How it works

How BuyerPass works

BuyerPass brings buyers, brokers, advisors, and sellers into one structured workflow, from reusable profiles and relevant opportunity matches to Proof of Funds Verification when a deal requires it.

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The workflow

From reusable profile to a qualified conversation

One ordered path across four stages, starting with the buyer’s reusable profile and relevant matches, with Proof of Funds Verification only when a deal requires it.

1
Build a BuyerPass ProfileBuyers create one reusable BuyerPass Profile with structured Acquisition Criteria, including industries, size, geography, and preferences, to use across every opportunity.
2
Find relevant opportunitiesBuyerPass matches buyer Acquisition Criteria to published opportunities, so buyers discover relevant deals and deal owners see better-fit interest.
3
Review fit and share informationDeal owners review a buyer’s BuyerPass Preview and criteria fit, then Unveil the complete BuyerPass Profile when the fit looks right.
4
Confirm readiness when requiredWhen financial readiness matters for that specific opportunity, the deal owner requests Proof of Funds Verification. The buyer securely connects eligible accounts, and the deal owner receives a limited outcome, not balances, statements, or account numbers.

Key concepts

Four distinct parts, one system

These pieces work together but do different jobs. Understanding the difference makes the workflow clear.

BuyerPass Strength

A percentage indicator of how complete and substantiated a buyer’s profile is. It means profile completeness and readiness. It is not a measure of financial capacity, a credit score, a financing approval, or a measure of solvency, and it is not calculated from financial-account data.

Shareability

A buyer’s ability to present a consistent, complete profile to deal owners. Buyers stay in control of what they share and with whom. It is not a financial qualification metric and does not disclose balances or financial records.

Match Score

Match Score shows how closely a buyer’s Acquisition Criteria align with a specific opportunity. It helps buyers and deal owners identify where a conversation may be worth having.

Proof of Funds Verification

Confirms whether a buyer meets a specific opportunity’s liquidity requirement. It returns a limited outcome and does not reveal account balances, statements, or login credentials to the deal owner.

Strength, Shareability, and Match Score describe profile readiness and relevance; they are not financial assessments. Proof of Funds Verification does not reveal balances or full financial records to the deal owner, and does not guarantee financing, solvency, or the completion of a transaction.

By audience

A journey for every side of the deal

The same workflow looks a little different depending on where you sit. Pick the path that fits you.

Buyers

Join the network, get matched, and share on your terms.

Build one reusable profile and structured Acquisition Criteria
Discover relevant opportunities and express interest with the same BuyerPass
Complete Proof of Funds Verification only when a specific deal requires it

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Brokers & advisors

Standardize intake and spend less time manually screening.

Publish opportunities to a network of profiled buyers
Compare consistent profiles and prioritize better-fit interest
Request Proof of Funds Verification only when a deal calls for it

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Sellers

Reach serious buyers while protecting confidential details.

Present your business on your own or with a broker
Connect with matched, serious buyers and control what is shared
Request Proof of Funds Verification before revealing sensitive details

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Still have questions?

Answers to the most common questions

Explore how profiles, matching, expressing interest, and Proof of Funds Verification work in practice.

Read the FAQ