1. Unify your deal dataA knowledge foundation that compounds over time.
  2. Enrich with market intelligenceConnect institutional and public data sources.
  3. Orchestrate pre-built deal agentsAgents that can be tailored to firm preferences.
  4. Explore. Edit. Act.Interactive reports, auditable to the source.
  5. Every stage builds on the lastKeep the deal moving through a single pane of glass.

AI-NATIVE OPERATING SYSTEM

The Intelligent M&A Platform Built for the middle market.

Midlevel is transforming how deal teams operate. Connect your data, agents, and workflows into a coordinated system of execution. Manage transactions end-to-end within one secure, AI-native workspace.

Explore the platform

  

  • 50+ deal agentsPre-built, and trainable to your firm’s preferences.
  • Double your deal capacity3,000+ hours saved last quarter.*based on activity log usage
  • Live in hoursConnect your deal documents and a pipeline — not a migration.

Why Midlevel

Built Differently.

Midlevel is not a chatbot or memo writer, it’s a full workspace architecture.

Our bring-your-own-key setup lets client organizations connect several model providers to their workspace, route default models to workflows, and switch models based on the task at hand for maximum cost efficiency.

Data Foundation

Keep your firm knowledge isolated — structured, linked and searchable.

  • Data room, drive and email ingestion
  • OCR extraction and document parsing
  • Structured deal-level knowledge lakes
  • Native CRM capabilities

Our approach to deal execution

Every major capital allocation function will be rebuilt around AI.

M&A is one of the most vital business functions - yet deal work has been done the same way for decades. Midlevel represents a step-change innovation in how deal teams operate.

  • No more endless research.
  • No more manual analysis.
  • No more disconnected diligence.
  • No more slide shuffling.
  • No more spreadsheet trackers.
  • No more lost context.

Old Model

PDFs, spreadsheets, and tribal memory.

  • Majority of time spent on manual data synthesis
  • Fragmented data across tools, platforms, drives and data rooms
  • Each diligence cycle starts from a blank page, and firm knowledge leaves with staff
  • Team bandwidth faces linear constraints
  • Knowledge evaporates
  • Synthesis is manual
  • Workflows don't connect

New model · Midlevel

One workspace. Compounding intelligence.

  • AI handles the analysis layer — extraction, synthesis, drafting
  • Humans orchestrate the agents, review draft outputs, and own the judgment calls and decisions
  • Knowledge persists — every report feeds the next, every deal process makes the next one sharper
  • Tailored to your firm's strategy, playbooks, templates, and IC deliverables
  • Deal-specific knowledge graphs
  • AI-assisted data synthesis and reporting
  • Humans orchestrate work and review

Clients

Built for the teams that run the deal.

Corporate Development Teams

Run a programmatic M&A engine with a lean team — from strategy and screening through integration and synergy tracking.

Private Equity Teams

Screen more, underwrite faster and hand portfolio companies a value creation plan built on what diligence actually found.

Advisory Teams

Prepare CIMs, buyer lists and data rooms in a fraction of the time, and keep every process in one intelligent workspace.

See it in action

AI transformation for modern deal teams.

Platform tourHow onboarding works