."
Joe Cusack
Northern Arizona Business Brokers
"Working with Legacy has been a game-changer. Legacy offers a robust platform that simplifies M&A processes with an intuitive interface and secure data rooms. But what truly sets them apart is the team, you feel consistently supported throughout the entire journey."
Gloria Fernandez Ramos
i-Deal Consulting
"Legacy AI is a wonderful tool for business brokers looking to better manage their time and their listings. The team at Legacy AI offers a first-class customer service experience and is willing to listen to their customers and enhance the platform as is practical."
Shaawn Cannon
Dickson Commercial Group
"Legacy AI has completely transformed the way I manage my business relationships. It’s intuitive, customizable, and truly caters to my specific needs without unnecessary complexity. They have made it feel like my software is working for me, not the other way around."
Michael Schnur
Dirigo Business Group
Our core values
Speed
Legacy AI is always ready when you are. Access critical tools, data, and deal insights anytime, anywhere, no delays, no bottlenecks.
Efficiency
Close deals faster with powerful automations. Legacy AI cuts out the manual work so you can focus on strategy.
Trust
Legacy AI ensures secure collaboration, reliable data, and full transparency at every step.
TESTIMONIALS
What our clients are saying
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Leah Yurfset
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Roy Gold
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Nela Yliuay
