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DealStratum
The analyst you can’t afford to hire

Buy your first business
like a fund would.

DealStratum runs the grunt work of an acquisition search — reaching every broker, chasing replies, and screening each deal — so a first-time buyer operates with the leverage of a team that isn’t on payroll.

Start 14-day free trialSee how it works
Reach every brokerScreen deals in secondsRuns from your own inbox
DealStratum — your search, working
Off-market map
Dale R. · owner
dale@midwesthvac.com
Traced
Deal pipeline24 active
Reaching out12
Coastal Logistics
EBITDA $0.9M
Reviewing7
Offer3
Brightline Mfg.
EBITDA $2.1M
Midwest HVAC Co.
EBITDA $1.4M
AI deal screen
86
Worth a closer look
Recurring revenue · clean books
Plain read: ~70% recurring route contracts make this resilient. The risk is owner dependence — ask how transferable the top accounts are.
Outreach sent today37

Offer sent

Midwest HVAC Co. · direct mail on its way

Outreach sent today 38
Built for buyers, not salespeople1,000+ brokers in reachEvery reply sorted & trackedPlain-English deal screens

The hard part

A fund has analysts for this. You have nights and weekends.

Reaching brokers, one email at a time.

Hundreds are worth contacting. Writing each introduction by hand turns your search into a second full-time job.

A pipeline that lives in a spreadsheet.

A few deals in, it’s a tangle of tabs and stale notes — easy to lose track of who said what, and when.

No way to tell a good deal from a bad one.

A business lands in your inbox. Worth your time? Without a way to evaluate it, every deal is a guess.

How it works

Your search, run like a process — not a scramble.

DealStratum — your search, step by step
Set your buy boxStep 1 / 5
Your buy box
HVAC & trades
$1–3M EBITDA
Texas
We reach brokersStep 2 / 5
You

Personalized outreach, sent from your own email.

Follow-ups, handledStep 3 / 5
Day 1
Day 4
Day 9

Thoughtful follow-ups go out until brokers reply.

Replies sortedStep 4 / 5
Interested"Send me the CIM."Apex Mechanical · broker
Not now"Circle back in Q3."Lone Star M&A · broker
Has deal"Got one that fits."Gulf Coast Advisors · broker
Screen in secondsStep 5 / 5
0
Worth a closer look
Recurring revenue · clean books. Plain-English read on any deal.
AI deal screen
12345

What’s inside

Everything an acquisition search needs, in one workspace.

AI Deal Screening

A fast, plain-English read on any business before you spend hours on it.

> Is Atlas Pest worth pursuing at 4.2× EBITDA?

Short answer: yes, with one question. ~70% recurring route contracts — financeable. But the owner services the top 5 accounts. Confirm those transfer.

Fit 86 · added to Reviewing

Buy Box

Define exactly what you want to buy, so everything stays focused.

AI Broker Outreach

Warm, personalized intros sent to brokers from your email.

Deal Pipeline

Every opportunity and where it stands on a clear board — sourced, NDA, review, offer.

Contact Rolodex

Every broker, lender, and advisor in one searchable place.

Automatic Follow-ups

Well-timed follow-ups go out for you — good leads never slip.

Direct Mail

Reach off-market owners who never list — by physical letter.

The analyst, on call

Paste a deal. Get the read you’d pay an associate $120k for.

The screen reads the CIM the way a seasoned buyer would — what’s strong, what’s a flag, and the questions to ask before you waste a week of diligence.

“It told me to ask about owner dependence before I’d even noticed the org chart.”
deal-screen

> Is Atlas Pest Control worth pursuing at 4.2× EBITDA?

Short answer: yes, with one big question. ~70% of revenue is recurring route contracts — resilient and financeable. But the owner personally services the top 5 accounts. Before you go further, confirm those relationships transfer. If they do, 4.2× is fair to cheap.

Fit score 86 · added to Reviewing

Pricing

Pay less than a single analyst’s afternoon.

2 months free with annual billing. Cancel anytime.

Most popular

Pro

$199/mo

For full-time searchers running active, multi-thesis deal flow.

  • Everything in Base
  • 3 buy boxes
  • 3 connected mailboxes (higher send volume)
  • ~150 owner traces / month included
  • 10% bonus on trace credits
  • Priority support
Start 14-day free trial

Questions

Everything you might be wondering.

Do I need to be technical to use this?
Not at all. If you can use email and a spreadsheet, you can use DealStratum. We set up the hard parts for you, and everything is written in plain language — no jargon, no steep learning curve.
Will brokers know the outreach is automated?
No. Messages are personalized and sent from your own email address, so they read like a thoughtful note you wrote yourself. You can review and edit anything before it goes out.
What if I’ve never bought a business before?
You’re exactly who we built this for. DealStratum gives your search a clear structure and the analyst explains every deal in plain English, so you can move forward with confidence even on your first acquisition.
Is my data and email secure?
Yes. Your data is encrypted, and we connect to your email through secure, industry-standard authentication. We never sell your information, and you stay in control of every message that goes out.
How is this different from a spreadsheet or generic CRM?
A spreadsheet just stores notes. DealStratum does the work — it reaches out to brokers, follows up, sorts replies, and screens deals for you. It’s built specifically for buying a business, not adapted from sales software.
Can I cancel anytime?
Absolutely. There are no long-term contracts. You can upgrade, downgrade, or cancel whenever you like, right from your account settings.
Where do the off-market businesses come from?
DealStratum continuously surfaces owner-operated businesses that aren’t listed on the usual marketplaces — the kind of opportunities most buyers never see. You get a steady stream of fresh, sourced targets to reach out to, complete with the details you need to start a conversation.
How hard is it to connect my email?
It takes about two minutes. You connect your Gmail through a secure app password — we walk you through each step inside Settings, and from there your outreach and replies flow through your own inbox automatically.
What does the subscription cover, and what costs extra?
Your plan covers the CRM, the AI analyst, broker outreach, and ongoing off-market sourcing. A couple of usage-based features — deep contact lookups and physical direct-mail letters, which carry real postage costs — run on simple prepaid credits so you only pay for what you actually send.
What size businesses is this built for?
DealStratum is designed for first-time buyers and searchers targeting small to lower-middle-market businesses — typically owner-operated companies in the range a single buyer or small team can realistically acquire and run.
How quickly can I get started?
Today. Sign up, connect your email, and you can have your first targets sourced and your outreach going the same afternoon. There’s nothing to install and no setup call required.

Start your search with an unfair advantage.

Bring the discipline of a fund to the biggest decision of your career.

Get started