Owners
Selling / Raising

Choose your relationship to the company

Tell Dealflow whether you are a company principal, investor, board member, or advisor.

Tell Dealflow whether you are a company principal, investor, board member, or advisor.

Before you start

Confirm which company the transaction concerns and who has authorized you to represent it.

Steps

  1. At the guided intake's relationship question, choose CEO / CFO / Owner, Investor / Board Member, or Advisor as appropriate.

  2. Answer the follow-up questions and supply the company information requested for that path.

  3. If you are an advisor, review any mandate or fee-related fields in the full editor for your actual arrangement.

  4. Check the relationship before submitting the project.

What happens next

The project records the role you declare and offers the corresponding intake path. A role selection does not itself establish a mandate or verify legal authority.

Common problems

Do not use a different relationship just to skip fields. If your role does not fit the offered choices, ask support how to describe it before sharing the deal.

Related articles

More in Selling / Raising

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.

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.

Still need a hand?

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

Contact support