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OffDeal

1-50 employees· United States

AI-native investment bank pairing bankers with software engineers to deliver full-service M&A advisory to founder-led businesses selling for $1–20 million in annual profit.

Financial Services
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Use Cases (1)

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OffDeal
85%
internal eval accuracy after migrating to claude agent sdk

OffDeal is an AI-native investment bank that uses Claude to run every stage of M&A advisory — from sourcing sellers and finding buyers to writing investment memoranda and running diligence. After migrating to the Claude Agent SDK and iterating on MCP design, the firm raised internal eval accuracy from 25% to 85% and collapsed 12 independent agentic workflows into a single general-purpose agent called Archie. With four bankers each managing 5–8 concurrent deals, OffDeal closed 8 transactions totalling $91 million in its first year.

Financial ServicesCClaudeCCClaude Code
OffDeal AI Use Cases & Strategy | Applied