Dealflow Help Center
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Clear guidance for your next step on Dealflow.
Buyers / Investors
Find guidance on sourcing opportunities, requesting access, and managing your deal flow.
Get started buying, investing, or lending on Dealflow
Set up a mandate to find acquisition, investment, or lending opportunities.
Create a buyside project
Create a buyside project with its own criteria and primary contact.
Set industries, locations, and financial criteria
Describe the businesses and financial ranges you want your project to target.
Use additional sourcing filters
Use the extra sourcing preferences available for your project type.
Edit or duplicate a buyside project
Update an existing mandate or use its details to start a separate project.
Pause, archive, or reactivate a buyside project
Distinguish inactive projects from archived opportunities and avoid deleting a project just to pause it.
Browse businesses for sale and request access
Browse public listings and request access to an opportunity that interests you.
Understand matching scores and why a deal appears
Use fit information as a starting point for reviewing a deal, not as a substitute for diligence.
Navigate New, Active, and Archived deals
Find opportunities by their current deal status in your buyside project.
Pursue a deal or pass on an opportunity
Express interest in an opportunity or move it out of your active review.
Write an effective request for access
Give the seller enough context to understand your interest without sending an unfocused pitch.
Review and sign a standard or custom NDA
Follow the correct signing process for the agreement attached to the deal.
Find the CIM and other deal documents
Locate available deal materials after satisfying the deal's access requirements.
What to do when the CIM is not available
Check document readiness and access before following up about a missing CIM.
Message sellers and include your deal team
Keep deal correspondence and the available team recipients together.
Track IOIs, LOIs, and deal progress
Record negotiation milestones separately from exchanging offer documents.
Record a closed acquisition or investment
Record an actual completed deal and review the associated transaction details.
Change the primary contact for a buyside project
Assign the appropriate company teammate as a project's primary contact.
Filter tables, customize columns, and download deals
Adjust the deal table and export its available rows and visible columns.
Understand buyer fees and existing-relationship questions
Find the right source for fee obligations and ask about an existing relationship before relying on an exemption.
Selling / Raising
Learn about sharing a business or capital raise and managing buyer and investor interest.
Get started selling a business or raising capital
Choose the right project for a business sale or a capital raise.
Create a sellside project with the guided funnel
Use the guided sale intake to prepare a project and submit it for review.
Use advanced mode to edit your project
Use the full editor when you need more control than the guided sale intake provides.
Create a capital-raising project
Describe a capital raise and the kind of funding you are seeking.
Choose your relationship to the company
Tell Dealflow whether you are a company principal, investor, board member, or advisor.
Write a headline and company description with AI
Use AI assistance to improve your project copy while retaining responsibility for its accuracy.
Enter Revenue, EBITDA, and other financials
Enter financials in the right currency, units, and reporting periods.
Keep company identity and sensitive information confidential
Review what your teaser and documents reveal before you share them.
Upload documents or submit while preparing your CIM
Add available materials now or submit the guided intake while your CIM is still being prepared.
Choose a standard or custom NDA
Select the agreement that counterparties should complete for your deal.
Configure CIM access and delivery
Choose whether ready CIM materials are shared automatically after NDA execution or released manually.
Set outreach contacts and messages
Set the team contacts and note template used for project outreach.
Submit for review and understand approval statuses
Understand what happens between saving a draft, review, and market availability.
Understand Recommended, Contacted, and Interested
Use the sellside tabs to distinguish recommendations from recorded outreach and buyer interest.
Review the AI Buyer List or AI Investor List
Review the counterparties suggested for a business sale or a capital raise.
Understand buyer profiles and match scores
Compare a prospective counterparty's profile with your deal before reaching out.
Choose recipients and share your teaser
Choose prospective counterparties and share your project's teaser through the available outreach action.
Respond to access requests and buyer interest
Review a buyer's request before deciding how to engage and release materials.
Message buyers and follow up on a deal
Use the deal conversation for specific questions and follow-ups.
Manage signed NDAs and share the CIM
Check the recorded agreement and release CIM materials through the deal's configured workflow.
Update a deal through IOI, LOI, and closing
Keep the buyer relationship and overall project aligned with real negotiation progress.
Pause, withdraw, or mark a project successfully closed
Use the actual project states when a deal pauses, ends unsuccessfully, or closes.
Edit, duplicate, and resume a saved project
Continue an existing draft or create a separate project from its information.
Filter buyer tables, customize columns, and download results
Customize a buyer table and download its available data as a CSV.
Troubleshoot missing recommendations or financial-information warnings
Check project eligibility and data quality when recommendations are missing.
Account & Settings
Find help with your profile, team, sign-in, and account preferences.
Create your account and choose your objectives
Create a Dealflow account and confirm what you want to do on the platform.
Sign in and troubleshoot login problems
Sign in with your email and password or recover access to your account.
Edit your personal profile
Keep your name, contact information, and profile photo current.
Edit your company profile and locations
Update your company's information and maintain its office locations.
Understand company types and roles
Distinguish your company's classification from your permissions and transaction role.
Manage teammates and company access
Add colleagues to your company and understand the limits of team-management access.
Switch between buying, investing, selling, and raising
Use separate project types for acquiring, providing capital, selling, and raising.
Manage email notifications and preferences
Adjust the email preferences offered for your personal Dealflow account.
Understand profile visibility and confidentiality
Keep public-facing company information separate from deal-restricted materials.
Understand responsiveness and profile statistics
Interpret displayed activity statistics cautiously and ask about discrepancies.
Add closed transactions and tombstones
Prepare a transaction summary when recording a completed deal.
Manage company exclusions and blocked relationships
Know the difference between passing on a deal and blocking a company.
Report a concern about a deal or member
Report a deal or member concern using the available form or contact support.
Use Dealflow on mobile
Use Dealflow's responsive website from a mobile browser.
Troubleshoot uploads, missing emails, and page errors
Work through common upload, email, and page problems without creating duplicate actions.
Find membership terms, privacy information, and account-closure help
Locate the current legal information and request guidance about closing your account.
Contact Dealflow support
Send a clear support request using Dealflow's existing contact address.
Still need a hand?
Contact the Dealflow team for help with your account or a transaction.