The AI-native investment bank rebuilding sell-side M&A for small business - human advisors, machine speed.
OffDeal's logo mark, New York - the wordmark of a firm trying to give Main Street businesses the M&A firepower once reserved for the Fortune 500.
OffDeal represents owners of small and lower-middle-market companies when they sell - and it does the analyst work in software instead of with a floor of exhausted junior bankers.
For decades, the market had a gap you could drive a truck through. A business doing $20 million in revenue is too big for a broker and too small for a bulge-bracket bank. The owner - often someone who spent 25 years building an HVAC company, a clinic, or a manufacturer - gets a thin deal or none at all.
OffDeal was built to close that gap. Founded in 2023 by former Wall Street banker Ori Eldarov and former Meta and Google engineer Alston Lin, the company pairs in-house M&A advisors with proprietary AI that automates the grunt work: sourcing buyers, building models, drafting the pitch materials and transaction documents that normally eat an analyst's nights and weekends.
The result, the founders argue, is not a bank that replaces the banker but one that frees the banker to advise. The software handles the repeatable parts. The humans handle the parts that decide whether a founder's life work sells well or badly.
It started narrower - as an AI broker helping buyers source acquisitions - then pivoted into full-service sell-side advisory. By 2025, OffDeal had launched more than 30 sell-side transactions and raised roughly $17 million, most of it in a $12M Series A that set finance Twitter arguing about whether an "AI investment bank" could really work.
Same deal - different plumbing underneath.
WHERE OFFDEAL PLAYS · target client revenue band (illustrative)
Bands are approximate and illustrate positioning, not exact cutoffs.
Full representation for owners selling their business - human bankers backed by AI across the whole process.
Machine-learning identification and outreach to strategic buyers, private equity, and search funds most likely to pay a premium.
Automated drafting of pitch decks, CIMs, NDAs, and financial models - the analyst output, without the analyst grind.
AI-assisted valuation reports, comparables, and market mapping to price and position a company for sale.
Spent 7+ years in investment banking at RBC Capital Markets in New York and London, advising on more than $20 billion of deals. Harvard MBA. Now the dealmaker-in-chief for Main Street exits.
Software engineer previously at Meta and Google, and founder of Bizwise. Builds the AI that replaces the analyst floor so bankers can focus on clients.
"Our engineers built software to automate analyst work with AI, so our in-house bankers can focus on dealmaking - and delivering life-changing exits to their clients."
Team drawn from JPMorgan · Evercore · Barclays · RBC · Meta · Google · Two Sigma · Citadel
Owners of businesses with roughly $10-100M in revenue and $1-10M EBITDA - home services, healthcare, industrials, business services - who want a real exit.
Traditional lower-market boutiques, business brokers and marketplaces like BizBuySell and Axial, plus AI-in-finance peers such as Rogo.
Human advisors plus proprietary AI, a flat success fee with no retainer, and deep focus on a band the giants ignore.
Ori Eldarov and Alston Lin start OffDeal in New York, first as an AI broker for sourcing small-business acquisitions.
Joins YC's Winter 2024 batch, raises seed capital, and evolves into a full-service sell-side investment bank.
Advises on the sale of Rocky Mountain Heating and Cooling to Acrux Capital.
Raises a $12M Series A led by Radical Ventures (~$17M total) and reports 30+ sell-side deals launched.
It's an AI-native investment bank that represents owners of small and lower-middle-market businesses in selling their companies, pairing human M&A advisors with proprietary AI that automates analyst work.
Owners of businesses roughly in the $10-100M revenue range (about $1-10M EBITDA) who want to sell, across sectors like home services, healthcare, industrials, and business services.
It generally charges a flat success fee (around 5%) on a completed sale with no upfront retainer, so it's paid primarily when a client's business sells.
It was founded in 2023 by Ori Eldarov (CEO, a former Wall Street investment banker) and Alston Lin (CTO, a former Meta and Google engineer).
About $17M in total, including a $12M Series A led by Radical Ventures announced in 2025, with backing from Y Combinator and others.
Figures reflect public reporting as of mid-2025 and are approximate where noted. Sources: OffDeal, Y Combinator, Radical Ventures, Finextra, FINSMES, StartupHub.ai.