Optionality is a Montreal-based platform founded in 2023 that specializes in mergers and acquisitions (M&A) advisory and value creation strategies. The company uses AI technology to support private equity, M&A, and financing professionals, aiming to enhance workflows and empower advisors in their roles. Optionality’s mission is to transform the M&A industry by helping advisors build trust, expand deal pipelines, and optimize business valuations.

The platform offers several core services, including AI-powered business valuation, value creation roadmaps, automated deal documentation, and benchmarking analysis. It also features an AI Copilot that assists advisors in generating insights and preparing client-facing materials. Optionality is designed for M&A consultants, private equity analysts, and business owners looking to maximize their valuation and streamline their exit strategies. The company is backed by Inovia VC and has a focus on scaling its AI capabilities to meet the growing demand for business exits in the future.