Torchline Advisors
For Business Brokerage Firms

A business brokerage firm in a box.

The operating system top M&A advisors use to run their firm — now available to yours. Choose the CRM to upgrade your back office, or the full platform to launch a modern brokerage in days, not months. White-labeled end-to-end.

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Who it's for

Built for the firms shaping the next era of M&A.

Whether you're a solo broker outgrowing spreadsheets, a regional firm modernizing operations, or a new entrant launching a brand, Torchline gives you the institutional-grade infrastructure without the institutional build.

Established firms

Replace your CRM patchwork. Standardize how engagements, buyers, and closings move through your pipeline.

Launching firms

Skip the 12-month tech build. Go live with a polished brand, lead-generating tools, and a working deal engine.

Multi-advisor teams

Give every advisor the same modern toolkit, with role-based access and clean reporting up to leadership.

Two ways to deploy

Buy the back office. Or the whole firm.

Both tiers are fully white-labeled. Your brand, your domain, your relationships. We stay invisible.

Torchline CRM

The deal-management backbone for modern brokerage firms. Self-serve. Live the same day.

$1for 14 days

Automatically upgrades to $499/mo after your 14-day trial. Cancel anytime before then at no further charge.

  • Seller pipeline with stage automation
  • Buyer database with tagging & segmentation
  • Listings & deal tracking
  • NDA request and e-signature workflow
  • Secure data rooms for due diligence
  • Document & file management
  • Team collaboration & role-based access
  • Activity timeline on every contact
Custom built for you

Torchline OS

The full operating system. Marketing site, tools, deals — all branded as your firm, all built by us.

$1,499/ mo per firm

No self-serve trial — every Torchline OS is custom built by our team. We deliver a first-draft site for your review within one week of kickoff.

  • Everything in Torchline CRM
  • Fully branded marketing website
  • Free business valuation tool (lead magnet)
  • Listings page with NDA-gated detail pages
  • AI-powered CIM (offering memorandum) builder
  • Built-in blog & SEO infrastructure
  • Advisor profiles & team pages
  • Lead capture forms wired into your CRM
  • Booking flow for discovery calls
  • Custom domain (your-firm.com)

Torchline CRM is self-serve and live the same day. Torchline OS is custom built by our team — first-draft site delivered for your review within one week of kickoff.

Side by side

What's the difference?

CapabilityTorchline CRMTorchline OS
Seller / buyer / deal pipeline
NDA workflow & e-signatures
Secure data rooms
Branded marketing website
Public listings page (NDA-gated)
Free valuation tool (lead magnet)
AI CIM builder
Built-in blog & SEO
Custom domain (yourbrokerage.com)
Branded PDFs (CIMs, valuations, NDAs)
Inside the CRM

Two pipelines. Every deal, end to end.

Torchline's CRM runs on two purpose-built kanban boards: a firm-wide Seller pipeline that tracks owners from first contact to a signed listing agreement, and a Buyer pipeline per listing that tracks every qualified buyer through NDA, data room, IOI, and LOI.

Seller pipeline — firm-wide

One board across all advisors
New
8
Acme HVAC
Riverside Dental
Northside Auto
Contacted
6
Bluebird Bakery
Summit Logistics
Discovery Call
4
Pinecrest Landscaping
Harbor Marine
Valuation Sent
3
Greenfield Tools
Coastal Plumbing
Proposal Sent
2
Ironclad Welding
Agreement Sent
2
Cedar Print Co.
Agreement Signed
1
Lakeside Cafe →

When a seller reaches Agreement Signed, the CRM converts them into a live listing — and spins up a dedicated buyer pipeline for that deal.

Buyer pipeline — per listing · Lakeside Cafe

One board per signed engagement
Initial Outreach
14
Hospitality PE Group
M. Tanaka
Westwind Holdings
Editing NDA
5
J. Alvarez
Bayhill Capital
Signed NDA
7
R. Okafor
Cypress Partners
Have Data Room
4
Anchor Equity
S. Patel
IOI Submitted
3
Cypress Partners — $2.4M
LOI Submitted
2
Bayhill Capital — $2.6M
LOI Accepted
1
Anchor Equity — $2.75M
Passed
9
—

Every buyer card carries its NDA status, data-room access, and offer history — so advisors always know who's where, and what's next.

