Our Contact Info

  • 9424 Baymeadows road, Ste 250 Jacksonville, FL 32256
  • support@dealzone.us
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Overview

DealZone allows an M&A professional to spend more time analyzing, closing, and growing businesses and less time sourcing transactions. DealZone helps stop the fragmentation and wasted time pouring over emails and online listings by aggregating everything in an easy-to-use graphical user interface. DealZone sources investable opportunities from 3 different resources:

  • Using AI

    Using AI to scape the web and email listings

  • Post Deals

    Allowing intermediaries to post deals

  • Incentivizing members to unlock deals

    Incentivizing members to share deals in exchange for credits so they can unlock deals that fit their investment criteria

Who's DealZone useful for?

DealZone’s target demographic is the M&A industry professional. Specifically, private equity, search funds, entrepreneurs, family offices, business brokers, investment bankers, business owners, and service providers. DealZone allows you to spend more time analyzing and closing and less time sourcing.

How accurate is the data provided by DealZone?

Though short of perfection, DealZone maintains strong quality control system. The founder has a strong background in quantitative finance and spent a lot of his past wrangling and cleaning data. Data accuracy is maintained by:

  • Simple cleaning algorithms used to make sure revenues, EBITDA, CF, and other metrics are “logical.”
  • Analysts reviewing and verifying number for accuracy if the numbers are outside of normal parameters.
  • By obtaining the data directly from the source in the case of intermediaries and members posting their own deals.

Searching and viewing deals

How do you screen for Deals?

From the ‘Deal Screener’ dropdown menu, select your investment criteria, including:

  1. Industry Classification
    - Select from available NAICS Codes. Further drill down by subsectors
  2. Location
    - Filter by US region, then by state.
  3. Revenue
  4. EBITDA/Cash flow
  5. Deal type (Buyout, Growth capital, Debt Financing, Club deal, etc.)
  6. Source of intermediary (Broker, Investment Banker, Private Equity, DealZone Member)
  7. Date uploaded
How do I apply a credit and unlock access to a deal?

Simply select the checkbox to the left of each investment opportunity. Then click the open icon. You can also select multiple opportunities at once and then click ‘OPEN’. After the opportunity is opened, you can will see additional deal stats, as well as the representative or intermediary’s contact information for executing an NDA and receiving the CIM.

How do I share deals?
Go under the ‘Deal Share’ button and upload a .pdf of your investment opportunity that you would like to share with the community.
How do I view the deals I have shared or unlocked?

Go to ‘My Deal Opportunity Portfolio’ and view the opportunities you have already opened or shared.

How do I obtain credits to open deals?

You can open deal listings by adding credits to your account. Each credit costs $20, and it costs $20 to open 1 opportunity. You can pay by credit card by going under “Your Profile,” then “Current Balance,” and then by adding 1, 5, or 10 credits from the dropdown menu.

What if I open a deal and it is no longer on the market, or the data is inaccurate?

Please click the “Report Deal” icon and send a screenshot to support@dealzone.us. You will then be either given credit or a refund.

How do I export deals?

Simply select all the deals you wish to export and click “EXPORT TABLE.” NOTE: If you are on a monthly or annual subscription, you may want to download all the deals. Simply click the icon “SELECT ALL” and then “EXPORT TABLE.”

How to set up your account to receive deal alert notifications to your email?

To have email notifications of new deals that are pre-defined by your investment criteria, do the following:

  1. Go to “DEAL ALERTS”:
  2. Select your investment criteria.
  3. Name your alert something easy like “Technology 10M+ Revenues”.
  4. Select “NOTIFY BY EMAIL.”
  5. Click “SAVE.”

You must also select your deal notification frequency:

  1. Daily
  2. Weekly
  3. Monthly

Security Settings

How do I change my password?
  1. Go to the profile icon in the upper right.
  2. Select “SETTINGS” from the dropdown menu.
  3. Click on “CHANGE PASSWORD
  4. Enter your current password.
  5. Enter your new password twice.
  6. Click “SAVE”
How do I change email notification preferences?
  1. Go to Profile
  2. Go to “NOTIFICATION SETTINGS”
  3. Select the Frequency you desire to send notification alerts based on your pre-determined investment criteria:
    • Hourly
    • Daily
    • Weekly

To alter your investment criteria, go to the “DEAL ALERTS” on the Dashboard on the DealZone home page.

Industry and Geography Coverage

Which locations do you cover?

For now, DealZone is focused on the US. However, this will likely change in the future.

Which industries does Interexo have?

DealZone covers all industries in the following list:

  1. Wholesale Trade/Distribution
  2. Financial Services/Insurance
  3. Business Services
  4. Healthcare
  5. Consumer Goods
  6. Utilities & Energy
  7. Transportation & Logistics
  8. Manufacturing
  9. Technology, Saas & eCommerce
  10. Food & Beverage
  11. Education
  12. Health & Fitness

Steps to Sharing Deals as an Authorized Representative
(Business Broker, Owner, or Investment Banker)

1
Submit the opportunity for analysis and verification by DealZone’s analysts.
2

The following information must be specified:

a. Title
b. Industry
c. Location
d. Revenue
e. EBITDA or Cash Flow
f. Deal Type
g. A brief description
h. Your Profile info:

  1. Name
  2. Company
  3. Email
  4. Phone

While a CIM is optional, it is preferred. 20 credits will be approved upon verification.

3

As a member, you can also share deals. However, be sure that you only share teaser level (meaning general) information and provide an NDA and the contact information of the intermediary. You will also need to submit the same information as an intermediary:

a. Title
b. Industry
c. Location
d. Revenue
e. EBITDA or Cash Flow
f. Deal Type
g. A brief description
h. Your Profile info:

  1. Name
  2. Company
  3. Email
  4. Phone

While a CIM is optional, it is preferred. 20 credits will be approved upon verification.