Throughline Request pilot access

AI-native sell-side M&A · Lower middle market

From decision-to-sell to wire-funded.

Throughline is the operating system for sell-side advisors and the operator-led businesses they represent — the platform advisors wish they had. Six surfaces, one workflow, from the first conversation to the closing wire.

Selling in the next few years? Get your free Decision-to-Sell score →

Every external action is drafted by AI and confirmed by a human. No surprises.

The best operator-led businesses get the worst M&A experience.

4–6

deals a year is all a typical broker can carry

200+

hours of repetitive work per engagement

70%

of listings die quietly, never closing

9 mo

a seller waits for a buyer who often never materializes

The bottleneck isn't talent or capital. It's that the entire sell-side workflow still runs on Word, Excel, SharePoint, and one founder's inbox.

The platform

Seven surfaces. One throughline.

Every stage of a sell-side deal, connected — so the CIM, the data room, and the conversations never contradict each other.

01 · Lead magnet

Decision-to-Sell Studio

A three-question intake returns a Readiness Score, a range-of-value estimate, and a clear "what to fix before you list."

For owner-operators, 6–18 months pre-sale

02 · The document

CIM Forge

QuickBooks/Xero plus a 30-minute interview becomes a 25-page, operator-voice CIM — with traceable citations back to the source.

Advisor drafts → owner approves

03 · The buyers

Buyer Universe

Strategic, financial, and adjacent-operator pools, scored per deal. Outreach is drafted — and never sent without a tap.

For the advisor

04 · Diligence

Data Room Agent

Buyers ask; the agent answers from the documents, with citations and per-buyer permissions. Consistency is enforced, not hoped for.

Buyers read · advisor approves answers

05 · The cockpit

Deal Desk

Live deal stage, per-buyer propensity, comparable pricing, and an LOI tracker — the advisor's single pane of glass.

For the advisor

06 · The seller

Seller's Telegram

The founder gets pinged with the two or three things she actually has to decide each week. Nothing more.

For the selling founder

07 · Exposure engine

Amplify — autonomous deal marketing

The moment a mandate lands, Amplify finds where the buyers are and runs the outreach — LinkedIn, social, targeted — on a blind profile until an NDA is signed. Every send is human-approved. It replaces the heavy BD lift that decides whether a listing gets seen or quietly dies.

Channel intelligence Blind-profile marketing LinkedIn & social Buyer scraping Human-gated

How it works

AI drafts.
A human confirms. Always.

Every external action — outbound emails, Q&A responses, NDA dispatches — is drafted by AI and gated by a human tap. M&A trust is built on no-surprises. In Throughline the gate is structural, not bolted on.

1
AI drafts the work
CIM sections, buyer outreach, diligence answers — generated from the source.
2
The advisor reviews
Everything is traceable to its citation. Edit, approve, or hold.
3
Only then does it send
Nothing leaves the room without a human tap. By design.

Built for the people in the deal.

Sell-side advisors

Carry 3–4× more deals with the same team. Kill the 200 hours of repetitive work per engagement and stop watching listings die.

Operator-sellers

Know if you're ready, what you're worth, and what to fix — then go to market with a CIM in your own voice and a process that respects your time.

Investors & partners

A category-defining platform at the intersection of M&A advisory and AI — built on infrastructure already live with paying customers.

Why this team

Credibility, distribution, and the infrastructure — already in hand.

Author of Trust the Line

Thirty years of operator and private-equity perspective — categorical credibility with advisors and sellers alike.

Built The AI Blueprint

A distribution channel into the exact target customer — trades and services operators thinking about an exit in 12–36 months.

Built on Spawn

A multi-tenant AI platform already powering live customers. The infrastructure Throughline runs on isn't a roadmap — it exists.

A first deal in flight

A captive pilot is already running — real deal, real data, a zero-cost proof point before we ever charge a customer.

How it ships.

PHASE 0 · NOW

Captive pilot

CIM Forge + Buyer Universe, manually operated on a live deal. Real case study.

PHASE 1 · Q3 2026

Advisor pilots

Five sell-side advisors live on the platform. Decision-to-Sell lead magnet goes public.

PHASE 2 · Q4 2026

Open beta

Data Room Agent, Deal Desk, and Seller's Telegram join. 25–50 advisors.

PHASE 3 · 2027

Direct-to-seller

Throughline-as-a-service: half the broker fee, twice the close rate.

A book by Jason G. Welz
Trust the Line

A founder's guide to strategic options.

Thirty years of operator + private-equity perspective.

From the author of Trust the Line

The strategy in the book.
The system in the platform.

Throughline operationalizes the playbook in Trust the Line — three decades of exits, built into software. Read the book for the thinking, start with a free readiness score, and run the process on Throughline.

Join the advisor pilot.

We're onboarding a first handful of sell-side advisors as founding pilots. Tell us about your practice.

Apply for the founding pilot

Invite-only during the pilot · complimentary access · we review every application personally.