Frequently asked questions

BuyerPass helps business buyers demonstrate acquisition readiness with a reusable profile and Proof of Funds Verification, while helping brokers, advisors, and sellers screen buyer interest more efficiently.

Business buyers, business brokers, M&A advisors, and sellers. Buyers build a reusable BuyerPass; brokers and sellers (deal owners) use it to qualify and prioritize interested 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 from scratch each time.

Structured details describing what a buyer is looking for — target industries, deal size, geography, and financing approach — so deal owners can quickly understand fit and see where there may be alignment.

It evaluates whether a buyer’s eligible liquidity meets the liquidity requirement set for a specific opportunity. It produces a limited outcome tied to that requirement.

A limited verification outcome, such as Requirement Met, alongside the buyer’s BuyerPass Profile and Acquisition Criteria. Deal owners do not see bank credentials, complete account statements, account numbers, or specific balances.

No. Buyers connect eligible financial accounts through Plaid, which handles credential entry. BuyerPass does not receive or store bank login credentials.

Eligible assets generally include supported checking, savings, brokerage, money-market, and cash-equivalent accounts, under the approved product rules for a given opportunity.

Retirement assets are excluded by default. They may be considered only when the deal owner explicitly permits them for an opportunity.

Your BuyerPass includes a freshness indicator that shows brokers and sellers how recently your verification was confirmed, and you can refresh your Proof of Funds Verification at any time. A deal owner may ask for a more recent verification for their opportunity.

A recent verification may be reused where permitted by the product rules and the deal owner. Because freshness is always visible, a deal owner can see how current the verification is and request a refresh if needed.

It means a buyer completed Proof of Funds Verification and met the requirement for that context. It is a verification outcome — not loan approval, and not a guarantee of financing or closing.

No. Proof of Funds Verification confirms a requirement was met at a point in time. It does not guarantee financing, solvency, or the completion of any transaction.

“Liquidity Requirement Not Met” is a completed verification outcome. Verification ran successfully; the result simply shows the buyer did not meet the requirement for that opportunity.

“Unable to Complete Verification” is not a completed verification, and a pending verification is not completed usage. If opportunity information or a liquidity requirement is missing, the result never defaults to a passing outcome.

BuyerPass may help connect buyers with acquisition opportunities that align with their Acquisition Criteria.

When a buyer expresses interest, a deal owner first sees a BuyerPass Preview with key qualification information. An Unveil reveals the buyer’s complete BuyerPass, including identity and contact details.

They are separate allowances. Proof of Funds Verification confirms a buyer meets a liquidity requirement, while an Unveil reveals a buyer’s complete BuyerPass. One does not consume the other.