For the deals investment banks won’t take

Your life’s work deserves a real process.

Bankerly does the work a sell-side banker would do on your deal — the due-diligence financials, the projections, the buyer list, the data room — for companies most banks won't take.

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See a free range in a minute, no account needed

Free to start · your data stays encrypted · nothing goes to a buyer without your approval

documents drafted from your books, from the FDD report to the teaser and the confidential presentation

8–12%

typical all-in fee stack on small deals through traditional channels

1,500+

sourced transactions behind the valuation ranges, each with a source link

owner in control: every buyer touch needs your approval

Deal data

What companies in your industry sell for

Median EV/EBITDA for lower-middle-market deals, from 1,500+ sourced transactions, data as of October 2026. Pick your industry to run the free estimate with it.

Full table, quartiles and sample sizes

Range is the 25th to 75th percentile of trailing EV/EBITDA, targets at or below $25M of EBITDA. Disclosed deals skew larger than most owner-run companies; an estimate is educational, not an appraisal.

How it works

From your books to a closed deal, one linked process.

Onboard

A guided questionnaire and an encrypted upload portal capture your business. Skip any question you do not know; your answers save as you go.

Analysis & valuation

Financial due diligence adjustments and a comps-driven valuation range, built from your actual books.

Materials built

Teaser, confidential presentation, and projection model, drafted from your numbers, edited by you.

Matched buyers

Scored against financial and strategic acquirers. You approve every single outreach.

Managed to close

Watermarked data room, managed Q&A, and a deal tracker from first look to signed papers.

What you get

Not mockups. The actual product, on a real demo company.

Every screenshot below is Bankerly running end-to-end on Hartland Precision, our fictional demo manufacturer. You see the same analysis, documents, and data room your deal gets.

Financial Due Diligence — The adjusted-EBITDA bridge a buyer's accountant will build, done first, on your side — Financial Due Diligence

Valuation range — Comparable transactions with sources, plus a cash-flow cross-check — Valuation range

Projection model — Monthly three-statement model that recomputes and still ties — Projection model

Data room — Per-viewer watermarks, expiring links, instant revoke — Data room

Built for a confidential process

Selling means trusting someone with everything. Here’s exactly how that trust is protected.

No marketing language on this subject. The security page describes the system as it is, including what we haven’t certified yet.

Read the full security posture

Encrypted at rest

Every file sealed with per-file AES-256 keys. Nothing served from a raw path.

Watermarked rooms

Documents carry each viewer's identity. Links expire in minutes; access revokes instantly.

Append-only audit

Every view, download, and permission change recorded, with no delete path.

Least privilege

Default-deny access on every route, with strict isolation between companies.

The economics

The old fee stack was built for the old process.

On smaller deals, broker commissions, minimums, and add-ons commonly stack to 8–12% all-in, on the biggest transaction of your life. Bankerly does the analyst work as software, keeps you in control of every decision, and is built to cost a fraction of that.

Early access: aligned, success-based pricing, finalized with our first customers.

See the full owner walkthrough

Illustrative: $8M sale

Traditional fee stack (8–12% all-in)$640k–960k

Bankerly, built to costa fraction

Ranges reflect commonly reported small-deal fee structures; every deal differs. Bankerly pricing is pending finalization and counsel review. No fee is charged today.

The questions first-time sellers ask

Is my information kept confidential?

Buyers see an anonymized teaser first and unlock detail only after signing an NDA. Every data-room document carries the viewer's identity.

What does the valuation number mean?

An educational estimate from comparable transactions and a cash-flow cross-check: a grounded starting point, never a promise of price.

What does the AI actually do?

The analyst work: analysis and drafts from your numbers. It never contacts a buyer without your approval, and sensitive questions route to you.

All questions, answered plainly

You built it right.
Sell it right.

Answer the questionnaire and upload your P&L, and your valuation range is built from your actual numbers, before you talk to a single buyer.

Get started See how it works

Questions first? Read the FAQ. No signup needed.