The platform behind a modern brokerage
Sequi is the client experience layer for business brokers. Your sellers and buyers get a clean, branded environment to view deals and manage documents, while you get a visual dealfront to present and organise every listing. It connects to the CRM you already use, so your funnel keeps running where it is. Your name on it, not ours.
Deal management wasn’t built for brokers
Business brokers juggle listings, buyer pipelines, NDAs, LOIs, and closing checklists across spreadsheets, shared drives, and generic CRMs. Nothing was designed for the way you actually work — and your clients can tell.
Your brokerage. Modernised, not replaced.
Sequi is the layer your clients actually see. Your CRM keeps managing your funnel; Sequi gives your sellers and buyers a clean, branded place to view their deal, work through documents, and stay oriented, the modern experience they now expect. For you, every listing becomes a polished deal page with a secure data room behind it. You keep the relationships, the brand, and the economics. We just make the experience look like you built it yourself.
How it works
Sequi sits alongside the CRM you already use and connects to it through its API, so your funnel keeps running where it is and you’re not double-keying data. Sequi becomes the client-facing layer on top: platform.yourbrand.com, looking like a natural extension of your firm.
Every listing becomes a clean, branded deal page: headline financials, key facts, location, and the full business overview, presented the way buyers expect to see them. No more piecing a story together across PDFs and emails.
Open a secure, NDA-gated data room and control exactly who sees what. Sellers and buyers get a self-serve environment to manage and review documents, with direct messaging to their advisor built in. Everything in one organised place, instead of scattered inboxes.
Everything you need to run deals
A visual dealfront for your brokers
See every seller, deal, and conversation in one organised view. Sequi gives your team a clean place to manage how deals are presented, without digging through inboxes and spreadsheets.
A seller experience that reflects on you
Your sellers log into a clean, branded portal to view their deal and manage their data room, with their advisor one click away. No more emailing documents back and forth.
A buyer view that looks like the platforms they expect
Buyers browse your live deals, filter by industry, and save the ones they’re interested in, in an interface as polished as the modern marketplaces they already use.
Every deal, professionally presented
Each listing becomes a structured deal page: headline financials, key facts, location, and a secure, NDA-gated data room. The polished presentation buyers expect, without building it by hand.
Sits alongside the CRM you already use
Sequi connects to any major CRM through its API. Your CRM keeps running your funnel; Sequi is the client-facing experience layer on top. Nothing to migrate, nothing to replace.
See how buyers engage with your deals
Track views, saves, and whatever else matters to your firm. Sequi’s engagement tracking is configurable, so you see the activity you care about across your listings.
We handle the setup
Getting started is straightforward. Here’s what to expect.
White-label setup
We configure the platform with your logo, colors, domain, and email templates so it looks and feels like your own product from day one.
Data migration
We help you import existing listings, buyer contacts, and deal history so you can hit the ground running without starting from scratch.
Team onboarding
We walk your brokers and support staff through the platform with live training sessions and reference materials tailored to your workflows.
Ongoing support
After launch, our team is available for questions, feature requests, and platform updates. You're never on your own.
Get in touch
Want to see Sequi in action? Book a demo or drop us a message.