Frequently asked questions

BuyerPass connects business buyers with brokers, advisors, and sellers. Buyers build a reusable profile and acquisition criteria, discover relevant opportunities, and express interest. Deal owners review consistent buyer information and request Proof of Funds Verification when a deal calls for it.

Business buyers, business brokers, M&A advisors, and sellers. Buyers build a BuyerPass once; brokers and sellers use it to review and prioritize interested buyers.

Yes. Buyers can create a BuyerPass, complete their profile, discover opportunities, and express interest at no cost. Paid plans apply to broker and seller organizations, not to buyers.

A reusable, standardized profile that documents a buyer’s background and acquisition focus. Buyers build it once and share it with the brokers and sellers they engage, instead of reintroducing themselves each time.

Structured details describing what a buyer is looking for, including target industries, deal size, geography, and financing approach, so deal owners can quickly understand fit.

BuyerPass Strength measures how complete and ready your profile is. It is not a measure of your finances. A more complete profile unlocks the full experience, including seeing your Match Score and expressing interest in opportunities you find on your own.

Match Score estimates how well one opportunity fits your acquisition criteria, such as industry, geography, and size. BuyerPass Strength is about how complete your own profile is. A complete profile can still show a low Match Score on a deal outside your target. Match Score is not proof of funds.

Yes. A broker can invite a buyer directly to review one specific opportunity. The buyer can create an account, review that opportunity, and respond. Until a buyer completes a full profile, their access is limited to opportunities shared directly with them, and they are not discoverable by other brokers.

The deal owner first sees an anonymous buyer summary with key qualification information. The full matched buyer profile becomes available once the buyer meets the applicable access, consent, and Match Score requirements. Expressing interest does not verify a buyer’s finances on its own.

No. Saving is a private bookmark for the buyer. It does not notify the deal owner and does not express interest. Expressing interest is a separate, deliberate step.

It confirms whether a buyer’s eligible, liquid funds meet the liquidity requirement set for a specific opportunity. It is requested per opportunity and produces a limited outcome tied to that requirement.

No. Deal owners see only a qualification status, such as whether verified liquidity meets the requirement. They do not see balances, dollar amounts, institutions, account numbers, or statements.

No. Buyers connect eligible accounts through Plaid, which handles credential entry. BuyerPass does not receive or store your bank login. BuyerPass reads account type and balance information through Plaid to classify which funds count as liquid, and uses Plaid to check that the account-holder name matches the name on your BuyerPass profile.

“Requirement not met” is a completed outcome; verification ran, and the result simply shows the requirement was not met for that opportunity. If a result was not approved, a buyer can make a single controlled correction within 24 hours at no additional charge, for example to include an eligible account that was missed.

BuyerPass shows when your proof of funds was verified. It does not expire on a timer. After 90 days it is not automatically marked failed or expired, and your verified result is not deleted. A deal owner can ask for an updated proof of funds, which is a new verification request that follows the normal process.

As part of proof-of-funds verification, BuyerPass checks that the name on your profile reasonably matches the name on the accounts you connect. A mismatch is not an automatic rejection; it can move into a short human review for common reasons like a maiden name, nickname, or joint account. Brokers and sellers only ever see the final outcome.

Yes. Institutional verification is an alternative review path handled by the BuyerPass team, with no organizational-email requirement. You provide institution information and supporting documents for review. Brokers and sellers receive the outcome only; your supporting documents are never handed to them as raw files.

Yes. You can invite buyers to review a specific opportunity, including buyers who do not have a BuyerPass account yet. Sending an invitation does not use a verification.

A limited outcome tied to your opportunity’s requirement, such as “Verified Liquidity Meets Requirement.” You do not receive the buyer’s balances, dollar amounts, institutions, account numbers, or statements.

No. BuyerPass does not provide a browsable buyer directory. Buyers appear to you after they express interest in your opportunities.

Starter includes three full matched buyer profiles per month and an anonymous summary for each eligible new interested buyer. Unused monthly access does not roll over. Paid plans include full matched buyer profiles automatically when a buyer meets the applicable requirements.

Organizations are on one of four plans: Starter (free), Basic, Professional, and Advantage. Higher plans raise limits such as active listings, team seats, and included verifications, and every paid plan includes full matched buyer profiles automatically. See the current Pricing and Billing pages for up-to-date pricing.

No. Requesting proof of funds does not consume a credit on its own. A verification is counted only when the buyer proceeds with it. Each organization also receives one free verification after its first opportunity is approved and published, and any plan can enable Automatic Verification Billing so verifications beyond the included allowance proceed without pausing.