For advisors
Engage owners earlier. Build trust sooner. Win deals faster.
Optionality empowers advisors to connect with business owners long before the sale. Deliver insights powered by real data, strengthen relationships through transparency, and be the trusted voice at the right moment.
Be the trusted partner at every stage.
Engage with owners exploring a potential exit, sale or succession in the coming years or months.
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Generate AI-powered reports in minutes: valuations, comps, benchmarks, buyer maps and more.
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Be the advisor they already trust when they're ready to transact.
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Backed by leading investors and partners
Who uses it
Built for every kind of advisor.
Designed for trusted advisors who believe in a structured, proactive exit planning journey where the business owner is at the center of every decision.
- M&A Advisors
- Wealth Advisors
- Accountants
- Private Equity
- Family Offices
- Search Funds
AI co-pilot
Your AI co-pilot for exit planning and M&A
Optionality analyzes your client's company, benchmarks its value, and reveals their best options, like having a deal team powered by AI. Built on Cohere, Gemini, and our proprietary Option-1™ model, it turns millions of data points into live valuations, buyer maps, value creation insights, and personalized exit roadmaps, helping you move faster and capture more value.
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Buyers in our database
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Private company transactions
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Private companies benchmarked
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To generate a client-ready pitchbook
Get started
Be the first call when owners are ready to plan their exit.
Book a demo to see how Optionality helps you originate deals earlier and close them faster.