Owners
Selling / Raising

Submit for review and understand approval statuses

Understand what happens between saving a draft, review, and market availability.

Understand what happens between saving a draft, review, and market availability.

Before you start

Finish the applicable company and recent financial fields and review the information you intend to share.

Steps

  1. Use Submit for Review in the guided flow or the relevant submission action in the full editor.

  2. Read the returned project status. Draft means it has not successfully entered the submitted state; Pending Review means review is still needed.

  3. Resolve any missing information or requested corrections in the existing project.

  4. After approval, check the project state and available actions before attempting discovery or outreach.

What happens next

Approval and publication eligibility are separate checks. Market discovery requires approval, an eligible market status, and recent Revenue and EBITDA; saving or submitting does not guarantee publication or email dispatch.

Common problems

On Hold, Deal is Dead, or closed projects are not ordinary new-discovery states. Existing discussions can have different availability from new outreach. No review-response time is promised in this article.

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Use the guided sale intake to prepare a project and submit it for review.

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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.

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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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Pause, withdraw, or mark a project successfully closed

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Edit, duplicate, and resume a saved project

Continue an existing draft or create a separate project from its information.

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