If Goldman Sachs was built today, it wouldn't look like Goldman. It would look like OffDeal.

AI-native. Flat fee. No steak dinners or bloated org charts. Just faster, smarter outcomes for founders finally getting their exits right.

If Goldman Sachs got wiped clean and rebuilt from scratch today, it would look like OffDeal.

No legacy software. No broken comp structures. No bloated org charts.

Just one fully AI-driven pipeline from outreach to diligence, managed by humans who sell—not PowerPoint jockeys.

Most small biz sales never get an auction. No buyer competition. No pricing tension. Just millions left on the table. We fixed that. Every possible buyer identified. Outreach fully AI-connected. Result? Offers stack. And they fight for your deal.

Most banks bolt AI tools onto outdated workflows and call it innovation. OffDeal writes the software and runs the bank on top of it. Vertical integration isn’t a philosophy. It’s why we move faster, talk to buyers earlier, and get better exits.

What if Goldman Sachs was built in 2024, not 1869?

That’s the question we asked when we started OffDeal. The result: an AI-native investment bank rearchitected from scratch. Fully integrated software. A new org chart. Transparent pricing. Human-in-the-loop where it matters—and automation where it doesn't. 

We’re not retrofitting old workflows with point solutions. We rebuilt the stack to deliver better outcomes for smaller businesses that legacy banks consistently ignore.

The future of investment banking isn’t just digital. It’s built on aligned incentives, scalable systems, and data fluency from day one.

Goldman Sachs was built for the industrial age. OffDeal is built for the AI-native era.

Legacy banks rely on junior analysts to do busywork that hasn’t changed in decades. Updating footnotes. Fixing logos. Formatting page 79 of Appendix K.

We rebuilt the investment bank from scratch—software-first, AI-native, and human-in-the-loop where judgment matters. Our junior bankers? They're client-facing from day one, mastering sales and negotiation skills early, not formatting pitch decks in the dark.

This isn't about replacing analysts with automation. It's about elevating talent faster by letting AI handle the repetitive tasks, so humans can focus on building trust, solving real problems, and closing deals.

This is what investment banking looks like when you throw out a 100-year-old org chart and start over.

Selling a $5M business should generate competitive offers. Most don't. 80% of owners walk away without a real auction—and leave millions behind.

At OffDeal, we built a system that finds *every possible buyer*, not just the obvious ones. We look at overlap in product lines, customer bases, and even past PE activity. Then we get them to compete.

This is how you create real demand. And why we consistently get higher enterprise values for small business owners when it matters most.

A traditional investment bank licenses tools. We build them.

Most banks rely on a patchwork of disconnected software: an off-the-shelf CRM, a third-party AI point solution, and a whole lot of manual PowerPoint grinding. That stack slows everyone down and doesn’t talk to itself.

At OffDeal, we built vertically integrated software that matches the real-world complexity of dealmaking. Every piece—buyer matching, outreach, diligence, reporting—is connected. The result? A faster loop between engineering and deal teams, tighter coordination, and better outcomes for our clients.

We’re not here to optimize the workflow. We’re redesigning the system entirely.

And no, we won't license it. It only works because we built it for ourselves.

In the world of private equity, bidding wars are the gold standard. They drive price, maximize value, and ensure the seller walks away with the best possible deal. But for small business owners—especially those in the $1 to $10 million EBITDA range—these competitive processes are rarely on the table. Most don't even get a formal auction.

OffDeal flips that on its head. By using vertically integrated, AI-native infrastructure, built from scratch—not bolted-on tools—we identify every potential buyer across the market. Think PE firms, strategics, financial sponsors, and even international operators. We scan for overlaps in customers, verticals, prior investment theses—signals you'd miss without structured pattern recognition at scale.

The result isn't just speed. It's tension. It's leverage. It's real buyer competition where none existed. And that's how we generate price discovery, even for deals that would traditionally sit outside the competitive spotlight.

The reality is, the traditional investment banking model was never built to serve smaller deals. It was optimized for billion-dollar transactions, not businesses that built up steady cash flow in overlooked verticals. Our system doesn’t run on PDFs, interns, or cold lists. It's engineered to run thousands of matching cycles, email cadences, and interaction loops simultaneously—guided by analysts but scaled by code.

If you're thinking about selling your business and wondering if there's room to push the ceiling a little higher, there is. The ceiling is a function of process quality. And process quality is where OffDeal lives.

Every bank is racing to bolt AI onto their operations, but duct taping a dozen tools together isn't innovation—it's chaos. The real edge comes from vertical integration. At OffDeal, we aren’t adopting tech. We're engineering a new kind of transaction pipeline from scratch—one where every tool, data stream, and decision layer speaks the same language. Our software isn’t built to sell. It's built for speed, iteration, and competitive advantage—tailored directly to how we close deals better than anyone else.

While legacy banks juggle disconnected point solutions—a CRM here, a slide deck generator there—we built a fully integrated system that does more than automate. It amplifies the humans at the center of the deal process. That integration keeps us faster to market, more personalized in buyer outreach, and much more effective at generating real deal tension. And since the entire tech stack is built only to serve us, there's no compromise. There’s no lowest common denominator. It’s tuned for one user: OffDeal.

