Positioned for the Small to Medium Business Space. Not for PE or VC
Pre-revenue due diligence consultancy offering a fully developed brand, completed front-end
system, and structured backend CRM/report pipeline. Built for law firm, Business Brokers and
M&A firms, who work with small to medium sized businesses.
Includes a branded website, client intake framework, and GPT-ready report automation logic.
Key assets are 75% activated with the remaining integration (Webflow/Make.com) mapped but
paused. No revenue to date, but systems are designed for instant launch with proper activation.
Ideal for a strategic buyer looking to acquire infrastructure instead of building from scratch.
$25,000 Buys the platform - which includes Website, Brand, Proposal Templates, Client Portal
(75% complete), CRM Panel, Make.com integration (mapped, needs activation), Legal Entity
and EIN and Privacy and Legal Docs.
What You Are Acquiring
Fully Branded Front-End Platform (Complete)
? Professional Webflow website
? Structured client intake flow
? Service positioning for SMB transaction advisory
? Founder narrative + authority positioning
? Proposal templates
? Engagement framework
Frontend is production-ready.
Due Diligence Report Builders (Core Asset)
Custom-built report builder architecture designed for structured due diligence analysis.
Includes:
? Fully developed questionnaire frameworks covering operational, financial, compliance,
vendor, and risk categories
? Structured logic that converts client-submitted diligence data into formatted report
outputs
? Modular section architecture (allows scalability into industry verticals)
? GPT-ready prompt structure embedded into backend logic
? Source integration mapping (public records, corporate data sources, regulatory checks –
list prepared for API integration)
These report builders are designed so that:
1. Client submits diligence data
2. Data is entered into structured framework
3. System generates standardized, professional-grade due diligence report
AI + API integrations are mapped but not activated. Infrastructure is built for it.
Report logic and intellectual structure are complete.
CRM + Client Portal Framework (Structured and Mapped)
? Backend CRM panel architecture designed
? Client status tracking pipeline outlined
? Report stage tracking built
? Secure client portal structure (75–85% complete)
? Make.com automation flows mapped (activation pending)
? Payment routing structure prepared
This is not a blank CRM.
It is a structured transaction pipeline specifically designed for due diligence workflows.
System Completion Breakdown
? Brand + Website: 100%
? Intake & Proposal Framework: 100%
? Report Builder Architecture: ~90%
? CRM Workflow Logic: ~85%
? Automation Mapping (Make.com): Fully mapped, needs activation
? AI & External Data Integrations: Designed, not yet connected
Why Selling?
Founder is pursuing a different strategic direction and is offering a clean transfer to a buyer who
can activate and scale.