CandaceAI for Business Brokers
Run every Main Street deal in one compliant system
CandaceAI gives brokers, advisors, and firm leaders a single place to manage deal workflows, documents, permissions, and oversight so transactions move faster, carry less risk, and maintain clear supervision from first call to close.
Run stronger Main Street deals
Give every broker, advisor, and deal team a clear system that keeps work moving, reduces risk, and makes supervision and client communication much easier.
Have a single source of truth for every deal
CandaceAI pulls your contacts, documents, emails, tasks, and notes into one deal record so everyone sees the same status, history, and next steps.
Lower risk with built‑in supervision and audit trails
Use structured workflows, role based permissions, and automatic activity logs so you can show how every document, approval, and handoff was handled.
Close more deals with less coordination chaos
Standard templates, task lists, and clear buyer and seller views keep deals moving forward while cutting back on chasing updates in inboxes and spreadsheets.
Run small M&A deals the right way
Six core features built for brokers, advisors, and boutique M&A teams.
Deal-centric workflows
Move each transaction from intake to closing with clear stages, owners, and required steps.
Single system of record
Keep every document, email, decision, and note tied to the deal so nothing gets lost.
Role-based permissions
Control who sees what across agents, buyers, sellers, and lenders to protect sensitive information.
Built-in supervision
Give brokers of record live visibility into approvals, gaps, and risks across all active deals.
Audit-ready deal rooms
Share structured, permissioned data rooms with full history of uploads, edits, access, and comments.
Standardized deal templates
Use firm-approved IMs, checklists, and forms so every deal follows the same playbook.
Before Candace, we burned so much time toggling between spreadsheets, email threads, and data rooms just to push one deal forward. Now, our deal files, NDAs, valuations, and conversations all live in one place. My team actually gets to focus on helping clients, not chasing files.
Frequently Asked Questions
Who is CandaceAI actually for?
CandaceAI is built for business brokers and M&A advisors who run small business and lower middle market deals. If you work on listings, buyers, diligence, SBA or lender requests, or you supervise other agents, CandaceAI is for you.
How is CandaceAI different from my CRM and shared drive?
Your CRM and file storage help you store contacts and documents, but they do not run the deal. CandaceAI gives you one place for stages, tasks, documents, messages, and approvals so you can see the full story of each transaction in a single view.
Will CandaceAI slow my deals down or add extra steps?
No. You use simple, stage based workflows that match how you already work. The key steps, checks, and approvals are laid out for you, so you move faster with fewer surprises at the end of the deal.
Can I use CandaceAI if I'm a solo or independent advisor?
Yes. You can start with your own deals, standardize your templates, and keep clean records without hiring extra staff. If you grow into a team later, you already have the system and history in place.
How does CandaceAI help with compliance and supervision?
Every deal has clear roles, document history, and activity logs. You can show who did what and when, which versions went to buyers, and how you handled key steps. This makes it easier to protect your license and your firm if anyone asks questions later.
How do I get started with CandaceAI?
Reach out for a demo, and we'll walk you through a live deal inside CandaceAI. If it fits how you work, you can start with a small set of active deals and grow from there.
Run every deal in one place
Stop juggling CRMs, spreadsheets, and shared drives. Get a single system for compliant, audit-ready M&A so you close faster with less risk and less chaos.