Deal room & sharing
Generating your business profile
How the buyer-facing profile is drafted, what's in it, how to regenerate it, and the PDF export.
The Deal Room is where your business record becomes a document a buyer can evaluate — a professional business profile (what brokers call a CIM), drafted by AI from your actual data.
Before you can generate
Your readiness score must be at least 30. Below that, there isn't enough substance for an honest profile — the dashboard's checklist shows exactly what to add.
Generating
Press Generate profile. The AI drafts nine sections from your record:
- Executive Summary
- Business Overview
- The Opportunity
- Customer Overview
- Financial Highlights
- Operations
- Team & People
- Equipment & Assets
- Reason for Sale
Everything is drawn from your documents and Business Data — financials come from your recorded years (one figure per year, reconciled), customers from your customer table, operations from your SOPs. The AI writes the narrative; it doesn't invent the facts.
Review it like a buyer will
Expand each section in the preview and read it. If a fact is wrong, fix the source — the record on Business Data — then press Regenerate profile. The profile always reflects your current record, so keeping the record right keeps the profile right.
PDF export
Press PDF to render the profile as a clean document, stored with your account and downloadable — for printing, emailing to your attorney, or handing across a table.