About Optionality
Optionality helps business owners get exit ready: free assessment, custom exit plan, and coaching to sell for more.
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- Montreal, Quebec
- Founded
- 2024
- Company type
- Privately Held
Optionality is an AI platform built to help entrepreneurs understand their true value, plan their exit, and navigate the biggest transaction of their life - long before they ever think they’re “for sale.”
Most business owners only discover what their company is really worth when it’s almost too late to change the outcome. Optionality flips that script. We give entrepreneurs instant visibility into their valuation, buyer universe, benchmarks, red flags, and the levers that actually drive enterprise value in their sector.
At the same time, Optionality gives advisors - M&A boutiques, accounting firms, banks, and investors - a powerful co-pilot to support owners earlier, source better off-market opportunities, and run a more strategic, data-driven process from first meeting to close.
Powered by advanced AI models, proprietary private-company datasets, and real transaction intelligence, Optionality helps both sides of the table move faster and make better decisions. Whether the goal is selling, buying, raising capital, or simply preparing for the future, the platform gives clarity and direction.
Our mission is simple: give every entrepreneur real optionality - and give the advisors who support them the tools they need to unlock better outcomes.
We're backed by Inovia Capital, Luge Capital, and supported by Google and Cohere.
Specialties
- Enterprise Valuation
- M&A
- Value Creation
- Exit Planning
- AI
- Fintech
- Generative AI
- Agentic AI
- AI Agent
- PItchbook
- and CIM
Company locations
85 Saint-Paul St W, 120, Montreal, Quebec H2Y 3V4, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 2,848
- People linked to this company
- 22
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
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