The Complete CRM for M&A Advisors
Manage contacts, deals, and companies. Send eSignatures. Create CIMs with AI. Get daily briefings on high-priority items. Everything you need to run your practice.
M&A advisors deserve better tools
Generic CRMs don't understand deal flow. Spreadsheets can't send NDAs. You shouldn't need five different tools to manage your practice. Broker Vault brings everything together in one platform built specifically for M&A.
CRM, eSignatures, tasks, and AI tools in a single platform
Designed specifically for how M&A advisors work
Smart features that save hours on daily tasks
Everything You Need
A complete toolkit for managing your M&A advisory practice.
Contact Management
Keep all your buyer contacts, seller relationships, and deal participants organized in one place with full relationship history.
Company & Deal Records
Track every company and deal with comprehensive records. Link contacts to companies, and deals to all relevant parties.
Full eSignature Platform
Send NDAs, LOIs, and engagement letters for signature without leaving the platform. Track signing status in real-time.
Task Management
Stay on top of every deal with integrated tasks. Assign, track, and complete action items tied to specific deals and contacts.
AI-Powered CIM Creation
Generate professional Confidential Information Memorandums in minutes with AI assistance. Skip the tedious formatting.
AI Daily Briefing
Start every day focused on what matters. AI analyzes your deals and tasks to surface high-priority items that need attention.
AI That Works for You
Intelligent features that save hours every week.
AI-Powered CIM Creation
Input your deal information and let AI structure your Confidential Information Memorandum. Generate polished first drafts in minutes instead of days. Edit inline and export as PDF.
AI Daily Briefing
Every morning, get a summary of your highest-priority items. AI analyzes your deals, tasks, and upcoming deadlines to tell you exactly what needs attention today. Stay focused on what moves deals forward.
Built for M&A Professionals
Designed for how you actually work.
Ready to streamline your practice?
Stop juggling multiple tools. Manage your entire M&A practice from one platform built for the way you work.