Buyer Quick Start

Tell sellers who you are

A complete buyer profile builds trust and unlocks faster responses from sellers and brokers.

• Add your acquisition focus — industries, deal size, geography
• Set your financial capacity and timeline
• Complete your Qualification Profile to earn a readiness score (advisory — it never blocks access, it just helps sellers prioritize you)

Tip: A higher readiness score gets you to the front of a seller's inbox.

Find businesses worth pursuing

Search the marketplace and shortlist the listings you want to act on.

• Use filters (industry, revenue, location, asking price) to narrow the field
• Save listings you like so they're easy to return to
• Open a listing to see its public summary; deeper financials unlock after you inquire and sign an NDA

Unlock the confidential layer

When a listing looks promising, send an inquiry. The seller reviews it and, once you sign the NDA, you gain access to confidential materials.

1. Submit an inquiry from the listing
2. Sign the NDA when prompted — this advances you to data-room access
3. Your Deals Hub now tracks this opportunity end-to-end

Signing the NDA automatically grants you secure data-room viewing for that deal.

Dig into the details

With access granted, review documents and assess the business.

• Open the Advanced VDR to read financials, contracts, and operational docs
• Use the DD Workspace to organize your review into workstreams
• Lean on AI analysis to summarize documents and surface risks faster

Some diligence tools depend on your plan tier — you'll see an upgrade prompt where applicable.

Move toward a deal

When you're ready, open negotiations and submit your terms.

• Start in Negotiations to propose deal terms
• Track counteroffers and revisions in one place
• A signed LOI advances the deal into the workspace where you'll manage closing

You've now gone from browsing to a live offer — the rest of the journey (closing, integration) has its own guides.