About DealBuilder
DealBuilder is a company based in Victoria (Canada) founded in 2020 by Morgan Tate, Keith MacKenzie, and Mike Lenz. DealBuilder offers products and services including DealBuilder Platform, Valuation Tool, and CIM Writing Tool. DealBuilder operates in a competitive market with competitors including Hiive, SuccessionMatching, Safe Supply, Montréal and PE Gate, among others.
- Headquarter Victoria, Canada
- Founders Morgan Tate, Keith MacKenzie, Mike Lenz
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website dealbuilder.co
- Social LinkedIn X Facebook
Products & Services of DealBuilder
DealBuilder offers a comprehensive portfolio of products and services, including DealBuilder Platform, Valuation Tool, and CIM Writing Tool.
Automates brokerage tasks like CIM writing and valuations
Generates data-driven business valuations quickly
Creates automated confidential information memorandums
People of DealBuilder
3 people are tracked at DealBuilder (3 in leadership).
| Name | Role | Group |
|---|---|---|
Morgan Tate | Co-Founder | Leadership |
Keith MacKenzie | Co-Founder | Leadership |
Mike Lenz | Co-Founder | Leadership |
Complete people profiles for DealBuilder
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Competitors of DealBuilder
DealBuilder operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Hiive, SuccessionMatching, Safe Supply, Montréal and PE Gate, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hiive.com | 2005 | Vancouver, Canada | $4.18M | – | Private company shares are traded via an online platform. | |
| successionmatching.com | 2011 | Regina, Canada | – | – | Online community-based marketplace for buyers and sellers | |
| safesupply.com | 2022 | Toronto, Canada | – | – | Investments in drug companies are enabled via an online platform. | |
| montrealinc.ca | 1996 | Montreal, Canada | – | – | Startup entrepreneurs are trained and coached by the foundation. | |
| pe-gate.com | 2018 | Toronto, Canada | – | – | Offers fractional ownership and secondary market for private equity investments. | |
| finhaven.ca | 2018 | Vancouver, Canada | – | – | Provides private market investments, mortgage financing, and tech platforms for institutions. | |
| nvestiv.com | 2020 | Toronto, Canada | – | – | AI platform automating deal screening, CRM, and due diligence for private investments. | |
| altq.ai | 2023 | Montreal, Canada | – | – | Provides an AI platform to help asset allocators discover, evaluate, and manage private market portfolios. | |
| obsiido.com | 2022 | Toronto, Canada | – | – | Platform for alternative investments including private equity and hedge funds for investors. |
Detailed competitors of DealBuilder
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of DealBuilder
The website of DealBuilder (dealbuilder.co) receives about 3.3K visits a month.
- Monthly visits3.3K
▲ 32% vs previous month
Websites whose visitors overlap most with DealBuilder. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| dealius.com | 100% | 2.5K | #5,352,403 | View details |
Similar companies to DealBuilder
10 companies that operate in the same segment as DealBuilder (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about DealBuilder
DealBuilder was founded in 2020.
DealBuilder is headquartered in Victoria, Canada. It is registered at Victoria, British Columbia, Canada.
DealBuilder was founded in 2020 in Victoria, Canada, as an online platform focused on deal management and investment services for businesses. An independent deal manager is assigned to assess business value, identify buyers via an internal network, and facilitate deal closures. Multiple bank transactions are processed, and prospects are reached through business-for-sale sites to support operations in the investment sector.
DealBuilder's top competitors include Hiive, Safe Supply and SuccessionMatching.
DealBuilder offers DealBuilder Platform, Valuation Tool, and CIM Writing Tool.