About bankerly
Most owners sell a company once. The process shouldn’t be a black box.
Bankerly runs a complete sell-side process — the deliverables and discipline of an investment bank — for the companies investment banks skip, at software economics.
The mission
Change the arithmetic of small-company M&A.
Most owners of private companies face a bad set of options when they decide to sell. The investment banks that run rigorous, competitive processes reserve them for the largest mandates — the economics of their model demand it. What remains is a patchwork: brokers with thin preparation, marketplaces that trade confidentiality for reach, and buyers who arrive far better prepared than the seller.
The result is predictable. The owner who spent thirty years building the business walks into the most important transaction of their life with the least leverage of anyone at the table.
Bankerly exists to change that arithmetic. Software makes the expensive parts of a banked process — quality of earnings analysis, projection modeling, institutional marketing materials, buyer research, managed diligence — dramatically cheaper to produce without lowering the standard. What was only economical on a $500M deal becomes available on a $5M one.
What we believe
Owner-first, spelled out.
The owner sees everything
Every number in every document traces to a source. Nothing goes to a buyer without your approval — not a teaser, not a data-room page, not an answer to a question.
Estimates are labeled estimates
We would rather show you an honest range than a flattering point estimate. Every valuation carries its methodology, and every legal draft is marked for attorney review.
Rigor shouldn't have a minimum deal size
Quality of earnings, a projection model, institutional materials, researched buyers — the standard of a banked process, made economical at $5M, not just $500M.
Confidentiality is structural
Anonymized first contact, NDA gates, per-viewer watermarks, an append-only audit log. Protection built into the system, not promised in a brochure.
The founder
Built by someone tired of watching owners get poorly served.
Pete [last name TBD]
Founder
Bankerly was founded by Pete [TBD-001 — last name pending founder bio approval], who started the company after watching owners of good businesses get poorly served at exactly the moment they most needed rigor. [TBD-002 — founder background and prior roles pending Pete’s input.]
Company facts
- Founded
- 2026 · early access
- Focus
- Complete sell-side processes for private companies of any size
- Product
- Quality of earnings, projection model, valuation range, teaser, CIP, buyer matching, NDA workflow, managed Q&A, virtual data room
- Contact
- hello@bankerly.ai · security reports: security@bankerly.ai
Contact
Talk to us early.
Whether you plan to sell next year or in five, the earlier the preparation starts, the better the outcome. Leave a work email and we will reach out with early-access details — confidentially.