DealStratum is the business broker CRM built for acquisition searchers — every broker, lender, and advisor tagged, searchable, and tied to the deal they belong to.
Your network lives in five places — and none of them talk.
Brokers, lenders, advisors, and sellers in a single searchable list — built around how acquisition searchers actually work.
Every contact you reach through Broker Outreach lands here automatically — name, firm, role, and how you met. Add lenders and advisors yourself in seconds.
Mark each person Sell-side broker, SBA lender, QoE, attorney, or seller. Filter to exactly the kind of contact you need, the moment a deal calls for it.
Link a contact to the deal they touch. Open Atlas Pest and see the broker, the lender, and the QoE firm already attached — no rebuilding required.
Pull up a broker’s history before you dial — what they sent, what stage it reached, what you discussed. Brokers remember the buyer who’s organized.
Deal under LOI? Your SBA lender and QoE firm are one search away. The contacts that take weeks to find are already on file when the clock is running.
Every deal you work adds names. Six months in, your rolodex is a real edge — the relationships most searchers lose are the ones you’ve kept.
Most searchers run a deal with the same handful of people. The trouble is finding them when it matters. The rolodex keeps the whole bench on file, tagged, and tied to the deals they touched.
“I used to scroll my inbox to find which broker sent which deal. Now I open the deal and the broker, my lender, and the QoE firm are right there. It’s the first CRM that actually fits how a searcher works.”
The rolodex is the address book behind your whole search. Here’s the natural next step.
Turn a rolodex full of brokers into warm intros sent from your own inbox — tracked, personalized, and logged right back to each contact.
Explore Broker Outreach Next stepGood contacts go cold without a nudge. Fire timed follow-up sequences to anyone in your rolodex so a strong lead never slips through.
Explore Follow-upsYes. Most CRMs are built for sales teams chasing customers. DealStratum’s rolodex is a business broker CRM built for the buy side — the roles, tags, and deal links match how an acquisition searcher actually runs a process, from first broker call to close.
Absolutely. A contact can be a sell-side broker on one deal and a referral source on another. Stack as many tags as fit, and filter on any of them.
Link any contact to one or more deals in a click. From then on, opening that deal shows everyone attached — the broker, the lender, the QoE firm — and opening the contact shows every deal they’ve touched.
Yes. Anyone you contact through Broker Outreach is added to your rolodex with their firm and role pre-filled, so your address book builds itself as you work.
Start free. Tag your first brokers and lenders in minutes — and never lose a deal contact again.
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