Ori Eldarov is the Co-Founder & CEO of OffDeal.

OffDeal is an AI-native investment bank for small businesses.

They offer small business owners a hassle-free way to sell their company for the highest price to the best possible buyer.

They leverage years of Wall Street experience and their custom-built proprietary AI technology to ensure your business attracts the highest number of buyers so that you can realize the full value of your life's work.

OffDeal also offers buy-side services that assist buyers with proprietary deal origination (typically add-ons) and comprehensive market mapping/market research services to support due diligence or portfolio value creation.

Takeaways

• His journey from i-banking at RBC to HBS to founding OffDeal.
• GenAI sparked Ori's interest in applying it to finance.
• His YC experience and learnings.
• Streamlining business transactions using technology.
• Marketplace challenges in SMB transactions.
• AI and human touch: The OffDeal Model.
• Building trust in a fragmented industry.
• Trends in SMB acquisitions: opportunities and challenges.
• Timing the market: when to sell a business.
• Scaling through founder-led sales.
• OPEX versus CAPEX.
• How OffDeal is focused on scale in a traditionally boutique space.

Chapters

00:00 From Banking to Entrepreneurship: A Journey Begins

05:52 The Birth of OffDeal: Innovating Investment Banking

10:08 Marketplace Challenges in SMB Transactions

14:24 AI and Human Touch: The OffDeal Model

18:10 Building Trust in a Fragmented Industry

22:31 Trends in SMB Acquisitions: Opportunities and Challenges

27:58 Timing the Market: When to Sell a Business

30:37 Scaling Through Founder-Led Sales

33:12 Establishing Trust: The Key to Success

36:40 Creating Jobs and Delivering Value

Keywords

entrepreneurship, investment banking, OffDeal, AI, small business, marketplace, trust, M&A, trends, business sales