OffDeal
OffDeal is an AI-native investment bank focused on the lower middle market, leveraging proprietary AI technology and a lean team to disrupt traditional investment banking practices. The role involves developing sector expertise, managing full transaction processes, and collaborating with engineering to build new AI tools, all while cultivating relationships with founders and buyers.
OffDeal is an innovative investment bank focused on facilitating the sale of small businesses with annual revenues between $5 million and $100 million. The firm specializes in leveraging advanced AI technology to match business owners with qualified buyers, aiming to maximize sale prices while minimizing the time to sell. OffDeal operates on a success-fee basis, ensuring no upfront costs for clients, and offers a streamlined advisory service that accelerates the selling process, typically delivering initial offers within 45 days. Their approach emphasizes personalized service, strategic buyer engagement, and competitive market positioning to deliver optimal outcomes for business sellers.
I left JPMorgan to join an AI investment bank. It was a calculated risk, and I have no regrets.
Oct 12, 2025
OffDeal wants to help small businesses find big exits with AI agents
Sep 12, 2024
JPMorgan banker Varun Agarwal to lead investment banking at OffDeal
Oct 15, 2025
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for OffDeal.
OffDeal Advises 1Source in Acquisition by Vision Graphics
Jan 13, 2026
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