Owners
Buyers / Investors

Message sellers and include your deal team

Keep deal correspondence and the available team recipients together.

Keep deal correspondence and the available team recipients together.

Before you start

Open the deal conversation from your buyside project.

Steps

  1. Select Messages in the deal drawer.

  2. Review the To and Cc recipients offered by the conversation and include the appropriate available participants.

  3. Write your message, attach relevant files if needed, and choose Send Message.

  4. Check that the message appears in the conversation before sending it again.

What happens next

The message becomes part of the deal's activity history. Adding a recipient to a message is not a general invitation to your company or an email auto-forwarding rule.

Common problems

Use the company Team settings to add a colleague who is not yet a member. Passing on a deal does not automatically remove its conversation; do not assume a passed deal's previous messages disappear.

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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.

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.

Still need a hand?

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

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