Business Insider · Oct 2025
Profile of a founding employee describing OffDeal’s AI-native workflow, tiny teams, and faster deal execution.
Company research
Public company, workplace, funding, and market signals
Updated Jul 30, 2026
Overview
OffDeal is a New York-based, AI-native investment bank for small businesses. It combines proprietary buyer-matching and deal-automation software with human M&A advisers to help owners sell companies faster and at higher prices.
Primary product
AI-native M&A advisory platform for SMB exits (buyer matching, deal sourcing, diligence, and pitchbook automation)
Founded
2023
Headquarters
New York, New York, United States
Team size
11-50 employees
Work style
Onsite
Industry
Financial Services
Sub-industry
AI-native investment banking / M&A advisory for small businesses
Offices
New York, New York, United States
450 West 14th St, New York City
Business model
sell-side M&A advisory
buy-side deal sourcing
success-fee-based transaction advisory
software-enabled advisory services
Funding
Stage
Series A
Total raised
$17M
Latest round
Series A · Jul 2025
Latest amount
$12M
Jul 2025 · Radical Ventures
Sep 2024 · Radical Ventures
Y Combinator
People & investors
Leadership
Founder & CEO
Founder & CTO
Chief of Staff
Product Lead
Work & culture
AI-first, first-principles, data-driven, and relentlessly execution-oriented; the company emphasizes lean teams, fast shipping, and close collaboration between bankers and engineers.
Work style
Onsite
Compensation
Compensation is unusually high for the size of the company: Full Stack Engineer $240K-$375K total cash plus 0.1%-0.3% equity; Director of Sales Development $215K-$225K OTE; Investment Banker I $145K-$300K OTE; Investment Banker II $500K-$1M OTE. The firm also advertises equity and a revenue-sharing program.
Benefits
private medical insurance
dental insurance
vision insurance
unlimited PTO
free lunch/snacks/coffee
Equinox gym membership
401(k) matching
NYC relocation allowance
revenue-sharing program
Product & market
Pricing
Success-fee / transaction-fee model with no upfront fee; TechCrunch reported a 5%-10% fee on transaction value.
Differentiators
- —AI buyer matching across strategic and financial buyers
- —human bankers stay focused on judgment and negotiation rather than data entry
- —competitive auctions intended to increase offers
- —goal of initial offers in under 45 days
- —15x more buyers than the traditional process
- —$0 upfront fee / success-fee-only model
Technology
TypeScript
React
Node.js
HTML
SQL
Looker
Figma
OpenAI GPT-4
AI agents
recommendation/search algorithms
proprietary buyer-matching engine
CRM / deal workflow automation
Customers
small business owners / SMB sellers
private equity buyers
strategic corporate buyers
search funds
independent sponsors
Competitors
traditional lower-middle-market investment banks
business brokers
DIY business listing sites
buyer-seller marketplaces
software-only deal sourcing tools
Scale & contact
Estimated revenue
≈$440K ARR (2025 estimate)
Estimated monthly visits
23.8K
Traffic estimate as of Jun 2026
Latest news
CNBC · Aug 2025
Video interview with Ori Eldarov and Sam Mielke on using AI to streamline M&A workflows and buyer discovery.
OffDeal · Jul 2025
Company announcement of the $12M Series A led by Radical Ventures, bringing total funding to $17M and highlighting 30+ sell-side transactions.
Financial Times / FT Alphaville · Jul 2025
FT Alphaville coverage of OffDeal’s AI-native investment bank thesis, its market positioning, and the wider reaction to the raise.
AP News / EIN Presswire release · May 2025
Press release reporting OffDeal as exclusive financial adviser on Rocky Mountain Heating and Cooling’s sale to Acrux Capital.
Jobs and careers at OffDeal
5 jobs at OffDeal
Founding Content Lead
On-site
Growth
New York
1mo ago
On-site
Full-time
Director of Sales Development
On-site
Growth
New York
2mo ago
On-site
Full-time
Investment Banker I
On-site
M&A
New York
2mo ago
On-site
Full-time
Investment Banker II
On-site
M&A
New York
7mo ago
On-site
Full-time
Full Stack Engineer
On-site
Engineering
New York
2y ago
On-site
Full-time