Throughline Request pilot access

AI-native sell-side M&A · Lower middle market

From decision-to-sell to wire-funded.

Throughline is the operating system for sell-side advisors and the operator-led businesses they represent — the platform advisors wish they had. Six surfaces, one workflow, from the first conversation to the closing wire.

Selling in the next few years? Get your free Decision-to-Sell score →

Every external action is drafted by AI and confirmed by a human. No surprises.

The best operator-led businesses get the worst M&A experience.

4–6

deals a year is all a typical broker can carry

200+

hours of repetitive work per engagement

70%

of listings die quietly, never closing

9 mo

a seller waits for a buyer who often never materializes

The bottleneck isn't talent or capital. It's that the entire sell-side workflow still runs on Word, Excel, SharePoint, and one founder's inbox.

The platform

Seven surfaces. One throughline.

Every stage of a sell-side deal, connected — so the CIM, the data room, and the conversations never contradict each other.

01 · Lead magnet

Decision-to-Sell Studio

A three-question intake returns a Readiness Score, a range-of-value estimate, and a clear "what to fix before you list."

For owner-operators, 6–18 months pre-sale

02 · The document

CIM Forge

QuickBooks/Xero plus a 30-minute interview becomes a 25-page, operator-voice CIM — with traceable citations back to the source.

Advisor drafts → owner approves

03 · The buyers

Buyer Universe

Strategic, financial, and adjacent-operator pools, scored per deal. Outreach is drafted — and never sent without a tap.

For the advisor

04 · Diligence

Data Room Agent

Buyers ask; the agent answers from the documents, with citations and per-buyer permissions. Consistency is enforced, not hoped for.

Buyers read · advisor approves answers

05 · The cockpit

Deal Desk

Live deal stage, per-buyer propensity, comparable pricing, and an LOI tracker — the advisor's single pane of glass.

For the advisor

06 · The seller

Seller's Telegram

The founder gets pinged with the two or three things she actually has to decide each week. Nothing more.

For the selling founder

07 · Exposure engine

Amplify — autonomous deal marketing

The moment a mandate lands, Amplify finds where the buyers are and runs the outreach — LinkedIn, social, targeted — on a blind profile until an NDA is signed. Every send is human-approved. It replaces the heavy BD lift that decides whether a listing gets seen or quietly dies.

Channel intelligence Blind-profile marketing LinkedIn & social Buyer scraping Human-gated

How it works

AI drafts.
A human confirms. Always.

Every external action — outbound emails, Q&A responses, NDA dispatches — is drafted by AI and gated by a human tap. M&A trust is built on no-surprises. In Throughline the gate is structural, not bolted on.

1
AI drafts the work
CIM sections, buyer outreach, diligence answers — generated from the source.
2
The advisor reviews
Everything is traceable to its citation. Edit, approve, or hold.
3
Only then does it send
Nothing leaves the room without a human tap. By design.

Built for the people in the deal.

Sell-side advisors

Carry 3–4× more deals with the same team. Kill the 200 hours of repetitive work per engagement and stop watching listings die.

Operator-sellers

Know if you're ready, what you're worth, and what to fix — then go to market with a CIM in your own voice and a process that respects your time.

Investors & partners

A category-defining platform at the intersection of M&A advisory and AI — built on infrastructure already live with paying customers.

Why this team

Credibility, distribution, and the infrastructure — already in hand.

Author of Trust the Line

Thirty years of operator and private-equity perspective — categorical credibility with advisors and sellers alike.

Built The AI Blueprint

A distribution channel into the exact target customer — trades and services operators thinking about an exit in 12–36 months.

Built on Spawn

A multi-tenant AI platform already powering live customers. The infrastructure Throughline runs on isn't a roadmap — it exists.

A first deal in flight

A captive pilot is already running — real deal, real data, a zero-cost proof point before we ever charge a customer.

How it ships.

PHASE 0 · NOW

Captive pilot

CIM Forge + Buyer Universe, manually operated on a live deal. Real case study.

PHASE 1 · Q3 2026

Advisor pilots

Five sell-side advisors live on the platform. Decision-to-Sell lead magnet goes public.

PHASE 2 · Q4 2026

Open beta

Data Room Agent, Deal Desk, and Seller's Telegram join. 25–50 advisors.

PHASE 3 · 2027

Direct-to-seller

Throughline-as-a-service: half the broker fee, twice the close rate.

Trust the Line — The Entrepreneur's Guide to a Successful Exit, by Jason G. Welz

From the author of Trust the Line

The strategy in the book.
The system in the platform.

Throughline operationalizes the playbook in Trust the Line — three decades of exits, built into software. Read the book for the thinking, start with a free readiness score, and run the process on Throughline.

Join the advisor pilot.

We're onboarding a first handful of sell-side advisors as founding pilots. Tell us about your practice.

Apply for the founding pilot

Invite-only during the pilot · complimentary access · we review every application personally.