Archerbase Announces Deal Management Platform With Patent-Pending Buyer Progression System
New platform enables brokers & business owners to manage buyer pipelines with automated qualification, digital NDA
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New platform enables brokers & business owners to manage buyer pipelines with automated qualification, digital NDA execution, & tiered document access.
DENVER, CO, UNITED STATES, October 19, 2026 /EINPresswire.com/ — Archerbase, a Denver-based software company, today announced the general availability of its deal management platform designed for confidential business transactions. The platform introduces a patent-pending system in which buyers progress through customizable stages by completing required actions, rather than relying on manual permission grants from administrators.
The platform addresses a gap in the mid-market transaction space. Enterprise virtual data rooms from providers such as Datasite, Firmex, and Intralinks serve large-cap transactions at annual costs ranging from $15,000 to $50,000 or more, often with per-page pricing. Below that tier, brokers and business owners managing deals in the $500,000 to $50 million range have largely relied on combinations of spreadsheets, cloud storage, and email to manage buyer pipelines.
“After 16 years of building software, I kept hearing the same thing from brokers and business owners. They were emailing financials as attachments with no idea who forwarded them, chasing NDA signatures over email, and managing buyer lists in spreadsheets,” said Kyle Taggart, founder of Archerbase. “Once an attachment is emailed, the sender has lost control of it. Archerbase was built so confidential documents never leave the seller’s control.”
How the Platform Works
Archerbase allows sellers to design a multi-stage buyer workflow. Each stage, including qualification, NDA execution, data room access, financial verification, and meetings, can be customized, reordered, or extended with additional steps such as custom forms, document uploads, and approval gates. Buyers advance through stages by completing required actions, and the system enforces access controls automatically.
Key capabilities include:
• Automated buyer ingestion from marketplace listings including BizBuySell, Axial, and direct website inquiries
• Digital NDA signing with identity verification and IP logging
• Three-tier document access with per-buyer watermarking and view tracking, including time-on-document measurement
• Buyer qualification scoring based on background, engagement, and financial verification
• Seller collaboration features providing read-only pipeline access for partners and advisors
• Integration with Google Drive and Microsoft OneDrive, allowing sellers to maintain documents in their own cloud storage
The buyer progression system is patent-pending.
Market Context
According to industry data, a typical mid-market broker uses three to four separate tools to manage a single transaction: a CRM for buyer tracking, cloud storage for documents, email for NDA management, and a scheduling tool for meetings. Archerbase consolidates these functions into a single platform.
The platform is available at $750 per month with no per-deal fees, per-user seats, or storage limits.
Availability
Archerbase is available now at archerbase.com. The platform supports business sales, commercial real estate transactions, franchise operations, professional practice sales, and intellectual property transactions.
About Archerbase
Archerbase is a deal management platform that provides brokers and business owners with control over the buyer journey for confidential transactions. The company is based in Denver, Colorado.
Kyle Taggart
Archerbase
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