BUYER Tools
Decide exactly who sees what, and take it back anytime
Control who can see full financials, contact details, and documents, and remove access without resending anything.
Common problems with uncontrolled sharing
A few problems tend to show up when information is shared by sending files:
Sensitive financials and contact details can reach people who shouldn't see them.
Buyers can find enough information to identify the business.
Buyers can contact the owner directly.
Files get resent every time access changes.
It's hard to keep track of who has what.
Access you grant and remove yourself
Every listing and document is shared through the platform, so you control visibility from one place.
Choose between a blind listing and a full listing for each audience
Share with buyers, buyers' brokers, colleagues, or select members of your private network
Grant or remove access at any time
Access changes without resending files
See who has access to what, in one place
Step by step
How access moves through it
1
Set the visibility of the listing
Blind for early interest, full for cleared buyers.
2
Choose who gets access
Buyers, buyers' brokers, colleagues, or your private network.
3
Grant access
People see exactly what you've allowed, nothing more.
4
Remove it whenever you need to
Access closes without resending anything or losing track of who has what.
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Control that doesn't depend on memory
Sharing stops being something you track by hand and becomes a setting you manage.
Sensitive financials stay with the people you've cleared
Contact details are limited, so buyers can't bypass you
Access can be cut off the moment a deal falls through
Connected to the rest of the deal
Privacy & Access Controls sits underneath the rest of the Buyer Tools.
All tools
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Proof of Funds
Collected as part of the same intake.
See how it works
NDA & Confidentiality
Qualified buyers sign before sensitive details are shared.
See how it works
Blind Listings & Private CIMs
Approved buyers move from a blind listing to full details.
See how it works
Buyer Intake & Qualification
Proof of funds is collected inside the same intake.
See how it works
Frequently asked questions
Answers to what brokers usually ask about privacy and access controls.
Who can I share a listing with?
Buyers, buyers' brokers, colleagues, or select members of your private network.
Can I remove someone's access after sharing?
Yes. You can grant or remove access at any time, without resending files.
Can I set different levels of access for different people?
You can choose between a blind listing and a full listing for each audience.
Can I see who has access to what?
Yes. You can see who has access to what, in one place.
