For brokers & M&A advisors

Spend less time screening. Focus on buyers who fit.

BuyerPass helps brokers and advisors standardize buyer intake, compare Acquisition Criteria, prioritize better-fit interest, and move qualified conversations forward with less manual work.

  • Standardize buyer information across opportunities
  • Identify stronger criteria matches before spending time on a call
  • Keep interested buyers, opportunities, and team activity organized
  • Request Proof of Funds Verification when financial readiness matters
New deal owner benefit

Publish your first opportunity. Your first completed Proof of Funds Verification is free.

BuyerPass
64Profiled Buyers
28Verified Buyers
6Active Deals
Profitable HVAC Services BusinessActive
Home ServicesSoutheast US
Interested14+3
Multi-Location Dental GroupActive
HealthcareTexas
Interested21+5
Precision Manufacturing CompanyUnder Offer
IndustrialsMidwest US
Interested6
BuyerPass Strength
Jasper CapitalProof of Funds Verified
Top match
Verified Capacity
$500K+
Acquisition Criteria
92% fit
Interested In
2 deals
The problem

Buyer intake is scattered and hard to compare

Buyer information arrives in inconsistent formats across inboxes and documents, which makes it hard to compare fit and prioritize interest. BuyerPass replaces that with standardized profiles, structured Acquisition Criteria, and Proof of Funds Verification when a deal requires it.

Traditional process

  • Buyers submit inconsistent PDFs, screenshots, and financial statements.
  • Documents may be outdated, incomplete, or difficult to authenticate.
  • Brokers spend time reviewing buyers who are not ready to proceed.
  • Strong buyers are hard to remember when their criteria and information are scattered.
  • Relevant opportunities do not consistently reach the right buyers.

With BuyerPass

  • Standardized BuyerPass Profiles.
  • Structured Acquisition Criteria.
  • Secure Proof of Funds Verification.
  • Clear Requirement Met / Requirement Not Met outcomes.
  • Organized Interested Buyers.
  • Matched Acquisition Opportunities for relevant buyers.
Why brokers use BuyerPass

A faster, more confident way to qualify buyers

Generate more qualified interest, confirm financial capacity securely, and spend your time advancing buyers who are ready to move forward.

More qualified buyer interest

  • Reach buyers whose Acquisition Criteria align with the opportunity.

Secure Proof of Funds Verification

  • Replace manually reviewed screenshots and PDFs with a secure verification request that confirms whether the buyer meets the required financial threshold.

Save time

  • Spend less time reviewing inconsistent buyer packages and more time advancing serious conversations.

Stronger buyer network

  • Build a living network of professional buyers whose criteria, experience, and verification history are easier to understand and reuse.
Buyer readiness

Confirm financial capacity without manual document review.

For opportunities with a financial requirement, request Proof of Funds Verification through a standardized workflow. BuyerPass confirms whether the requirement is met without requiring the buyer to send statements or balances directly to your team.

BuyerPass Strength
Buyer 1048Proof of Funds: Not Requested
BuyerPass Strength
88%
Minimum Requirement
$500,000

BuyerPass securely confirms whether the buyer meets the financial requirement established for the opportunity. Account balances are not shared.

Possible outcomes

Requirement Met

The buyer meets the financial requirement set for the opportunity.

Requirement Not Met

The buyer does not currently meet the Proof of Funds requirement for this opportunity.

In Progress

The buyer has started but not yet completed verification.

Expired

A previous verification is out of date and can be re-requested.

Brokers no longer need to rely solely on screenshots, uploaded bank statements, or manually reviewed proof-of-funds documents to understand whether a buyer can meet the financial requirement.

Your buyer network

Build a more useful buyer network.

Every BuyerPass Profile and expression of interest gives your team a more consistent way to understand buyer background, Acquisition Criteria, Match Score, and current readiness. When a future opportunity fits, you have a stronger starting point than a disconnected spreadsheet or inbox.

  1. Broker AccountYour operating hub
  2. Acquisition OpportunitiesOpportunities you post
  3. Interested BuyersBuyers who engage
  4. Verified BuyersStandardized profiles
  5. Future OpportunitiesA living network
Broker Account

Manage buyers from one dashboard

Your Broker Account brings your interested buyers, Proof of Funds Verification status, Acquisition Criteria match, and active deals together, so buyer management runs from a single surface.

BuyerPass
64Profiled Buyers
28Relevant Matches
78%Avg. Criteria Match
BuyerPass Strength
Jasper CapitalProof of Funds Verified
BuyerPass Strength
Ashley ParrishProof of Funds Verified
Genice HadleyPOF requested
BuyerPass Strength
Stitch VenturesVerification In Progress
BuyerPass Strength
Baraz HoldingsRequirement Not Met

Invite-only buyers show their opportunity status. BuyerPass Strength appears after a buyer completes a full profile.

Interested Buyers

See who is engaging with each deal, including new interest as it arrives.

Proof of Funds Verification

Track verification status and clear Requirement Met outcomes per buyer.

Acquisition Criteria Match

Understand how closely each buyer fits the acquisition criteria.

Active Deals

Keep every opportunity and its interested buyers organized in one place.

How it works

A simple, repeatable workflow

From posting an opportunity to connecting with the right buyers, every step is standardized.

  1. Step 1Create an opportunity
  2. Step 2Invite known buyers or reach relevant BuyerPass buyers
  3. Step 3Let buyers review and respond
  4. Step 4Review interest and fit
  5. Step 5Request Proof of Funds Verification when appropriate
  6. Step 6Move the right conversations forward
Pricing

Free for buyers. Simple plans for deal owners.

