AI for Business Brokering: Week 5 – Market Companies
Welcome to Week 5 of Tupelo’s 8-week series on how AI is reshaping business brokering. This week, we’re diving into how to bring a listing to market and find the right buyers.
Creating a compelling listing is crucial. Listings that are detailed, include high-quality images, and are written clearly tend to pull in more buyer interest. What used to take hours now takes seconds, thanks to AI-driven tools that automate the process.
Finding buyers is easier than ever with online marketplaces. But savvy brokers don’t just sit back and wait for inbound leads—they use tech to proactively search for buyers and create competition. Combining different strategies can build momentum and drive higher offers.
Goal: Highlight AI tools that help business brokers and M&A advisors bring a listing to market and attract buyers.
Here are nine tools you can use to create your marketing materials:
Listing Headline and Description
1. Tupelo
Tupelo is an all-in-one platform designed for business brokers. It streamlines everything from CRM to NDA automation, data rooms, email marketing, and AI-powered CIM creation. Its AI goes further, generating listing headlines and company descriptions that are optimized based on past listing performance. Essentially, it helps brokers create smarter, more targeted listings.
Pricing:
$100 per user/month for the first five users (minimum 2 users)
$50 per user per month for user six and beyond
Key features:
- Tupelo’s AI optimizes listing headline and description copy to target buyers
- Tupelo’s AI is secure and user’s information is not shared
Considerations:
- Tupelo’s AI is only accessable for CRM users
2. ChatGPT, Claude, Gemini ect
Tools like ChatGPT, Claude, and Gemini are large language models (”LLM”). They’re useful for generating professional copy—whether it’s listing descriptions, titles, or any public-facing company information. Just describe the tone and goal, and let the tool handle the rest.
Pro tip: Write a rough draft first, then prompt the LLM with the tone and objective. Starting with your own version often produces better results.
Pricing:
Free - $20 per user per month
Key features:
- Creates high quality text
Considerations:
- Some LLMs learn on the information you input into it
Email Blast
3. Tupelo
Tupelo is an all-in-one platform designed for business brokers. It streamlines everything from CRM to NDA automation, data rooms, email marketing, and AI-powered CIM creation. Its AI goes further, generating listing headlines and company descriptions that are optimized based on past listing performance. Essentially, it helps brokers create smarter, more targeted listings.
Pricing:
$100 per user/month for the first five users (minimum 2 users)
$50 per user per month for user six and beyond
Key features:
- Highly polished email templates
- Email templates attached to listings for buyers to easily inquire
- Simple interface
Considerations:
- Tupelo’s AI is only accessable for CRM users
4. MailChip
MailChimp is a leading marketing automation platform designed to help businesses create, manage, and optimize email campaigns. Its intuitive interface makes it easy to design personalized emails, segment audiences, and analyze performance with detailed reporting tools. With features like A/B testing, pre-built templates, and integrations with various apps, MailChimp empowers businesses to boost engagement and drive sales.
Pricing:
$13 per month for 500 contacts
Key features:
- Highly polished email templates
- User-friendly interface
Considerations:
- Is more expensive the more contacts you add e.g. $350/mo for 10,000 contacts
5. Brevo
Brevo is a versatile marketing platform that enables businesses to manage email campaigns, SMS marketing, and automation workflows from a single dashboard. It offers easy-to-use tools for designing personalized emails, segmenting contacts, and tracking campaign performance with advanced analytics. With features like marketing automation, transactional emails, and CRM integration, Brevo helps businesses streamline their communication efforts and boost customer engagement.
Pricing:
$9.00 per month for 5,000 emails
$15.25 per month for 10,000 emails
Key features:
- Highly polished email templates
- Drip campaigns
- Highly affordable
Considerations:
- Email templates and design features might not be at the same level as MailChimp
6. Mailer Lite
Mailer Lite is an email hosting solution that provides professional email capabilities for individuals and small businesses. It supports custom domain email addresses, making it easy to create branded, professional emails. With features like multi-device syncing, secure storage, and an intuitive webmail interface, Mailer Lite ensures seamless email communication.
Pricing:
$35 per month 5,000 emails
Key features:
- Build personalized workflows to automate email sequences
- Test different email variations to determine what resonates best with your audience
- Highly polished email templates
Considerations:
- Email templates and design features might not be at the same level as MailChimp
7. Constant Contact
Constant Contact is a powerful email marketing platform designed to help businesses create and send professional emails with ease. It offers customizable templates, drag-and-drop editing, and audience segmentation tools to craft targeted email campaigns that resonate with recipients. With advanced tracking features, users can monitor open rates, clicks, and other key metrics to optimize performance.
Pricing:
$12 + per month
Key features:
- Easy-to-use editing tools to design professional-looking emails without any coding skills
- Pre-built, mobile-optimized templates that can be tailored to match your brand
Considerations:
- Price increases with the more emails you add
- The brevity of email templates might be less than MailChimp
Finding buyers and private equity groups to market listings towards
8. LinkedIn Sales Navigator
LinkedIn Sales Navigator is a robust tool designed to help sales professionals find and engage with potential leads on LinkedIn. It offers advanced search filters, lead recommendations, and real-time insights to target the right prospects more effectively. With features like InMail messaging, CRM integration, and saved leads tracking, Sales Navigator helps users nurture relationships and build a stronger pipeline.
Pricing:
$99.99 per month
Key features:
- Powerful search capabilities that allow users to filter prospects based on specific criteria like industry, company size, location, and more
- AI-driven recommendations suggest relevant leads and decision-makers based on user preferences and activity
- Enables users to send direct messages to prospects outside their network, helping to initiate personalized outreach
Considerations:
- Learning curve associated with new software