Owners
Selling / Raising

Choose recipients and share your teaser

Choose prospective counterparties and share your project's teaser through the available outreach action.

Choose prospective counterparties and share your project's teaser through the available outreach action.

Before you start

The project must be eligible for new outreach. Review the teaser, contacts, and message before selecting recipients.

Steps

  1. Open Recommended and inspect the profiles you are considering.

  2. Select the intended rows and use Share Teaser.

  3. Review any confirmation and submit the action once.

  4. Check the resulting relationship status and the Contacted tab before attempting another share.

What happens next

The sharing action records outreach for the selected relationships. It does not prove email delivery, readership, or buyer interest.

Common problems

If sharing is blocked, read the project's approval or market-state warning. Do not bypass the restriction by creating a duplicate project. Correct the underlying information or ask support about the status.

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Enter Revenue, EBITDA, and other financials

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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.

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Choose whether ready CIM materials are shared automatically after NDA execution or released manually.

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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.

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Still need a hand?

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

Contact support