How it works

How BuyerPass works

BuyerPass connects three groups: buyers who want to demonstrate readiness, and the brokers, advisors, and sellers who need an efficient way to screen interest. Here is the workflow that ties them together, and how each side experiences it.

Create BuyerPass See the workflow

The workflow

From opportunity to qualified interest

A single, ordered path that keeps buyers and deal owners aligned while protecting buyer privacy at every step.

1
Deal ownerCreate an opportunity and set its liquidity requirementA broker, seller, or other deal owner presents an opportunity and establishes the liquidity requirement a buyer must meet.
2
Deal ownerSend a verification request to a buyerThe deal owner requests Proof of Funds Verification from an interested buyer, tied to that opportunity.
3
BuyerSecurely connect eligible accounts through PlaidThe buyer connects eligible financial accounts through Plaid. Bank login credentials are never received or stored by BuyerPass.
4
BuyerPassEvaluate eligible liquidity against the requirementBuyerPass compares the buyer’s eligible liquidity to the opportunity’s requirement and produces a limited outcome.
5
Deal ownerReceive a limited verification outcomeThe deal owner sees whether the requirement was met — not balances, account numbers, or statements.
6
BuyerComplete a reusable profile and Acquisition CriteriaThe buyer can build a reusable BuyerPass Profile and structured Acquisition Criteria to use across opportunities.
7
BuyerExpress interest in relevant opportunitiesBuyers surface and express interest in Acquisition Opportunities that align with their criteria.
8
Deal ownerReview the buyer and Unveil when appropriateThe deal owner reviews the buyer’s BuyerPass Preview and can use an Unveil to reveal the complete BuyerPass when appropriate.

Key concepts

Four distinct parts, one system

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

Proof of Funds Verification

Confirms whether a buyer meets a specific opportunity’s liquidity requirement. It returns a limited outcome and never reveals balances or full financial records to the deal owner.

BuyerPass Profile & Acquisition Criteria

A reusable profile documenting a buyer’s background, plus structured criteria describing the industries, deal size, and geography they pursue.

Opportunity matching

Surfaces relevant Acquisition Opportunities to buyers based on their Acquisition Criteria, so interest is more relevant on both sides.

Unveils

When a buyer expresses interest, a deal owner first sees a BuyerPass Preview. An Unveil reveals the complete BuyerPass, including identity and contact details.

Verification and Unveil are separate allowances. 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

Demonstrate readiness and reuse it when permitted.

Build a BuyerPass Profile and Acquisition Criteria
Complete Proof of Funds Verification when a deal owner requests it
Express interest in relevant Acquisition Opportunities

Create BuyerPass For Buyers

Brokers & deal owners

Screen interest efficiently and focus on qualified buyers.

Create opportunities and set a liquidity requirement
Request Proof of Funds Verification from interested buyers
Review a BuyerPass Preview and Unveil when appropriate

Create Broker Account For Brokers

Sellers

Protect confidential information until buyers are verified.

Present your business on your own or with a broker
Require Proof of Funds Verification before sharing details
Move forward with buyers who meet your requirement

Create Seller Account For Sellers

Still have questions?

Answers to the most common questions

Explore how verification, profiles, matching, and Unveils work in practice.

Read the FAQ