Owners
Selling / Raising

Use advanced mode to edit your project

Use the full editor when you need more control than the guided sale intake provides.

Use the full editor when you need more control than the guided sale intake provides.

Before you start

Open the existing project or its guided intake so you can continue the same draft.

Steps

  1. Choose Use advanced mode in the guided intake; on mobile the control is labeled Advanced.

  2. Review the available project sections, including company information, financials, documents, and Outreach Setup.

  3. Complete the fields relevant to your transaction and check the section-completion indicators.

  4. Save your changes and verify the project's status after any submission action.

What happens next

You edit the same saved project rather than needing to re-enter it as a separate deal. Advanced fields give you more control but do not bypass review or publication eligibility.

Common problems

Changing modes does not make every optional guided field mandatory for that earlier intake. Read the current editor's requirements. If you accidentally create a second project, identify the intended draft before sending outreach.

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.

Create a capital-raising project

Describe a capital raise and the kind of funding you are seeking.

Choose your relationship to the company

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

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