Vertica

CRM
212-901-5195

About Us

First to market. Still the most powerful.

Revolutionizing how business brokers work.

Business brokerage is one of the most complex, relationship-driven, and confidentiality-critical professions in finance. For decades, brokers ran it with tools that were never designed for it. Vertica CRM was built to change that.

2014 First to market with a purpose-built broker CRM
12+ Years in continuous production
150+ Built-in tools: sign, text, NDA, CIM, AI, People, Etc.
1 Platform for the complete deal lifecycle
Built for
Independent business brokers
Managing active listings, buyer pipelines, NDAs, and deal documents without a team of admins. Vertica CRM handles the operational layer so you can focus on the transaction.
M&A advisory firms
Running simultaneous buy-side and sell-side mandates with strict confidentiality requirements. The two-sided deal model in Vertica CRM reflects how M&A intermediaries actually operate.
Multi-agent brokerage firms
Teams where multiple brokers share a buyer pool, divide listings, and need a central view of deal status across the firm. Full team visibility, without the inbox chaos.
The industry gap

Business brokerage workflows hadn't changed in decades.

Business brokerage is not a standard sales job. It is a two-sided profession: intermediaries managing sellers listing businesses and buyers evaluating acquisition targets simultaneously, with strict confidentiality requirements, NDA management, staged document access, and deal cycles that last 6 to 18 months.

Every CRM platform in existence was built for a single-track sales pipeline: a vendor, a salesperson, and a customer. None of that maps to what a business broker actually does. Brokers who tried to use HubSpot, Salesforce, or Pipedrive found themselves doing the same manual work they were always doing, just with more software to manage on top of it.

Following up on a single buyer inquiry meant copying a BizBuySell email into a spreadsheet, manually attaching an NDA, waiting for the buyer to print, sign, scan, and email it back, then entering everything into the computer by hand. For every buyer. For every listing.

This was the state of the industry. Not a limitation of one broker or one firm. The industry simply had no purpose-built solution. Vertica CRM was built to be that solution.

Buyer workflow
Before
1
Buyer inquiry Copied manually into a spreadsheet
2
NDA sent by email No tracking, no record of who signed
3
Print, sign, scan, email back Days of lag for a 30-second task
4
CIM built in Word Re-typing data that already existed
5
Documents emailed No access control, no audit trail
With Vertica
1
Buyer auto-logged Contact created instantly, no manual entry
2
NDA sent in one click Status tracked by listing, in real time
3
Buyer signs electronically Vertica Sign built in, done in minutes
4
AI generates the CIM From listing data, in seconds
5
Data room unlocked automatically Access-controlled, full audit trail
Seller workflow
Before
1
Listing entered everywhere separately CRM, website, and marketing materials typed independently
2
CIM written in Word from scratch Hours of work re-typing data that already existed
3
NDAs managed by email No visibility into who had signed for which listing
4
Documents sent manually per buyer No record of what was sent to whom, or when
5
No view into buyer activity Chasing engagement updates by phone and email
With Vertica
1
Listing created once Data populates everywhere automatically
2
AI generates the CIM in minutes From existing listing data, ready to review and send
3
NDA status tracked per listing Signed, pending, and expired at a glance
4
Buyer access granted with one click Staged document release, fully access-controlled
5
Live buyer engagement view See who is active across all listings, in real time
Our mission

Give every broker the platform to work smarter, close faster, and leave the administrative drag behind.

The business brokerage industry is built on expertise, relationships, and trust. Those are things no software can replace. What software can do is eliminate the hours brokers spend on repetitive admin work: manually tracking NDAs, re-entering data, chasing documents, managing buyer access in email threads, so they can spend that time where it matters: building relationships and closing deals.

That is the reason Vertica CRM exists. Not to change how business brokerage works, but to make it work the way it always should have. Two-sided deal management, NDA tracking at the listing level, CIM generation from listing data, access-controlled buyer data rooms, built-in document signing, built-in SMS messaging, AI tools, and a managed assistant service. All in one platform, from day one.

What Vertica CRM delivers

The full brokerage lifecycle. One platform.

Every feature below is built in. Not an add-on, not a workaround, not a third-party integration you manage separately.

