DealSage Review: AI for M&A Deal Management

As AI tools continue to evolve, more companies are starting to tailor them for specific, high-value business functions. Today I’m reviewing DealSage.io, a platform built to help manage M&A deal pipelines using AI and CRM-like workflows.

The tool is geared toward private equity firms, investment banks, and acquisitive corporations, anyone juggling multiple transactions and due diligence processes. As a CFO who’s managed M&A processes using Excel, Outlook, and (too much or too little) memory, I was curious to see whether DealSage could streamline and help what is often a chaotic, fragmented process.

Full disclosure: DealSage gave me access to the platform and a few tokens to run sample deals for this review (this is not a paid review).

Founders & First Impressions

DealSage was founded by Harry Ratcliff, a former J.P. Morgan investment banker, and Ben Amor, a former Palantir executive, a combination that blends M&A domain expertise with data-driven software design.

The first impression is solid: a sleek, modern dashboard that looks like the kind of platform deal professionals have been waiting for. The interface feels purpose-built, not just a generic CRM retrofitted for M&A.

Feeding Deals into the System

The real action starts when you begin loading deals. You can input CIMs, web ads, and even emails. I tested it by uploading a few listings from BizBuySell, and the system parsed the data remarkably well — identifying key fields like revenue, EBITDA, and industry classification.

Then I moved on to something more challenging: a messy, three-page, 150-account QuickBooks P&L in PDF format (the kind every deal professional dreads). DealSage’s financial report extraction tool asks for a bit of context, then converts the PDF into structured data exportable to Excel. The system even flagged misclassified accounts, such as “other income” buried in operating expenses. While it doesn’t fix bad accounting automatically, it makes cleanup much faster and more reliable.

From Data to Deal Analysis

Once the numbers were in, DealSage guided me through the core stages of an M&A review:

It even includes prompts for missing due diligence items and modeling tools for EBITDA adjustments, debt financing, and seller notes. Different firms will have their own modeling flavors, but DealSage’s structure seems intuitive enough to adapt.

You can also define buyer profiles and preferences, which help the system generate opportunity scores. The more information I added, the more the AI contextualized the deal — culminating in a 3.5/5 score and this impressively nuanced AI-generated summary:

“Good Business Strength — The company’s exceptional customer diversification, deep institutional knowledge, and long-standing industry relationships provide resilience and operational stability, but profitability is weak with excessive reliance on owner-related and non-recurring adjustments, high inventory ties up capital, and urgent investment in digital commerce is needed to keep pace with industry trends.”

DealSage further provides risk assessments and alignment scores across operations, technology, and expansion potential.

What’s Missing

One feature I’d love to see is quick valuation modeling, such as a simple DCF or user-defined EBITDA multiple, even just a thumb-rule calculator. That would complete the analysis loop for users looking to get to indicative values faster.

The Bottom Line

Overall, I was impressed with DealSage. It’s clearly designed for a specific niche of professionals managing multiple active M&A deals and it delivers.

In essence, DealSage replaces the patchwork of Excel trackers, shared folders, and endless emails with a unified, intelligent workflow. For anyone dealing in serial acquisitions or investment pipelines, it’s worth a look.