AcquilinkAcquilink

Acquilink · Software for business brokerages

Run your entire brokerage from one workspace.

Acquilink is purpose-built software for business brokers and M&A advisors. Prospect, list, market, and close — with your CRM, listings, NDAs, CIMs, data rooms, and client portals in one place.

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app.acquilink.com / transactions
Transactions
Pipeline
Active
—
Under Offer
—
In Diligence
—
Closed YTD
—
Engagement
Buyer
Stage
Value
Sample Engagement A
Buyer A
Diligence
—
Sample Engagement B
—
Offer
—
Sample Engagement C
Buyer B
Closing
—
Sample Engagement D
Confidential
Marketing
—
Illustrative interface · sample data

A connected way to work

Deal work belongs together.

Acquilink is the operating system for business brokerages — one connected workspace from first conversation through closing and beyond.

Without Acquilink

Work scattered across separate tools.

  • Contacts scattered across CRMs and spreadsheets.
  • Inquiries arriving by email and triaged by hand.
  • CIMs drafted from a blank page.
  • NDAs sent and chased manually.
  • Sellers and buyers updated by phone and email.
  • No single view of team pipeline.

With Acquilink

One workspace for the whole brokerage.

  • One canonical record per relationship.
  • Inquiries linked to listings automatically.
  • AI-assisted CIM drafts from your own listing data.
  • NDA e-signature automation that gates CIM and data-room access.
  • Sellers and buyers working in their own portals.
  • Pipeline, key dates, and team KPIs in one view.

The full brokerage lifecycle

From prospecting to post-closing records.

Four connected workflows, built around the work your team does every day.

Originate & qualify relationships

  • Unified CRM for leads, contacts, clients, and referrals
  • Lead assignment and CSV import/export
  • Prospecting and data enrichment
  • Appointment booking
  • Referral exchange with collaborators

Prepare & market engagements

  • Confidential listings
  • Seller intake questionnaires and meeting prep
  • Seller SDE and discretionary-expense recasting
  • AI-assisted CIM drafting with seller-interview transcript intelligence
  • Industry map and opportunity analysis

Qualify & manage buyers

  • Buyer acquisition profiles and criteria
  • Buyer financial capacity modeling and scenario planning
  • Broker inquiries on third-party listings with review reports
  • Inquiry and listing activity tracking

Collaborate & close confidentially

  • NDA e-signature automation gating CIMs and data rooms
  • Role-gated data rooms and document sharing
  • Seller, buyer, and collaborator portals
  • Transaction pipeline, key dates, and closing records
Explore all platform capabilities

Engagement preparation

Start your CIM with the work you’ve already done.

Draft with AI assistance from your own listing data and seller interviews. Review sourced facts, document SDE add-backs, and release the finished CIM through your NDA workflow.

Your judgment stays central: AI assists the draft; the broker reviews what goes to buyers.

Acquilink / CIM workspace

Sample Engagement A

AI-assisted draftBroker review required
  1. 01 Overview
  2. 02 Operations
  3. 03 Financials
  4. 04 Opportunity
Business overview

The business serves a recurring base of commercial clients. The owner oversees customer relationships and day-to-day operations.

Source: seller interview · 12:40

“Most of our work comes from repeat clients.”

Source linked for review
Illustrative interface · sample data

Client collaboration

Keep clients involved without another email chain.

Sellers, buyers, and collaborators have their own role-scoped portals for documents, dashboards, and action items. Keep intake, buyer acquisition criteria, and capacity scenarios connected to the engagement.

Acquilink / Seller portal

Your engagement

Sample Engagement A · Preparing for market

Review your intake profile

Action needed

Upload financial records

Action needed

Meeting with your broker

Oct 29 · 10:00 AM

Your broker · Broker A

Illustrative interface · sample data

Brokerage visibility

Run the firm, not the status meeting.

See pipeline by stage, engagements needing attention, key dates and deadlines, and team activity in one view.

Follow the KPI funnel from lead activity through offers to closings, broken out by agent and lead source. Agents see their own numbers; the principal broker sees the whole firm.

Today
Brokerage Overview
Active listings
—
Sample data
Under contract
—
Sample data
Sold (YTD)
—
Sample data
Requires attention
  • Offer expiring — Sample Engagement B2 days
  • Diligence checklist overdue — Sample Engagement AToday
  • NDA pending — Sample inquiry1 day
  • Closing call scheduled — Sample Engagement CThu 10:00
Pipeline value by stage
Marketing35%
Inquiry55%
Offer70%
Diligence60%
Closing40%
Illustrative interface · sample data

Confidential collaboration

Built for confidential work.

Role-based permissions by engagement and document.

Access logging on shared files.

Scoped portals so each participant sees only what’s relevant.

Timestamped, attributable activity history.

Acquilink / Data room

Engagement documents

Access scoped to this engagement
Financial records
Seller · Broker
Tax returns
Broker · Approved buyer
Contracts & leases
Broker · Legal advisor
Closing records
Broker · Client

Activity · Sample financial worksheet opened by Broker A

Illustrative interface · sample data

The Acquilink network

Extend your reach beyond your own roster.

Publish listings to your own website with embeddable feeds, and cooperate with other brokerages on the Acquilink network through multi-brokerage referrals and co-brokered deal tracking.

Your website

Embeddable listing feeds

Your partners

Multi-brokerage referrals

Your transactions

Co-broked deal tracking

Pricing

Simple, seat-based pricing.

Choose the plan that fits your team and the work ahead.

Save ~17% with annual billing · 2 months free

Starter

For small teams getting organized.

$41/mo

Up to 5 seats · billed yearly

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Everything needed to run deals:

  • Unified CRM
  • Listings and pipeline
  • Client workspaces
  • Appointment booking and intake questionnaires
  • NDA automation
  • Email support
Most popular

Professional

For brokerages scaling deal flow.

$124/mo

Up to 25 seats · billed yearly

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Everything in Starter, plus:

  • AI-assisted CIM drafting and buyer recap reports
  • Seller SDE recasting
  • Buyer capacity and acquisition planning
  • Email sequences and campaigns
  • Prospecting and enrichment
  • Collaborator portal and referral exchange
  • Priority support

Enterprise

For firms and networks.

$333/mo

Unlimited seats · billed yearly

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Everything in Professional, plus:

  • Multi-brokerage network and listing embeds
  • Industry map and opportunity analysis
  • Executive KPI funnel and brokerage analytics
  • Role-based access control and audit history
  • Dedicated account manager
  • Custom SLAs

14 days free · Cancel anytime

See how Acquilink fits your brokerage.

Book a 30-minute walkthrough with our team, or start a free trial and bring your first engagement onto the platform.

Start free trial Book a demo

14 days free · Cancel anytime