Terso AI
Industries
Commercial real estateMarketing agenciesInsurance agenciesSales teamsStaffing and recruitingAccounting firmsHome servicesBusiness brokers and M&AExecutive assistantsWealth management and RIAsNursing homes and senior carePrivate equityLaw firmsHealth careManufacturing acquisitionsDistressed and foreclosure real estateCommodity trading and logisticsFranchise and multi-locationCommercial mortgage brokers Another industry
Products
Command CenterOne screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.Deal EngineA sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.Front DeskEvery call, form, and message answered day and night, with the appointment booked.Document DeskPaperwork in, finished packets out, on deadline, with the trail intact.
Free AI audit How we do it Team
Business brokers and M&A

Be in the room when the owner decides to sell.

Mandates go to the adviser who was already in touch. We build the system that keeps sourcing owners against your criteria, holds every buyer and every pass reason on permanent record, and keeps the update cadence running for the whole life of a process.

See how we do it

Where the fee goes.

Timing

Owners decide on their own timeline

The adviser who has stayed in contact for two years gets the call. Everyone else hears about the deal after it is signed.

Follow-up

The seller inquiry goes quiet

A seller inquires, gets one call back, then goes silent for four months. In a success-fee business, that is the fee.

Buyer list

The list lives in heads and old emails

Who is acquisitive, at what size, in which sectors, and what they passed on before. Every new mandate rebuilds it by hand.

Paperwork

Every process generates the same documents

Teasers, NDAs, data-room requests, and buyer updates all need drafting, tracking, and chasing, on deadline, across every live deal.

What we build for the desk.

Sourcing that never stops

Owners and targets that fit your mandate get found continuously, with verified contacts, so you are already known when they decide.

A deal-flow brain

Every buyer, every mandate, and every pass reason on permanent record. A new listing matches against years of your own history in minutes.

Teaser and NDA workflow

Documents get drafted, sent, tracked, and chased through controlled channels, with a person approving what matters.

Buyer updates on schedule

Every live process keeps its update cadence for its whole length, so nobody drifts because the week got busy.

Build anything

We build whatever your operation needs.

Every system on this site started as one sentence from an operator describing the part of the job that eats the week. Write yours in the box below. Jake reads it himself and replies within one business day with what it would take to build.

Describe it in your words.

Plain language is enough. The more detail in the box, the more specific the reply.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

The systems

What we would run in a business brokers and M&A operation.

Deep Brain

Everything the company knows, held in one private place the whole team can ask in plain language.

For a brokerage that means every buyer, every stated mandate, and every pass reason held permanently, so a new listing is matched against years of the firm's own history, searchable by anyone on the desk.

Deal Engine

A sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.

Owner and target sourcing runs against your criteria without stopping, seller inquiries get worked to an answer, and the buyer update cadence holds for the whole length of a process.

Document Desk

Paperwork in, finished packets out, on deadline, with the trail intact.

Teasers, NDAs, and data-room requests get drafted, sent, tracked, and chased across every live deal, with an adviser approving anything that leaves the desk.

Three desks, three different jobs.

The machinery is the same. What it sources, what it remembers, and what it chases changes with the desk.

Business brokerage

The problem
  • Main-street and lower-middle-market listings turn on being the adviser the owner already knows.
  • Seller inquiries arrive, get one callback, and go quiet.
What we build
  • Continuous owner sourcing against your size and sector criteria, light-touch contact that keeps running for years, and a follow-up sequence on every seller inquiry until there is an answer.

M&A advisory

The problem
  • A sell-side process runs for months across dozens of buyers, and attention drifts to the newest mandate while an interested buyer goes cold in week nine.
What we build
  • A buyer list that remembers every mandate, every pass reason, and every stated appetite, plus teaser and NDA workflow and a buyer update cadence that runs for the whole process.

Search funds and small acquirers

The problem
  • One searcher covers a whole thesis alone.
  • Sourcing, outreach, screening, and diligence all compete for the same hours, and most targets never get screened.
What we build
  • Target sourcing against your thesis with the entity behind each business resolved to a real owner, scored with the source cited, and outreach drafted for you to send.
Get started

Interested in making your business brokerage or M&A firm AI-native?

First name, last name, and a work email is all it takes. Jake reads every one of these himself and replies within one business day with what to automate first.

Send the details

First name, last name, and a work email. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Before you call

Three things you can check on us.

Risk

Seven-day money-back guarantee

Ask for your money back inside the first seven days of the build and you get it. After day seven the standard terms in your agreement resume.

Team

Engineering from Fortune 500 companies

The team includes former Fortune 500 developers, with prior experience at Microsoft, Morgan Stanley, NASA, T. Rowe Price, Perplexity, and Cognizant, and is drawn from Dartmouth, Brown, and Case Western Reserve. Read the roster.

Proof

We run Terso on the systems we sell

Our sales, research, and operations run on Deal Engine, Deep Brain, and Command Center every day. Ask on the call and we will show you ours running.

Where to start

See what this costs you before committing to anything.

Send the details of your business brokers and M&A operation and the reply comes back with the hours and the revenue currently going to the problems above, and which one to solve first.

  • A reply within one business day, written by Jake
  • The first build named, with the return it targets
  • No obligation to go further

Send the details

Name, email, and company. Jake reads these himself and replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Where it starts.

It starts with a free discovery call, then an audit that maps where the hours and the leads are going. The build starts with the highest-value piece, and we host, monitor, and keep improving the system from there.

Read how we work

Deal EngineA sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.Commercial real estateDeals scored against your own buy-box, with the source cited.

Common questions.

Does this replace our CRM or deal-tracking spreadsheet?

It can, or it can sit on top of what you run. Most firms keep their system of record and let the brain read across it, because the value sits in the memory and the follow-up.

How do you handle confidentiality?

Access is per-person and per-role, documents move behind login, and every action is logged. Nothing about a live mandate travels in a forwardable file.

Can it work an off-market list where the owner is an LLC?

Yes. We resolve the entity behind a target to a real person with a verified contact, then rank by how likely that owner is to transact.

Stop rebuilding the buyer list by hand.

A free consultation walks through your mandate flow and shows what a deal-flow brain would change first.

Or send the details and we come to you.

Send the details instead

Name, email, and company. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.