That’s why we have a 1:1 ratio of engineers to bankers. Not because it’s trendy, but because software is core to how we deliver better outcomes for founders. We don’t license it. We don’t sell it. We run on it. And most importantly: it runs on us.

OffDeal is not a repackaged bank with a digital skin. It’s a fundamentally different organism. One built from first principles around modern data workflows, incentive design, and AI-native infrastructure. While legacy institutions bolt AI onto decades of legacy tech and interlocking bureaucracy, we built every layer of our process around machine intelligence from day one. Our valuation edge doesn't come from prettier pitch decks; it comes from end-to-end systems that create richer buyer universes, fuel deeper competitive tension, and deliver materially better outcomes for owners. 

Most business owners in the $1M to $10M EBITDA range are dramatically underserved. Traditional investment banks aren’t incentivized or structured to serve them well. The result is that 80% of these businesses are sold without a true auction process. Millions lost on what’s often the defining financial decision of a founder’s life. We’re fixing that. We're running institutional-grade, AI-powered auctions for the mid-market. And the model works because we've ripped out the old model—org chart, comp structure, deal process—and rebuilt around software as the baseline, not the afterthought.

This isn’t about automating pitch decks. It’s about rethinking what an investment bank even is.

Forget 100 years of bloat. This is what investment banking looks like when you rebuild it from scratch with AI. No slide decks built by hand. No bloated fees. Just precision, speed, and alignment. The future of M&A doesn't come with steak dinners and paper pitch books. It comes with a clean workflow, AI-first systems, and real alignment with your outcomes.

Imagine Goldman Sachs rebuilt from scratch with AI in its DNA. Not just the tools — the entire workflow, the org chart, even how people get trained. OffDeal isn’t using AI to patch up the old system. It's a clean slate. Fully automated outreach. Custom buyer maps. AI-built materials. Humans only step in where it counts: trust, judgment, decisions. This is what the future of dealmaking looks like.

Most small business owners sell once in their lifetime. OffDeal makes sure they don’t leave money on the table. This clip breaks down how we create bidding wars for $5M, $10M businesses by identifying every serious buyer on the map. Competitive tension isn’t just for billion-dollar deals anymore.

OffDeal is flipping the equation. While traditional banks duct-tape together off-the-shelf software, we built our platform end to end. It’s the reason our tools talk to each other, our feedback loops are fast, and our teams move like product teams—not deal teams. Vertical integration isn’t just a tech flex. It’s the competitive edge that lets us close faster, smarter, and with more conviction.

If Goldman Sachs started today, it wouldn’t look anything like it does now. OffDeal is built from the ground up as an AI-native investment bank. That means everything from outreach to operations is AI-first, not just point solutions duct-taped together. The kicker? They’re not just building cooler software. They rethought the org chart, comp structure, and incentives too—because it’s not just about tech, it’s about better outcomes. Especially for businesses that normally get overlooked.

Most business owners have no idea how to run a real auction when they sell. OffDeal built AI to fix that. We don’t just find a few buyers, we identify every strategic match across the market and create real competition. That’s how you drive up valuation. Traditional banks? They miss that entirely.

Most small business owners leave money on the table when they sell. We fixed that. This clip dives into how OffDeal builds buyer lists others can’t touch, triggering real bidding wars. Watch how AI plus strategy gets you a higher price.

Most banks use scattered tools to fake tech. OffDeal built everything in-house for one reason: speed. When your software, buyer data, CRM, and deal flow are fully integrated? You move faster, see more, and win more. Everyone else is duct taping spreadsheets. We're building the Tesla Gigafactory of private markets.

Let’s say you're a business owner and you want to sell. The biggest moment of your life financially is about to happen—and most people just wing it. OffDeal shows how small and mid-sized biz owners are leaving millions on the table because they don’t run real auctions. This clip breaks down how AI levels the playing field by finding all the right buyers and creating real competition. That’s how they get you a better price for your business.

Start with the line where OffDeal is asked what being AI-driven actually means. The compelling hook is when he says the entire M&A workflow — from CRM to outreach to building materials — is AI native. Then move into the part where he explains the human is managing the AI, not doing the grunt work. End with that final beat: humans are still needed, but their role fundamentally shifts. This flips the narrative on AI replacing people and shows how it's transforming the kind of work people do.

Most small business owners get lowballed because no one’s creating competition for their exit. OffDeal flips that. We built AI that scans thousands of buyers to trigger bidding wars for businesses between $1M and $10M in cash flow. Traditional investment banks? They can’t even see half of these buyers. This is how you sell your business for what it's really worth.

Other banks duct tape point solutions together. OffDeal built everything in-house so the software actually flows. No broken handoffs. No hiccups. That’s why we move faster, get sharper insights, and actually close better deals. When your engineers sit next to your bankers, you stop building tools and start building advantage.