Free OpenClaw Skill for Business Brokerages: Deal Coordinator Agent (Download)

What this skill does for your business brokerages

• Triages new buyer inquiries from BizBuySell, BusinessBroker.net, DealStream, and Axial by intent (tire-kicker, qualified, strategic, financial buyer) and drafts the gatekeeping reply.
• Tracks NDA execution per listing and per buyer, with the unsigned NDA chased at 48 hours and at day 7, and the executed NDA filed against the buyer record automatically.
• Distributes teasers and CIMs after NDA execution with the version stamped per recipient so leak source is traceable.
• Manages LOI follow-up at day 3, day 10, and day 21 with the deal team alerted when the buyer goes silent past the LOI exclusivity window.
• Runs the diligence chase between LOI and close: Q of E, financials, lease assignment, working capital target, holdback, and the closing checklist items keyed to the multiple of SDE or EBITDA in the LOI.

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: business-broker-deal-coordinator
description: Deal coordinator agent for business brokerages. Handles buyer inquiry triage, NDA execution tracking, CIM and teaser distribution, LOI follow-up, and post-LOI diligence. Integrates with BizBuySell, DealStream, Axial, DealCloud, DealRoom.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/business-brokers
---

# OpenClaw Skill: Business Brokerage Deal Coordinator

## Overview

This skill turns the OpenClaw agent into a deal coordinator equivalent for
your business brokerage. It does not replace the deal coordinator role: it
amplifies it. The skill owns the inquiry triage, the NDA chase, the CIM
distribution version control, the LOI follow-up, and the post-LOI diligence
nudges so the human deal coordinator spends the day on buyer vetting and
seller hand-holding.

It is designed for main-street brokers (deals under $5M enterprise value)
and lower-middle-market brokers (deals $5M to $50M). For larger deals, the
workflow generally lives in DealCloud or DealRoom anyway and the skill
operates on top of those rather than replacing them.

## What this skill does

1. New buyer inquiry triage and gatekeeping reply across BizBuySell,
   BusinessBroker.net, DealStream, Axial
2. NDA execution tracking per buyer per listing with version control
3. Teaser and CIM distribution with per-recipient watermarking
4. LOI follow-up at day 3, 10, 21 with exclusivity-window alerts
5. Post-LOI diligence chase: QofE, financials, lease assignment, working
   capital target, holdback, closing checklist
6. SDE / EBITDA multiple-keyed diligence depth selection

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0 8 * * *"            # Daily 8am
    action: triage_overnight_inquiries

  - type: heartbeat
    schedule: "0/30 * * * *"         # Every 30 minutes
    action: poll_listing_platforms_for_new_inquiries

  - type: on_event
    event: nda.signed_by_buyer
    action: distribute_cim_with_watermark

  - type: on_event
    event: loi.signed
    action: enter_post_loi_diligence_chase

  - type: on_event
    event: diligence.checklist_item_received
    action: log_to_deal_memory

  - type: heartbeat
    schedule: "0 9 * * 1"            # Mondays 9am
    action: compile_weekly_deal_status
```

## Workflow: inquiry triage

When a new inquiry lands on BizBuySell, BusinessBroker.net, DealStream, Axial,
or BizQuest, the agent:

1. Classifies the inquiry as: tire-kicker (no buyer profile, asking for
   financials pre-NDA), qualified individual (buyer profile present,
   reasonable budget), strategic (industry-matched corporate buyer), financial
   buyer (PE platform, search fund, family office), or competitor probe
2. Drafts the gatekeeping reply appropriate to the classification
3. For qualified inquiries, drafts the NDA execution request with the
   buyer-profile questionnaire attached
4. For PE and strategic buyers, routes to the lead broker with a personal-note
   draft rather than the standard form reply
5. Logs the classification and the source platform to the listing memory

Most listings see 15-50 inquiries per week. The skill keeps the broker's
attention on the 5-10 that are actually worth a call.

## Workflow: NDA execution tracking

When an NDA is sent to a buyer, the agent:

1. Logs the buyer, the listing, the NDA version, and the send date to the
   deal memory
2. At hour 48 if unsigned: drafts a courtesy reminder to the buyer
3. At day 7 if unsigned: drafts a final follow-up with a note that the
   buyer's spot in the queue will be released
4. On execution: files the signed NDA against the buyer record, watermarks
   the next-step CIM with the buyer's identifier
5. Tracks the NDA expiration (typically 12-24 months) per buyer per listing

## Workflow: CIM and teaser distribution

When an NDA is executed, the agent:

1. Pulls the latest CIM and teaser version from the document repository
2. Watermarks the CIM with the buyer's identifier, the recipient name, and
   the distribution date (the watermark is visible and forensically traceable
   if a leak surfaces)
3. Delivers via the secure portal or encrypted email per broker preference
4. Logs the distribution to the deal memory with a content hash

The watermarking is deliberately conservative. If a leak surfaces on the
broker community, the source is traceable to a specific buyer in seconds.

## Workflow: LOI follow-up

After an LOI is sent to a buyer or received from a buyer, the agent:

1. Day 3: drafts a check-in if the LOI is outstanding
2. Day 10: drafts the substantive follow-up referencing the LOI's exclusivity
   window and the diligence calendar
3. Day 21: alerts the broker if the buyer has gone silent past the LOI
   exclusivity window with a recommendation to release back to market

The LOI exclusivity window is typically 30-60 days. The skill is calibrated
to keep the deal alive inside that window and to surface the release decision
explicitly to the broker.

## Workflow: post-LOI diligence

After LOI execution, the agent stages the diligence checklist appropriate
to the deal's SDE or EBITDA multiple range:

- 2-3x SDE (main-street, under $1M EV): basic financials, tax returns,
  lease, working capital, customer concentration
- 3-5x SDE or 3-5x EBITDA (mid-range main-street, $1M-$5M EV): add owner-add-
  back schedule, customer contracts, employee handbook, environmental Phase I
  if real estate
- 5-7x+ EBITDA (lower-middle-market, $5M+ EV): full Quality of Earnings
  (Q of E), management interviews, customer interviews, formal legal due
  diligence

The skill chases each checklist item through the buyer and seller, logs
receipt, and pings the broker on Slack when an item is stalled.

## Memory keys

