For independent brokerages
Every detail in view.
Every deal in motion.
One workspace from the listing pitch to the earnout. Free to set up. 7-day free trial, no card required.
Springer Industries · 4 buyers · matrix locked
Demo · Marin Brokers
Springer Industries · 14 prefs
Round 1 · matrix locked
Hover a cell — reveals the underlying value
§ II·The three pillars
What Evenhand does for your brokerage.
01 · WIN MORE LISTINGS
Pitch with proof.
Capture seller preferences once, score every offer against them, and run a broker-led QoE before any LOI lands.
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02 · CLOSE CLEANER DEALS
Communications and diligence, managed.
One workspace for sellers, buyers, and service providers. Data requests, diligence stages, and analysis update as files arrive.
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03 · PROTECT THE RELATIONSHIP
Your data stays yours.
Your sellers, your buyers, your comparables: never reused, never resold, never on someone else's marketplace.
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§ III·Capture & compare
Capture every preference. Score every offer.
A seller's preferences come in three states: hard requirement, preferred, or blank. Brokers capture them once at the start of a deal, the platform routes them into the buyer LOI form, and every offer that comes back is mapped against them — the matrix at the top of this page is that mapping for a sample deal.
All 14 preference categories
Source · sellerPreferences.ts
- 01Purchase price
- 02Deal structure
- 03Payment mix
- 04Working capital target
- 05Exclusivity window
- 06Due-diligence window
- 07Closing timeline
- 08Transition support
- 09Employee retention
- 10Non-compete
- 11Reps & warranties posture
- 12Escrow
- 13Financing certainty
- 14Buyer experience
Every category carries a weight the seller sets. The composite score in the matrix reflects what matters most, not just what every buyer happens to mention.
Springer Industries · session in progress
What a brokerage on Evenhand sees · proof strip
No spreadsheet copy-paste.
No two-paragraph explanations.
No hidden assumptions.
§ IV·Run the deal
Run the deal from LOI through close.
One workspace covers everything that happens after the LOI is accepted — and reaches into your existing toolchain where your firm already has one.
01 · CLOSING CONDITIONS
From a checklist to a workflow.
Every closing condition the purchase agreement names: who owes what, when it's due, when it cleared. Comment threads stay on the condition itself.
02 · PURCHASE AGREEMENT TRACKING
Drafts, redlines, and version history.
Track how the purchase agreement changes as drafts are exchanged. Every revision, comment, and accepted edit is recorded.
03 · TRANSITION PLANNING
The first 90 days, written down.
Customers, vendors, accounts, employees. A shared transition checklist with owners and dates so the handover is clean.
Bring your own VDR. Bring your own e-sig.
Connect Firmex, iDeals, Google Drive, or Dropbox for document storage; the bundled Dropbox Sign account or your firm's existing Dropbox Sign / DocuSign for signatures. Evenhand sends from your account with your audit trail.
Document storage
- Firmexregulated
- iDealstracked
- Google Drivebasic
- Dropbox Businessbasic
E-signature
- Dropbox SignEvenhand-managed
- Dropbox Signbring your own
- DocuSignbring your own
Service providers — invite-only, per-deal
Either side of the deal can invite a CPA, attorney, banker, or lender into a workspace on a per-deal basis. The SP sees only the surfaces they were granted, only on the deals they were invited to, and only for as long as the engagement runs. Conflicts of interest are surfaced openly before any work begins.
§ V·Diligence & QoE
A QoE you can run before the LOI.
Evenhand carries the same QoE framework the buyer uses, on the broker side: five financial categories — revenue quality, expense normalization, working capital, customer concentration, proof of cash — plus seven expanded diligence categories: commercial, operational, legal, HR, IP/IT, real estate, regulatory. Either side can start it.
Uploads are append-only with a supersede chain — the platform does not permit a silent edit. Bank-statement re-uploads carry extra confirmation friction. The conclusions stay with the human reading them.
§ VI·Your buyers, your contacts
The contact relationship is yours.
Every business broker keeps a contact database somewhere. Evenhand keeps it with you, in the workflow. Contacts and companies, with notes, tags, and lead sources. A pipeline view from target through closed with the stages your firm uses. Activity logs that link to the deals they preceded.
When a contact becomes a deal participant, the CRM record and the deal record stay linked, so the contact's history is one click away from the deal page and the deal's outcome flows back into the contact's record.
Brokerage pipeline
Target
Active
Dormant
Aspen Cabinetry
$3.2M rev
Lyle & Sons
$1.8M rev
Sumner Dist.
$6.4M rev
Northshore
$2.9M rev
Burroughs
$1.2M rev
NDAs and what's behind them.
