AI intake for business brokers
Porto learns whether a visitor is buying or selling, the industry, the earnings range and the timeline, so your brokers spend time on deals that are ready.
Meridian Business Brokers
AI assistant
Hi, I’m Meridian Business Brokers’ AI assistant. Are you thinking about selling a business or buying one?
Selling. I own two dental labs and want to retire within the next 18 months.
Timeline already covered
So it asks about earnings
Thanks. Roughly what were revenue and owner earnings last year, and does anyone else own part of the business?
What Porto does for business brokers
Porto replaces the contact form on a business broker’s website with a short AI conversation. It learns whether the visitor is buying or selling, the industry, the revenue and earnings range and the timeline, never giving financial advice, and sends your brokers a brief before the valuation call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Side
Buyer or seller, routed to the right broker
Business
Industry, locations and years in operation
Financials
Revenue and owner earnings, as a range
Timeline
When they want to close or start looking
Confidentiality
Whether staff or partners know about the sale
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Harbor Dental Labs
80
Strong fit
Side
Seller, owner plans to retire
Business
Two dental labs, 22 years operating
Financials
About $3 million revenue, $700,000 earnings
Timeline
Close within 18 months
Questions from business brokers
Can buyers and sellers use the same chat?
Yes. Porto asks early which side the visitor is on and routes each one to the right broker.
Does Porto value the business?
No. It collects the numbers your brokers need and leaves valuation to them.
What about very small businesses?
You set the minimum. Porto lets smaller inquiries know kindly and can point them elsewhere.
See Porto set up for business brokers
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo