Frequently Asked Questions

DealPilot AI uses sale-planning inputs: sales, yearly take-home profit (called SDE — seller's discretionary earnings), industry context, and comparable transaction logic. It will not replace a final negotiated price, but it gives you a free private planning range before you spend money on outside help.

DealPilot is built as a standalone DIY seller workspace. If you later hire outside help, your valuation notes, readiness work, CIM-style materials, diligence files, and buyer pipeline history remain useful because they are organized around your business, not around a broker process.

Nothing goes public until you decide it does. Your valuation and CIM-style materials are generated privately inside your account. When you choose to share with a prospective buyer, DealPilot AI keeps NDA approval ahead of identifying information - a standard confidentiality workflow built directly into the platform.

A public listing site can be useful later, but it does not prepare the owner's valuation story, CIM-style materials, diligence files, buyer-process questions, or follow-up workflow by itself. DealPilot AI is paid software for building that private seller package first, then keeping confidential sharing organized when the owner chooses where and how to share the business.

Success fees can be expensive because they are tied to the sale price. DealPilot keeps the software path flat and visible: $0 for the initial planning range, then transparent flat fees for the documented planning report and seller launch kit, and a monthly deal room when you are actively managing buyers. See the pricing page for current pricing — launch pricing is available for early sellers.

You can start with a private planning range and the main assumptions shown. A stronger seller package takes more detail: financial context, business story, diligence gaps, and owner review. DealPilot helps generate the first draft and organize the workflow, while you control when anything is shared.

Rough annual sales and profit is enough to start — your bookkeeper or last tax return has more precise figures. For the full seller package (called a CIM), we'll also ask how the business runs day to day, who your customers are, who works for you, how the business has grown, and why you're selling. Start with rough numbers and refine them later.

DealPilot is owner-controlled. Buyers can review only opportunities that an owner chooses to share or publish, then use their profile and NDA workflow to keep the conversation organized. DealPilot does not promise buyer access, buyer sourcing, or live marketplace liquidity for every seller.

Before you can see anything that identifies a business, you request and sign an NDA (a non-disclosure agreement — a written promise to keep what you learn private). The owner reviews the request, controls approval, and decides which materials become visible after the NDA step. DealPilot keeps the request, signature status, and approved sharing workflow organized, but it does not promise a response time or automatic access to every document.

DealPilot AI displays seller-submitted financials as provided, clearly labeled as unaudited. For larger transactions, conduct your own financial due diligence. Buyers can request additional documents through the secure deal room, and the owner controls what is shared after reviewing the NDA step.

Owners who publish a listing say what kind of sale they're open to: selling the whole business, selling a majority share, or selling just the assets. Each listing shows the asking price and whether the owner is open to paying part of the price later based on results (called an earnout), lending the buyer part of the price themselves (seller financing), or a government-backed small business loan (an SBA loan). You can filter by deal type to narrow your search.

Only when the owner has approved the NDA step and opened the communication path for that opportunity. Messaging is organized inside the deal room so the buyer process stays documented, but DealPilot does not create buyer access, send outreach, or contact sellers automatically.

There is no buyer fee for the basic account workflow. Buyer access depends on an owner choosing to share or publish an opportunity, and the owner controls NDA approval, deal-room access, and messaging. Check our pricing page for current seller setup and subscription pricing.