Generating your business profile

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 — then publish

A freshly generated profile is a draft: share links stay locked until you review and publish it. Expand each section and read it like a buyer will. If a fact is wrong, fix the source — the record on Business Data — then press Regenerate profile.

When you press publish, an automatic check verifies that every dollar figure and percentage in the narrative traces back to your actual records. Anything it can't trace is listed for you to verify by hand — you can fix the source and regenerate, or confirm the numbers yourself and publish anyway. Nothing AI-written reaches a buyer without your sign-off.

One more protection, on by design: the profile never names your employees — people are described by role and tenure only ("a shop foreman with 18 years"), because this document circulates before your crew knows the business is for sale.

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.