Chat with
your brokerage.
Kyndir is the agent-first operating system for SMB brokerage firms. Eight modules, one source of truth — from the first Fathom call to the closing wire.
Not a CRM.
Not generic AI.
A vertical OS for brokerage.
A horizontal CRM with a brokerage skin won't run a deal.
Salesforce and HubSpot are connective tissue. Kyndir is workflow that happens to need contact data — not the other way around. Every vertical software company that won did this.
A general LLM can write one CIM. It cannot run a firm.
Brokerage-shaped schemas. Deterministic financial engine. Industry-specific narrative prompts. An agent that knows what a recast EBITDA actually is — and what your firm's rubric does with it.
Eight modules. One agent surface. One operating system.
Contacts to closing wire, end-to-end. Every workflow is editable structured data, every action is logged immutably, every consequential decision waits for your approval.
Eight modules.
One source of truth.
Contacts & Nurturing
Keep every relationship warm. Fathom transcripts, email threads, and broker notes auto-stitched into a per-contact timeline. The nurture agent decides when to reach out.
Sellability & BOV
Score sellability against your firm's rubric. Coach 12–18 month value enhancement plans. Produce a defensible Broker's Opinion of Value in minutes, not days.
Marketing & Content
Firm newsletter, broker-voiced LinkedIn posts, blog/SEO. The content agent runs the marketing layer that affiliates would never build on their own.
Pipeline & Deals
Two pipelines, one substrate. Seller deals and buyer deals tracked through your configured stages. The follow-up agent surfaces aging deals before they go cold.
Engagement
Proposal → engagement agreement → e-signature → onboarding kickoff. The agent drafts, negotiates standard redlines, and handles the signing dance.
Onboarding
The seller's docs land in your inbox; the agent files them into the deal record. Intake interview, data room provisioning, document-gap detection — all chat-driven.
Listings & CIM
Teaser, blind profile, full Confidential Information Memorandum, channel-specific listing copy. Distribution to BizBuySell, Axial, LoopNet — same source of truth.
Buyer Flow & Closing
Inquiry triage, NDA gating, data room access logs, buyer Q&A, LOI guidance, DD checklists, and a closing checklist that gets you to the wire transfer.
Acme Manufacturing — precision parts, $14M revenue
32-year-old machine shop. Aerospace + medical exposure. Recurring customer base. Owner exiting at 18-month horizon.
You talk.
Agents propose.
You approve.
Every consequential action lands in an inbox of agent proposals — drafted with context, tagged with reasoning, ready for one-click approval or in-chat revision. Nothing leaves your firm without you.
Look inside the OS.
Specialized agents. One workspace.
Eight modules sharing one deal record, one CRM substrate, one audit log, one settings layer. Open any module to see its agents, its surfaces, and how it talks to the rest of the system.
Every relationship, structured and warm.
Fathom transcripts, email threads, broker notes, calendar meetings — all stitched into a per-contact timeline. The nurture agent watches the timeline against your firm's cadence rules and proposes the next touch before the relationship goes cold.
BOVs in minutes, rubrics you control.
Score sellability against your firm's rubric. Coach value-enhancement programs for the 60–80% of seller leads brokers reject today. Produce a defensible Broker's Opinion of Value across multiple methodologies — typically in under a minute.
Marketing that runs without broker hours.
Firm newsletter, broker-voiced LinkedIn posts, blog content for SEO. The content agent reads your deal activity and your firm's market commentary, drafts in each broker's configured voice, and routes through your approval queue.
Two pipelines. Nothing goes cold.
Seller deals and buyer deals — separate pipelines, same substrate, configurable stages per firm. The pipeline agent watches aging deals against your cadence and surfaces them before they stall. Most lost deals die quiet; this one yells.
From handshake to signed agreement.
Proposal, engagement agreement, e-signature coordination, redline negotiation, onboarding handoff. The agent drafts your firm's standard document populated with seller-specific terms, sends it, and handles the chase. Your standard, every time.
Documents that file themselves.
The seller emails a P&L. It lands in the deal record, named correctly, in the right folder, with the broker notified. Multiply by 23 onboarding items and a multi-week back-and-forth becomes a one-week structured intake.
Teaser to CIM, ready to distribute.
The single highest-pain workflow in SMB brokerage, collapsed. Teaser, blind profile, full CIM, financial summary, and channel-specific listing copy — generated against your template, your tone, your firm's standards.
From inquiry to wire, without dropped balls.
Inquiry triage, NDA gating, data room access logs, buyer Q&A, LOI guidance, diligence checklists, closing coordination. The module where most deal value is preserved — and where bad process hygiene kills more deals than bad price.
You own
the data.
You own
the decisions.
Built for the sophisticated broker. Built around the audit-defensible default.
Your data doesn't train anyone else's agent.
