Every client's sale, from one account
Arrhis for brokers and M&A advisors: a room per client with your NDA, verified numbers and buyer activity, all watched from one dashboard.
One dashboard for every room
Which buyer is furthest along in each deal, and which rooms are close to their end date.
All rooms
4 active of 5
| Room | Furthest buyer | NDAs | Days left |
|---|---|---|---|
| FormlyOrtega Holdings. Jane Ortiz, 2 hours ago |
| 7 | 61 |
| PagecraftOrtega Holdings. Marcus Lee, yesterday |
| 3 | 78 |
| TallyboardDana Whitfield. Ana Petrova, 3 days ago |
| 12 | 24 |
| Kiln TemplatesKiln Studio. No buyer activity yet |
| 0 | 88 |
Client workspaces
Each client's rooms, buyers and activity stay together, and apart from every other deal you run.
Rooms under your name
Buyer links on your domain, rooms under your firm's name and logo. One DNS record to set up.
rooms.harborlane-advisors.com/r/k7Qm2vXa9Lp
Harbor Lane Advisors
Confidential sale: Formly
Advisor plans
Pay monthly, or once a year for the extras listed. Buyers never pay.
Advisor Starter
Up to 5 active rooms
- Monthly
- $499
- per month
- Annual
- $4,990
- billed once a year
- 5 active rooms
- Client workspaces
- Buyer analytics across rooms
Annual plans also get
White-label domain, 1 Exit Pack setup.
Advisor Pro
Up to 20 active rooms
- Monthly
- $1,490
- per month
- Annual
- $14,900
- billed once a year
- 20 active rooms
- White-label rooms
- Client workspaces
- Buyer analytics across rooms
Annual plans also get
3 Exit Pack setups, Priority support.
Set up your first client room.
Sign in with your work email, pick a plan, and create a workspace for your first client.