Your deal room. Confidential. Always available.
Three NDA-bound portals — one for sellers, one for qualified buyers, one for broker partners. Track your engagement, exchange documents, and message your advisor in one secure place.
Three portals. One sector-specialist process.
Sellers, buyers, and broker partners each have their own NDA-bound deal room. Choose your access below.
Seller Portal
Track your sale process end to end — CIM status, buyer outreach, IOI/LOI, diligence requests, and closing milestones.
- Confidential deal room
- NDA-bound buyer activity log
- Document signing + tracking
- Direct advisor messaging
Buyer Portal
Receive matched opportunities first. Manage your acquisition criteria, NDA library, and active mandate engagements.
- Matched opportunity feed
- NDA library + status
- Active mandate tracking
- Buyer profile + criteria
Broker Portal
Co-advisory partners track referred clients, deal economics under the 70/30 split, and joint engagement progress.
- Referred client tracking
- 70/30 economics dashboard
- Joint engagement notes
- Commission statements
Everything you need in one secure place.
Transaction Documents
CIMs, IOIs, LOIs, diligence files. Versioned, audit-logged, and downloadable for your records.
NDA & Agreement Status
Live status of every NDA and engagement letter, with countersignature tracking and expiry dates.
Deal Progress Updates
Phase-by-phase milestones, buyer activity, manufacturer approval status, closing timeline.
Secure Messaging
Direct line to your advisor. NDA-bound thread per engagement. No messages outside the system.
Trouble logging in? We'll get you back in.
Most access issues are SSO or browser-cache related and resolve in under 10 minutes. For credential resets or new portal access, contact us directly.