Platform for buying, selling, and investing in Main Street businesses with AI-native M&A advisory and capital solutions
Stage
Not given
Not given
Founded
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Based in
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US
Pricing model
Freemium
Freemium
Pricing
Free 7-day trial available; subscription plans offered with pricing details available on pricing page
Free basic platform access including AI valuations and debt broker guidance. Paid subscriptions and brokerage services available at scale. Catalyst Fund I: $10M target, $100,000 minimum investment, 8% target preferred return.
Key features
Account aggregation across 13,000+ financial institutions
Automated transaction categorization
Customizable budgeting
Net worth tracking and reporting
Recurring bill and subscription tracking
Investment portfolio monitoring
Financial goal setting and tracking
Partner collaboration and shared accounts
Customizable dashboard and reports
Multi-platform synchronization
AI-powered business valuation and analysis
Deal sourcing from 100+ marketplaces and 200M+ businesses database
Connection to 500+ lending partners
Full-service sell-side brokerage
12-month close guarantee for full-service clients
AI-native deal underwriting and sourcing
Capital structuring and SBA loan facilitation
Pipeline management and deal tracking tools
What makes it different
Combines tracking, budgeting, investing and planning in single unified app
No extra cost to collaborate with partner or financial advisor
Connects to more financial institutions than competitors
No ads and data never sold to advertisers
Specifically designed for couples and families
AI-native platform built first with AI infrastructure rather than adding it later
Combines AI tools with experienced M&A advisors who have completed real deals
All-in-one platform for sourcing, financing, and advisory in single ecosystem
Focus on Main Street and mid-market businesses overlooked by larger firms
Clearly Acquired