Partner / Advisor Quick Start
Welcome! Service providers (legal, accounting, M&A advisory) operate from a dedicated partner workspace. This guide gets you from setup to delivering work inside deals.
What you can do as a partner
- Run your organization from a dedicated partner workspace
- Get discovered in the Referral Network directory
- Accept engagements that pull you into a deal with scoped access
- Deliver work securely inside the deal data room
5 steps to get started
1. Set up your organization
Complete partner onboarding: company info, contacts, services, and certifications. This creates your organization and your admin account. If you signed up as a buyer/seller/broker, you can still set up a partner org from the onboarding screen or partner settings.
Partner Onboarding (/partner/onboarding), Partner Settings (/partner/settings)
2. Complete your directory profile
Fill out specializations, geographic coverage, certifications, and team details so deal teams can find and trust you.
Partner Directory (/partner/directory), Partner Settings (/partner/settings)
3. Find and accept engagements
Review incoming engagements and their scope, then accept to join the deal's workspace with the right access.
My Engagements (/partner/engagements)
4. Deliver work in the data room
Once engaged, work inside the deal's secure data room: view the documents you have been granted, upload deliverables (reports, memos, opinions), and collaborate via Q&A and messages. Your access is scoped to the engagement.
My Engagements (/partner/engagements)
5. Track performance and billing
Review engagement and performance metrics in Analytics, and manage invoices and subscriptions in Billing.
Partner Analytics (/partner/analytics), Partner Dashboard (/partner/dashboard)
Next steps
Explore the Managing Your Data Room and Running Due Diligence guides to sharpen your delivery.