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- AI for Business Brokering // Volume 4: PREPARE MARKETING MATERIALS
AI for Business Brokering // Volume 4: PREPARE MARKETING MATERIALS
An 8-Week Series brought to you by Tupelo
George Wellmer
September 11, 2024
gaining a competitive edge through broker ai tools
AI for Business Brokering: Week 4 – PREPARE MARKETING MATERIAL
Welcome to Week 4 of Tupelo's 8-week series on how AI is transforming business brokering. This week focuses on preparing marketing material, a process that often feels time-consuming.
Goal: Highlight AI tools that help business brokers and M&A advisors create CIMs and CBRs quickly and efficiently.
Creating a Confidential Information Memorandum (CIM) or a Confidential Business Review (CBR) is essential but tedious. These documents go beyond the basic public listing, requiring careful attention to detail. Most brokers don’t specialize in document design, and outsourcing can be costly.
AI offers a faster, more efficient way. Instead of hours or expensive outsourcing, these tools create professional documents in seconds, allowing brokers to focus on higher-value tasks and save money.
Check out these five tools that you can use to prepare marketing materials:
 | Tupelo is a holistic software solution for business brokers, offering features like CRM, NDA automation, data rooms, email marketing, and an AI-powered CIM builder. Its AI generates polished CIMs in seconds by integrating into an advisor’s workflow, using broker notes or seller questionnaires as inputs. The output is fully editable, allowing for custom tweaks as needed. Tupelo’s AI also will spread your financial statements for you! Don’t spend time copying data from tax returns - Tupelo can do it… CLICK HERE TO READ MORE & TO WATCH TUPELO’s AI CIM VIDEO TUTORIAL |
 | XCap is an AI research assistant tailored for finance professionals. It automates tedious tasks like company data crawling and financial modeling, allowing you to focus on the high-level strategy. The AI-enhanced models and acquisition recommendations help you expand your search beyond the obvious targets. With XCap, you can create detailed CIMs in hours… CLICK HERE TO READ MORE |
 | Plus AI is a tool that improves your slide creation in PowerPoint and Google Slides. Its Text-to-Presentation feature converts text into professional slides. It also transforms PDFs and Word documents into slides. Plus AI integrates smoothly, helping you create individual slides or entire decks while keeping a consistent look across your team... CLICK HERE TO READ MORE |
 | Scrybe is an AI tool built for creating CIMs. It simplifies drafting by using AI to generate content that presents a company’s operations, financials, and growth prospects. This focus on CIMs makes Scrybe different from general writing tools. It meets the needs of mergers and acquisitions professionals by helping them create compelling investment narratives… CLICK HERE TO READ MORE |
 | DealBuilder provides a deal management platform with a marketplace for business transactions. Brokers can use it to create CIMs and list businesses for sale. It’s designed to handle back-office tasks, like data entry and marketing material creation. The DealBuilder team is comprised of business brokers who understand the space intimately… CLICK HERE TO READ MORE |
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