Deal Room
Rehearse your sale privately, or invite a buyer into a room you control. Try an AI-generated negotiation example below; the full Deal Room in the app works from your own saved valuation.
Free example
Watch an AI buyer and AI seller debate an RIA’s estimated value, then receive an example brief. This is a simulation, not a shared room with a real buyer.
Public SEC filings come from advmcp.ai; revenue and profit are median-filled estimates. Saved memos, buyer invites and comment threads are full-app features.
Three free runs a day. Firm names are matched against SEC filings on advmcp.ai.
Full Deal Room · in the app
Your own saved valuation, your own financials, and a choice of two modes.
Sell-side prep private to you
Memo · Sequoia Wealth
Buyer opens at the low end of your range…
Your answer: retention and recurring revenue…
Terms: earn-out, handover, non-compete…
Visible only to you · saved per valuation
A negotiation rehearsal for the owner preparing to sell: expect the buyer to press on earnings, evidence and transfer risk — then defend your asking position.
Runs on any saved valuation
Every figure is copied from that one run — never mixed across runs.
The skeptical buyer's case
The arguments a buyer will use to push the price down.
Your best answers
Each argument paired with a defense from your own figures and quality factors.
Terms each side will push
Earn-out, retention, handover, non-compete — in words, plus a prep checklist.
Fact-checked by Jev
Lines stating a number are removed; unsupported arguments are dropped.
Memo history
Earlier memos stay browsable; nothing is overwritten or shared.
Branded PDF export
One-click download, marked "Private · Seller only".
This is educational preparation, not an appraisal, fairness opinion, or legal or tax advice.
Shared room invite a buyer
Shared room · Sequoia Wealth
Agenda: price range · client retention · handover…
Buyer: "How steady is the client base?"
Seller: "Most revenue is recurring — see the shared range."
Buyer sees only the figures you tick · your prep stays private
Open a room from a saved valuation and bring the buyer in as a guest. They see only what you choose, always as a range with coverage.
Invite only
A link that works for one email address — revocable any time.
Share specific figures
Tick what the buyer sees. The range and coverage are always shared.
AI-assisted agenda
A neutral agenda written from the shared figures only.
Jev checks every comment
Flags a figure that isn't in the room before it posts.
Private seller coach
Match buyer comments to answers in your private prep memo.
Threaded discussion
A thread per agenda item, plus a general thread.
Nothing you kept private is ever shown. The shared room gets no memo, artifact, or PDF.
Deal room prepNew · Artifact
A surface, not an attachment — it renders natively inside the assistant you're working in. Produced by the Deal room rehearsal skill: a private brief for each buyer conversation.
Where it lives
Claude
An artifact in the side panel, reopenable from the conversation.
ChatGPT
A canvas beside the thread — a page, not a wall of text.
Cursor / Codex
The page lands in your editor, alongside the rest of the work.
Any other assistant you connect over MCP
If the surface can render a page, the brief is delivered that way.
When you get it
Offered only after a rehearsal memo — never for a shared room.
Deal Room Prep Artifact
header
spread
arguments
terms
checklist
footer
| Each buyer argument | ||
|---|---|---|
| What the buyer will argue | Figure it leans on | Your prepared answer |
Schematic only — placeholder bars stand in for the figures the run returned.
The same contract covers every artifact this app produces — see all ten.
The rules both modes follow
- The AI writes arguments, never numbers — every figure comes from the engine or a public filing.
- Figures are shown as a range with data coverage.
- Demo firm data via advmcp.ai; revenue and profit are median-filled and labelled as estimates.
- An educational rehearsal, not an appraisal, fairness opinion, or legal or tax advice.
Ready to work on your own sale?
The deal room runs on your own saved valuation — real figures, quality factors, and every method's formula. Keep private memos, or invite a buyer to a shared room.
Get the full Deal RoomCreate an account or sign in to continue.