Acquisition buyers use BuyerPass at no cost. Brokers, advisors, and sellers choose a plan based on active listings, Unveils, team access, and Proof of Funds Verification capacity.

Buyers join free, with no plan, no credit card, and no verification required to start.

BuyerPass for Buyers

Starter

List your first opportunity at no cost

Freeno credit card required
0 Proof of Funds Verifications / month
5 Unveils / month
  • 1 active listing
  • Public deal-owner profile
  • Active distribution to the BuyerPass buyer network
  • Receive interested buyers
  • BuyerPass Profiles & BuyerPass Strength
  • Up to 3 team members
  • Additional completed verifications: $8 each

Basic

Start qualifying buyers privately

$49per month
10 Proof of Funds Verifications / month
20 Unveils / month

Everything in Starter, plus:

  • 5 active listings
  • Buyer directory access
  • Inquiry management
  • Supplemental-document review requests
  • Additional completed verifications: $6 each
Recommended

Professional

Reach more qualified buyers

$149per month
25 Proof of Funds Verifications / month
50 Unveils / month

Everything in Basic, plus:

  • 50 active listings
  • Featured deal-owner profile
  • Analytics
  • Premium badge
  • Additional completed verifications: $5 each

Advantage

Maximize buyer reach & efficiency

$249per month
75 Proof of Funds Verifications / month
Unlimited eligible buyer Unveils

Everything in Professional, plus:

  • 100 active listings
  • Up to 5 team members
  • Featured opportunities
  • Priority buyer matching
  • Advanced analytics
  • Additional completed verifications: $4 each

Included with every paid plan

  • Starter includes up to 3 team members, Basic up to 4, and Professional and Advantage up to 5.
  • Additional team members: $15 per user per month (paid plans)
  • Only completed Proof of Funds Verifications count toward monthly usage
  • Additional completed verifications: Starter $8, Basic $6, Professional $5, Advantage $4 each
  • Acquisition buyers use BuyerPass for free
Feature comparison across BuyerPass plans
Compare plansStarterFreeBasic$49Professional$149Advantage$249
Verifications
Completed Proof of Funds Verifications / month0102575
Additional completed verifications$8 each$6 each$5 each$4 each
Buyer network
Active distribution to the BuyerPass buyer networkIncludedIncludedIncludedIncluded
Receive interested buyersIncludedIncludedIncludedIncluded
BuyerPass Profiles & BuyerPass StrengthIncludedIncludedIncludedIncluded
Unveils / month52050Unlimited eligible
Priority buyer matchingNot includedNot includedNot includedIncluded
Deal management
Active listings1550100
Featured opportunitiesNot includedNot includedNot includedIncluded
Advanced analyticsNot includedNot includedNot includedIncluded
Account & team
Public deal-owner profileIncludedIncludedIncludedIncluded
Featured deal-owner profileNot includedNot includedIncludedIncluded
Premium badgeNot includedNot includedIncludedIncluded
Included team membersUp to 3Up to 4Up to 5Up to 5
Additional team membersNot included$15 / user / mo$15 / user / mo$15 / user / mo
Invite buyers you already know

Bring your existing buyer relationships into the workflow.

Invite a buyer directly from your CRM, contact list, or another marketplace to review one specific opportunity. They can mark Interested or Not interested before you decide whether Proof of Funds Verification is needed.

Send a secure invitation

Invite a buyer from your CRM, contact list, or another marketplace to review one specific opportunity, even if they do not yet have a BuyerPass account.

They review and respond

The buyer can mark Interested or Not interested after reviewing the opportunity, so you see genuine intent before asking for anything more.

Request Proof of Funds when ready

Decide afterward whether to request Proof of Funds Verification. Sending an invitation does not use a verification credit.

FAQ

Frequently asked questions

Can I invite someone to a deal before requesting Proof of Funds?

Yes. Choose Invite to review when you want the buyer to see the opportunity and respond first. Or choose Invite + request POF when you want to ask for Proof of Funds after they review it. Sending either invitation does not use a verification credit. A verification is applied only when the buyer proceeds with Proof of Funds.

How does Proof of Funds Verification work?

You request a Proof of Funds Verification from an interested buyer, and BuyerPass securely confirms whether they meet the financial requirement set for the opportunity, returning a clear Requirement Met or Requirement Not Met outcome. Account balances are not shared, and it replaces the traditional manual proof-of-funds review.

Can I control who sees an opportunity?

Yes. You control the visibility of every opportunity. Listings can be public, limited to matched buyers, or restricted and shared only with buyers you choose.

How are buyers matched?

BuyerPass compares a buyer’s Acquisition Criteria against your opportunity’s requirements to surface strong fits. Initially, matching may be curated manually. Future releases will automate this.

Can I request Proof of Funds Verifications individually?

Absolutely. You can request a Proof of Funds Verification from any individual buyer at any time, or send requests in bulk to everyone interested in a deal.

How many users are included?

Starter includes up to 3 team members, Basic up to 4, and Professional and Advantage up to 5. On paid plans, you can add more team members at $15 per user per month as your practice scales.

Does BuyerPass replace my CRM?

No. BuyerPass is a qualified acquisition network and workflow that helps you standardize buyer information, review fit, manage interest, and confirm financial readiness when a deal requires it. It complements your CRM rather than replacing it.

Focus on buyers who fit, with less manual work

Standardize buyer intake, compare Acquisition Criteria, and request Proof of Funds Verification when financial readiness matters, all from one Broker Account.