Built to protect sensitive financial information
BuyerPass handles financial verification for business acquisitions, so protecting the information buyers share is core to how the product works. Buyers share a verified outcome—not their underlying account details.
Privacy is designed into the product
These principles guide how BuyerPass handles the financial information involved in verification.
Share results, not raw documents
Verification produces a confirmed outcome. Deal owners receive a limited verification result — not bank login credentials, account numbers, or complete account statements.
Connections handled through Plaid
Financial-account connections are handled through Plaid. BuyerPass does not receive or store bank login credentials.
You control what gets shared
A buyer decides which opportunities to engage with. Contact and identity details stay private until a buyer chooses to move forward.
Limited disclosure to deal parties
Verification results are shared with the parties involved in a specific opportunity, limited to what is needed to make a decision.
A consistent verification process
Every BuyerPass Profile is produced through the same verification process, so results are consistent and easy to reason about.
Reuse when permitted
A recent verification may be reused when permitted by the applicable opportunity and current product rules, reducing how often sensitive information is handled.
Buyers stay in control; partners get what they need
For buyers
- Complete Proof of Funds Verification when a deal owner requests it
- Present a verified result and BuyerPass Strength—not raw financial documents
- Keep identity and contact details private until you choose to move forward
- Reuse a recent verification when permitted by the opportunity and product rules
For brokers & sellers
- See whether a buyer meets the financial requirement for an opportunity
- Review Acquisition Criteria and BuyerPass Strength for fit
- Request verification without collecting or storing sensitive documents
- Work from one consistent, standardized profile for every buyer
Our policies, in plain reach
Detailed privacy and terms documentation is being finalized. Reach out any time with security or data questions in the meantime.