Every brokerage has its NDA. Every signed NDA gates access to the materials it was meant to protect. Documents on a deal carry one of three confidentiality levels — public, NDA-gated, selected-buyer-only — visible only to the right parties. NDAs expire after the term you set, defaulting to 24 months. The platform reminds you and the buyer 14 days before expiry.
Confidentiality tiers
Confidentiality tiers
- publicTeaser, redacted summary, photos. Anyone on the deal can read.
- nda_gatedFull CIM, customer narrative, unredacted financials. Buyers with an active NDA only.
- selected_buyer_onlyPost-LOI diligence stack. Exclusive buyer and their service providers.
Know which buyers are real.
Evenhand surfaces what the platform has seen about every buyer on your deals: NDA history, financing pre-qualification (verified by your team against an issuer document and refreshed every 90 days), prior submitted offers, prior exclusivity grants, and closed deals. The signals show up on the buyer's row in the matrix — visible at the moment you're about to spend an hour on a pitch. Pre-qualification is verified by you, not self-attested.
Buyer readiness · Apex Industrial Holdings
Buyer
Apex Industrial Holdings
- NDA
- Signed · 11 mo. remaining
- Financing
- $4.2M verified · 2 sources
- Prior engagement
- 7 offers · 3 exclusive1exclusivity broken
- Closed in your firm
- 2 deals
Your sellers, your buyers, your comparables: never reused, never resold, never on someone else's marketplace.
§ VII·The record
Show the work, in order.
Every offer, every LOI revision, every earnout milestone, every seller-note payment, every Q&A thread, every diligence finding — each entry is hash-chained against the one before it. The chain itself is the audit.
Every buyer offer also lands on this chain as an attested submission. The attestation text, the timestamp, and the buyer are part of the entry; the entry's hash freezes all three together.
Audit log · Springer Industries · offers
2026-04-28 · 14:02 · Meridian Capital
LOI revision 03 — cash at close raised 65% to 72%
9f3c…a71d·prev e2b1…0f6c·verified
2026-04-28 · 14:01 · Meridian Capital
Offer attested — independence affirmed
e2b1…0f6c·prev b7d4…2911·verified
2026-04-26 · 09:41 · Keystone Partners
LOI revision 02 — working capital target $420k
b7d4…2911·prev 7c92…48a3·verified
2026-04-25 · 16:18 · seller
Preference updated — earnout ceiling 12% to 15%
7c92…48a3·prev 4b18…d201·verified
2026-04-22 · 11:05 · broker
Round 1 offers locked — 4 buyers, matrix published
4b18…d201·prev 1a07…e9bb·verified
2026-04-15 · 08:33 · Ashford Holdings
LOI revision 01 submitted
1a07…e9bb·prev a8f2…3c44·verified
2026-04-10 · 10:14 · broker
QoE published — 5 categories, 18 findings
a8f2…3c44·prev — genesis·verified
§ VIII·Beyond the LOI
The months and years after close.
Most deal management software stops at closing. Most deals don't. A deal with an earnout isn't really finished for a year, three years, or five. A deal with a seller note runs as long as the note.
Evenhand keeps the deal alive on the right surfaces, and only the right surfaces. The seller is retained as a post-close observer with read-only access to the earnout and seller-note tracker — they see every metric report the buyer files and every payment recorded, and nothing else. Every entry is hash-chained.
Earnout milestones · seller-note payments
Earnout milestone · Y1
disputed
- Period
- 2025-Q4
- Target
- $5,200,000 revenue
- Reported
- $5,180,000seller disputed
- Payment due
- $420,000
- Payment recorded
- not yet
Seller note · Payment 7 of 60
- Scheduled
- 2026-04-30
- Scheduled amount
- $18,400
- Paid
- 2026-04-28
- Actual amount
- $18,400
The deals that came before this one.
Every deal your firm closes leaves behind a record. Evenhand reads it back to you in three places: a brokerage performance dashboard, a per-broker comparison (for managing partners), and a comparable-deals engine any broker can query from any active deal — same industry, same revenue band, same geography. None of this leaves your brokerage.
Brokerage performance · trailing 12 mo.
Deal velocity
64 d
exclusive → closed
Close rate
78%
trailing 12 months
Median fit-score
8.2
selected buyer
Comparable deals · 7 matches
Purchase price
Payment mix
Time to close
$3.8M
65 / 20 / 15
118 d
$4.2M
55 / 25 / 20
142 d
$5.1M
70 / 15 / 15
96 d
$4.5M
60 / 30 / 10
124 d
§ IX·Beyond a deal room
More than a deal room.
Built for transparency and speed for everyone at the table: seller, buyer, and broker.
See it on one of your deals.
30-minute walkthrough. We'll build a sanitized matrix from a deal you've already closed.