Two-sided deal management
Sellers and buyers managed on separate, parallel tracks simultaneously, the way business brokerage actually works, not how a sales CRM assumes it does.
NDA tracking & buyer data room
NDA status tracked by listing. Document access gated to signed buyers only. An audit trail of every file release and stage change, automatically.
Vertica Sign
Built-in e-signature for NDAs, engagement agreements, and deal documents. No separate subscription. Signatures tied to the contact record automatically.
Vertica Text
Built-in SMS and MMS messaging logged to the contact record. A central team thread view so no message goes untracked in a broker's personal texts.
AI CIM generation & research
AI-powered CIM generation from listing data, instant contact research, and AI prospect list building. All included. No extra subscription required.
Vertica People
A managed virtual assistant service built into the platform. Assistants trained in brokerage workflows before placement. The only one of its kind inside a broker CRM.
Built-in features, in depth

See how each tool works

Every feature has a full write-up with screenshots. Click any card to read the deep dive.

NDA Management and Tracking

Send, track, and store NDAs by listing. Know exactly who signed for which deal and when, without digging through email.

Read the full breakdown ›
Vertica Sign: Built-in E-Signatures

Electronic signatures without leaving the platform. No DocuSign account, no per-envelope fees, no switching tabs.

Read the full breakdown ›
Vertica Text: SMS From the CRM

Text buyers and sellers directly from their contact record. Full thread history logged automatically, no manual notes needed.

Read the full breakdown ›
AI-Generated Confidential Information Memorandums

Pull listing data into a structured CIM in seconds. Review, adjust, and send without spending hours in Word.

Read the full breakdown ›
Buyer Data Room

A secure, access-controlled document portal that unlocks automatically after an NDA is signed. Full audit trail included.

Read the full breakdown ›
Vertica People: Buyer and Seller Profiles

A unified contact layer that connects buyers across multiple listings, tracks deal stage, and surfaces patterns you would otherwise miss.

Read the full breakdown ›
AI Contact Research

One click on any contact record builds a full profile of the person and their business in seconds: role, company details, estimated size, recent news, and talking points, pulled automatically from public sources. For sellers it focuses on the business; for buyers it looks at their background, acquisition history, and what kind of buyer they are. Runs before a call, during a callback, or across a list of contacts at once.

Coming soon
AI Prospect Finder

Search for businesses by type, location, years in operation, and size. See a count and a sample of matches before you commit. Import matched business owners directly into a Vertica marketing list, with duplicates automatically merged and every new contact tagged with the search name and date so you always know where it came from.

Coming soon
Dynamic Email Marketing & Listing Brochures

Send targeted email campaigns to segmented buyer lists directly from Vertica, and generate polished listing brochures from your existing listing data in seconds. No design tools, no copy-pasting data from one place to another, and no separate email platform to manage.

Read the full breakdown ›
2014
First to market
Where it started

Built by a business broker who lived the problem

Vertica CRM was founded by a business broker who had been working in the industry since 2001. After more than a decade on the floor, running the same manual workflows every broker runs, he saw clearly that the technology available was not built for what brokers actually do. No platform handled two sides of a deal. No platform was designed for an intermediary. So he built one. Vertica CRM launched in 2014 as the first purpose-built, all-in-one platform for business brokers and M&A advisors, and has been adding features based on broker feedback ever since.

Our approach

Why Vertica CRM works where others don't.

Five principles that separate a purpose-built platform from a generic one adapted for brokerage.

1
Built around your methodology, not ours
We do not tell you how to run your business. We ask. During onboarding, we sit down with you, understand how you manage your deals, your buyers, your sellers, and your pipeline, and then configure the CRM around the way you work. The methodology inside Vertica CRM is yours, not ours. That is what makes it powerful: a platform that reflects how your brokerage actually operates, not how someone else thinks it should.
2
We designed for the brokerage model, not around it
Generic CRMs require brokers to adapt their workflows to the software. Vertica CRM works the other way: the platform is built for the two-sided, NDA-gated, 6-to-18-month deal cycle that defines business brokerage. Every feature starts from how brokers actually work, not from a sales methodology designed for a different profession.
3
Everything in one platform. No patchwork of tools.
Most brokerages run on three to five different tools: a CRM, a document signing service, a file sharing platform, a texting app, and a spreadsheet for NDAs. Vertica CRM replaces all of them. E-signature, SMS messaging, buyer data rooms, NDA tracking, CIM generation, AI tools, and a managed assistant service are all built in, so there is one platform to manage, one place to train staff, and one source of truth for every deal.
4
Onboarding is hands-on, not self-serve
Most CRM implementations fail because brokers are handed a login to a blank platform and left to configure it themselves. Vertica CRM's onboarding is hands-on and included. We configure the platform to your workflow before you go live, migrate your data, and train your team on real deals, not pre-recorded videos. Every client gets three assigned team members: a project manager, an onboarding specialist, and a training coordinator.
5
The platform evolves with the brokers who use it
Vertica CRM has been in production since 2014. Every major feature added since launch: Vertica Sign, Vertica Text, AI CIM generation, Vertica People, each came from feedback from brokers actively using the platform. The roadmap is not driven by what other software companies are building. It is driven by what business brokers say they need to close more deals.
Common questions

What brokers ask before they switch.