Zero cross-tenant training. Aggregated platform metrics never include identifiers. Anything else requires explicit, scoped, revocable consent.
No agent sends, signs, or publishes without you.
Every consequential action lands in an approval queue. Pre-approve per-action-type, per-user. Revocable at any time. Default is always approval.
Every action is logged. The log can't be edited.
Tenant, actor, action, target, before/after state, approver, source, trace IDs. Queryable by deal, user, agent. No UI for deleting — including ours.
Sellers see what you decide sellers see.
Three-level config: Platform → Organization → User. Per-deal buyer scoping. Read-only intake. Time-limited NDAs with per-document view tracking.
Plugged into the tools
brokers already use.
Questions buyers, brokers,
and skeptical partners ask.
Short answers, on purpose. Each one is also exposed as FAQPage structured data so AI answer engines can quote it directly.
What is Kyndir?
Kyndir is the agent-first operating system for SMB business brokerage firms. It combines eight modules — contacts and nurturing, sellability and Broker's Opinion of Value, marketing, pipeline, engagement letters, onboarding, listings and CIM, and buyer flow — on one chat-driven surface, replacing the patchwork of CRM, spreadsheets, Word templates, and ChatGPT tabs a typical brokerage runs today.
Who is Kyndir for?
Kyndir is built for SMB business brokers, M&A advisors, exit-planning practices, and lower middle market intermediaries — typically firms with 1 to 50 brokers. The firms that benefit most are intermediating the sale of small and lower-middle-market businesses (revenue $1M–$100M) where the seller journey runs from a first Fathom call through BOV, engagement, listing, and a closing wire.
How is Kyndir different from a CRM like Tupelo or DealRelations?
A CRM is a database of contacts and deals. Kyndir is the operating system that runs the work those contacts and deals require — drafting BOVs, generating CIMs, scheduling nurture touches, watching email for inbound documents, drafting buyer Q&A. The pipeline view is one of eight modules, not the product. Brokers stop tab-switching between a CRM, a BOV spreadsheet, ChatGPT, DocuSign, and a Word CIM template.
Can Kyndir really produce a Broker's Opinion of Value in minutes?
Yes. The BOV module scores sellability against the firm's configured rubric (eight default drivers; editable weights, custom drivers, per-industry versions), then produces a defensible BOV across three weighted methodologies — EBITDA multiple, revenue multiple, and DCF — typically in under a minute. The broker reviews and approves before anything leaves the firm. Industry comparisons cite the firm's prior deals and broader market context.
What does Kyndir automate for the Confidential Information Memorandum (CIM)?
Kyndir generates the teaser, blind profile, full CIM, financial summary, and channel-specific listing copy from one source of truth. The firm's CIM template — section order, length targets, tone, financial table format — is codified in settings, not in a Word file. Channel variants for BizBuySell, Axial, LoopNet, and MergerNetwork are derived from the same source. Every draft is versioned with a full audit log.
How does Kyndir handle nurturing and seller follow-up?
Fathom transcripts, email threads, broker notes, and calendar meetings are auto-stitched into a per-contact timeline. The nurture agent watches the timeline against the firm's cadence rules — for example, an 18-month exit horizon triggers a touch every 6 weeks, then weekly inside 6 months. Owner-personal context (an opt-in field for things like a daughter's wedding or a March surgery) is surfaced before each touch.
What integrations does Kyndir support?
Kyndir integrates with Fathom (call transcripts), QuickBooks and Xero (financials), DocuSign / PandaDoc / Adobe Sign / HelloSign (e-signature), LinkedIn (broker-voiced content), HubSpot and Salesforce (existing CRMs you migrate from), Gmail and Outlook (email watching), Google Drive / Dropbox / Box (document filing), BizBuySell, Axial, and Pipedrive. Email watching is scoped, read-only, and opt-in.
How secure is Kyndir? Where does my firm's data live?
Each firm runs in its own isolated tenant; no data crosses tenant boundaries. Email and document integrations are scoped, read-only, and opt-in per broker. Every agent action — drafted CIM, sent engagement letter, buyer Q&A reply — passes through an approval queue with a full audit log. Role-based access controls separate broker / firm admin / read-only roles. SOC 2 Type II is on the design-partner roadmap.
How much does Kyndir cost?
Kyndir is in founding design-partner pricing — bespoke per firm, with a discount in exchange for shaping the product. Book a 30-minute demo with the founder to see the eight modules running against a real scenario and to discuss whether a design-partner slot is open for your firm.
When can I get started?
Founding design-partner firms are onboarding now. The fastest path is a 30-minute demo with the founder; if it's a fit, onboarding takes about a week (configure rubric and templates, connect Fathom + QuickBooks/Xero, migrate contacts) before your first agent-drafted BOV.
Run your brokerage
by chatting with it.
Founding design-partner firms onboarding now.
A 30-minute demo with Khaled, the founder.