```yaml
memory:
  - key: listing.profile[{listing_id}]
    description: Per-listing metadata and stage
    schema: { listing_id: string, industry: string, asking_price: number, sde_multiple: number, ebitda_multiple: number, stage: enum }

  - key: buyer.profile[{buyer_id}]
    description: Per-buyer classification and trust score
    schema: { classification: enum, source: string, ndas_executed: array, deals_closed: int, trust_score: number }

  - key: deal.nda_tracker[{listing_id}][{buyer_id}]
    description: NDA execution state per buyer per listing
    schema: { sent: date, signed: date, version: string, expires: date }

  - key: deal.cim_distribution[{listing_id}][{buyer_id}]
    description: CIM distribution log with watermark
    schema: { distributed: date, watermark_id: string, content_hash: string }

  - key: deal.loi[{listing_id}][{buyer_id}]
    description: LOI state and exclusivity tracking
    schema: { sent: date, signed: date, exclusivity_days: int, expires: date }

  - key: deal.diligence_checklist[{listing_id}][{buyer_id}]
    description: Post-LOI diligence item status
    schema: { items: array, complete: int, total: int, stalled: array }
```

## Required integrations

| Integration              | Purpose                                        | Read | Write |
|--------------------------|------------------------------------------------|------|-------|
| BizBuySell               | Listing inquiries and listing management       | yes  | optional |
| BusinessBroker.net       | Listing inquiries                              | yes  | no    |
| DealStream               | Listing inquiries and buyer connections        | yes  | no    |
| Axial                    | Lower-middle-market buyer inquiries            | yes  | no    |
| BizQuest                 | Listing inquiries                              | yes  | no    |
| DealCloud / DealRoom     | CRM and deal pipeline                          | yes  | yes   |
| HubSpot / Salesforce     | CRM alternative                                | yes  | yes   |
| Document repository      | CIM and teaser version control                 | yes  | yes   |
| VDR (Intralinks, Datasite) | Diligence room activity tracking             | yes  | no    |
| OpenClaw Memory          | Listing and deal memory                        | yes  | yes   |
| OpenClaw Heartbeat       | Scheduled triage and follow-up                 | yes  | yes   |

## Confidentiality notes

By default the skill works on listing identifiers, buyer identifiers, and
stage metadata. It deliberately does not put seller names, exact financials,
or deal terms into outbound communication before NDA execution. Set
`confidentiality_mode: strict` and even the listing industry will be
tokenized in pre-NDA buyer communication.

The CIM watermarking is conservative on purpose. Leaks happen, and a
forensically traceable watermark is the broker's only realistic remedy.

## Configuration

```yaml
config:
  brokerage_name: "Your Brokerage"
  voice: "professional-direct"
  approval_mode: broker_approves_all
  confidentiality_mode: standard
  inquiry_classifications: [tire_kicker, qualified_individual, strategic, financial_buyer, competitor_probe]
  nda_chase_cadence_days: [2, 7]
  nda_expiration_months: 18
  loi_follow_up_cadence_days: [3, 10, 21]
  loi_exclusivity_default_days: 45
  diligence_depth_by_multiple:
    low: { range: "2x-3x SDE", checklist: standard_main_street }
    mid: { range: "3x-5x SDE/EBITDA", checklist: enhanced_main_street }
    high: { range: "5x+ EBITDA", checklist: lower_middle_market }
  watermark_format: "{buyer_id}-{distribution_date}-{content_hash_short}"
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv business-brokers.md ~/.claude/skills/business-broker-deal-coordinator.md
# Edit the config block to match your brokerage
```

Launch OpenClaw and the skill is live. Run `triage inquiries` or
`run loi follow-up` to invoke it on demand, or wait for Heartbeat to fire
on the configured schedule.

## Want it wired to your stack?

The free SKILL.md is the starting point. If you want it plugged into your
franchise system, your QofE provider, your preferred SBA lenders, and your
house gatekeeping style on a fixed-price two-week clock, the door is at
https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded business-brokers.md as ~/.claude/skills/business-broker-deal-coordinator.md (or your brokerage-level .claude/skills/). OpenClaw picks up new skill files on next agent launch.

2. 2

   Connect your listing platforms and deal pipeline tool

   Edit the integrations block to point at your BizBuySell broker account, DealStream and Axial seats, and your CRM (DealCloud, HubSpot, Salesforce, or DealRoom). Read access is enough for inquiry triage and NDA tracking. The skill includes adapter prompts for the Sunbelt and Transworld franchise systems if your office uses them.

3. 3

   Launch in approval mode, validate, then flip to autonomous

   Start with the lead broker approving every outbound buyer message for the first month. The skill defaults route anything that touches valuation, deal terms, or seller-side disclosure to the broker. After validation, flip the gatekeeping replies and NDA chase to autonomous; keep LOI and post-LOI in broker-approves mode.

Example conversation

Common questions

Related free skills