Vertica CRM is a purpose-built CRM platform designed specifically for business brokers and M&A advisors. It is the first all-in-one platform built for the two-sided, NDA-gated deal lifecycle unique to business brokerage: managing sellers listing businesses and buyers evaluating acquisitions simultaneously, with built-in e-signatures, NDA tracking, buyer data rooms, SMS messaging, AI-powered CIM generation, and a managed assistant service.
Vertica CRM is built for independent business brokers managing active listings, M&A advisory firms handling simultaneous buy-side and sell-side mandates, and brokerage firms with multiple agents sharing a buyer pool. If you are an intermediary managing confidential business transactions with strict NDA requirements and long deal cycles, Vertica CRM was built around your workflow.
In Vertica CRM, NDA status is tracked at the listing level, not just the contact level. Each buyer's NDA status is visible per listing, so you can see at a glance who has signed for which deal. NDAs are sent directly from the platform, signed electronically through Vertica Sign, and status updates automatically. There is no inbox digging, no spreadsheet, no manual entry.
Yes. Vertica Sign is built directly into the platform. Brokers can send NDAs, engagement letters, and deal documents for electronic signature without leaving Vertica CRM. There is no separate DocuSign or Adobe Sign account required, no per-envelope fees, and signed documents are automatically tied to the contact and listing record.
A buyer data room is a secure, access-controlled document portal where brokers share due diligence materials with qualified buyers after an NDA is signed. Vertica CRM includes a built-in buyer data room that unlocks automatically once a buyer's NDA is on file. Every document accessed is tracked, and a full audit trail is maintained automatically, with no manual setup required.
Generic CRM platforms are built for a single-track sales pipeline: one vendor, one salesperson, one buyer. Business brokerage requires managing sellers and buyers simultaneously on separate tracks, with NDA gating, staged document access, deal cycles of 6 to 18 months, and confidentiality requirements those platforms were never designed to handle. Brokers who try to run their business on a general-purpose CRM end up doing the same manual work they were always doing, just with more software to manage. Vertica CRM was built from the ground up for business brokerage, so the platform reflects how you work, not the other way around.
Vertica CRM was founded in 2014 by a business broker who had been working in the industry since 2001. It launched as the first purpose-built, all-in-one CRM platform for business brokers and M&A advisors and has been in continuous production since, with new features added based on feedback from active users.
From the brokers who use it

What the industry says

“

The NDA tracking alone saves me hours every week. I should have switched years ago.

MT
Michael T.
Business Broker
“

Finally a CRM built for the way brokers actually work. Everything I need is in one place.

SK
Sarah K.
Business Broker, Florida
“

We closed 30% more deals our first full year on Vertica. The pipeline visibility changed everything.

DM
David M.
M&A Advisor, California
“

The team configured the platform around our workflow. We were fully up and running in days, not months.

JR
Jennifer R.
Business Broker, New York
“

I tried three other CRMs over the years. None of them understood the two-sided deal. Vertica does.

RC
Robert C.
Business Broker, Illinois
“

We cut the time between first inquiry and signed NDA down to under 24 hours. The old process took three or four days on a good week.

Lisa P.
Business Broker
“

The CIM tool alone paid for the platform. What used to take half a day now takes 20 minutes, and the output is cleaner than what I was producing manually.

James W.
M&A Advisor
“

I can see which buyers have signed NDAs for which listings, all in one place. That visibility changed how I manage my pipeline completely.

Maria H.
Senior Business Broker
“

My team onboarded in a week. The support was hands-on, not a knowledge base and a ticket queue. That matters when you are trying to keep deals moving.

Thomas B.
Brokerage Owner
“

Every other platform I tried was built for real estate or generic sales. Vertica actually understands the two-sided nature of a business sale. Night and day difference.

Angela S.
Business Broker

See what running your brokerage on a purpose-built platform feels like.

Book a 20-minute demo. We'll walk through your workflow and show you how Vertica CRM handles it. No slides, just the actual platform.

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Or call us at 212-901-5195