Flow:Seller leadSigned listingBuyer outreachNDA + data roomClosed deal
How it works

Live in a week. Not a year.

Torchline CRM — self-serve

Live the same day.

  1. 01
    Start your $1 trial
    Sign up online. Full access for 14 days.
  2. 02
    Invite your team
    Add advisors, import contacts, and start running pipeline.
  3. 03
    Auto-upgrade
    After 14 days, your account converts to the $499/mo plan. Cancel anytime before then.
Torchline OS — custom built for you

First-draft site in one week.

  1. 01
    Discovery call
    We learn your firm, market, brand, and what success looks like.
  2. 02
    Brand & content intake
    You send logo, colors, domain, team bios, and any existing content. We handle the rest.
  3. 03
    We build your site
    Our team customizes a white-labeled Torchline OS deployment with your branding, copy, and imagery.
  4. 04
    First-draft review (within 1 week)
    You review a live working draft. We iterate until it's right, then point your domain and go live.
Why Torchline

Built by brokers, for brokers.

Torchline isn't a generic CRM repurposed for M&A. Every workflow — seller intake, buyer matching, NDA flow, CIM creation, data rooms, closings — was built around how lower-middle-market deals actually get done. We use it ourselves at Torchline Advisors to run real engagements every day.

  • Bank-grade security
    Row-level data isolation per firm. SOC 2 controls. Encrypted at rest and in transit.
  • Real institutional rigor
    Investment-banking workflows, not contact lists with a deals tab.
  • Production-ready documents
    CIMs, valuations, and NDAs your buyers won't question.
100%

white-labeled.

Your brand on every page, every PDF, every email. Your clients never see Torchline. We're the engine — you're the firm.

Frequently asked

Questions, answered.

Is there a trial?+

Torchline CRM: yes — $1 for 14 days, full access. After 14 days your account automatically upgrades to the $499/mo plan; cancel before then and you won't be charged again. Torchline OS: no trial. Every Torchline OS deployment is custom-built by our team for your firm's brand, content, and domain, so there's no self-serve sign-up.

Can I migrate from my existing CRM?+

Yes. For Torchline OS, data migration from HubSpot, Salesforce, Pipedrive, DealCloud, or spreadsheets is included in onboarding. For Torchline CRM, you can self-import contacts via CSV, or upgrade to a guided migration package.

How white-labeled is it really?+

Torchline OS is 100% white-labeled — your logo on the header, your colors throughout, your domain (firm.com), branded CIMs and valuation reports, branded transactional emails. Torchline doesn't appear anywhere your clients see. Torchline CRM is an internal tool for your team and runs on the Torchline-branded app.

How long until we're live?+

Torchline CRM: same day — sign up and start using it. Torchline OS: our team delivers a first-draft custom site for your review within one week of kickoff. We then iterate with you until it's right, point your domain, and go live.

What's included in the Torchline OS build?+

Custom logo placement, color palette, fonts, your firm's content across marketing pages, your team bios and headshots, your listings, your domain configuration, branded PDFs, and branded transactional emails. We do the work — you review and approve.

Can I cancel?+

Month-to-month, cancel anytime. You retain a full export of your data on cancellation.

Do you support multiple advisors / offices?+

Yes. Both products support multiple advisors with role-based access. Torchline OS additionally supports advisor profile pages on your public site.

What about buyers and sellers from outside Torchline?+

On Torchline OS, public lead capture forms feed directly into your CRM. Existing buyers can be bulk-imported. NDAs and data rooms work for any external party — no Torchline account required for them.

Is there a setup fee for Torchline OS?+

No separate setup fee. Custom build, branding, content load, domain configuration, and team onboarding are included in the monthly subscription.

Run your firm on the rails the best brokers use.

Pick a plan, or talk to us. Either way, you'll be running better deals in days.

Book a demo