Owners
Buyers / Investors

Change the primary contact for a buyside project

Assign the appropriate company teammate as a project's primary contact.

Assign the appropriate company teammate as a project's primary contact.

Before you start

The intended contact should already be an eligible member of your company.

Steps

  1. Open the buyside project menu and choose Edit Project.

  2. Find Primary Contact and select the appropriate person from the available company members.

  3. Save the project.

  4. Reopen its details to confirm the contact is correct.

What happens next

The saved contact identifies the person responsible for the mandate. This does not transfer company ownership or grant administrative permissions.

Common problems

If the person is missing, check Team settings and the company associated with the account. Do not create a duplicate member with a different email just to bypass an existing-account error.

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Describe the businesses and financial ranges you want your project to target.

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Use the extra sourcing preferences available for your project type.

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Use fit information as a starting point for reviewing a deal, not as a substitute for diligence.

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Express interest in an opportunity or move it out of your active review.

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Give the seller enough context to understand your interest without sending an unfocused pitch.

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Follow the correct signing process for the agreement attached to the deal.

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Locate available deal materials after satisfying the deal's access requirements.

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Check document readiness and access before following up about a missing CIM.

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Keep deal correspondence and the available team recipients together.

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Record negotiation milestones separately from exchanging offer documents.

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Find the right source for fee obligations and ask about an existing relationship before relying on an exemption.

Still need a hand?

Contact the Dealflow team for help with your account or a transaction.

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