Give the seller enough context to understand your interest without sending an unfocused pitch.
Give the seller enough context to understand your interest without sending an unfocused pitch.
Before you start
Read the opportunity and make sure your company profile and mandate reflect who you represent.
Steps
Identify the opportunity and explain briefly why it fits your acquisition, investment, or lending criteria.
Describe your role and relevant experience using facts you can support.
State what you would like to review next, such as the CIM, and raise any essential clarification.
Use the request's message field when provided, or send the context through Messages once the deal conversation is available.
What happens next
The seller receives a focused explanation of your interest. This is writing guidance, not a claim that every request screen requires the same fields.
Common problems
Avoid claiming committed financing or signing authority you do not have. Do not include confidential documents just to make a request more persuasive, and do not assume an access request guarantees a response.