Owners
Buyers / Investors

Track IOIs, LOIs, and deal progress

Record negotiation milestones separately from exchanging offer documents.

Record negotiation milestones separately from exchanging offer documents.

Before you start

Open an active opportunity and confirm that the milestone has actually occurred.

Steps

  1. Open the deal's status actions.

  2. Choose We Submitted an IOI or We Submitted an LOI for the applicable milestone.

  3. Update the status again when the deal moves Under LOI or reaches another available stage.

  4. Use Messages to discuss next steps and exchange relevant documents through the agreed process.

What happens next

The project reflects your reported progress. A status change does not draft, deliver, sign, or legally accept an IOI or LOI.

Common problems

For custom-NDA deals, later stages require the fully executed PDF to be on file. If a status update fails, check the error and current status before trying again.

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Create a buyside project with its own criteria and primary contact.

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Use the extra sourcing preferences available for your project type.

Edit or duplicate a buyside project

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Distinguish inactive projects from archived opportunities and avoid deleting a project just to pause it.

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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.

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.

Message sellers and include your deal team

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Record a closed acquisition or investment

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

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