Built to protect sensitive financial information
BuyerPass supports buyer profiles, opportunity matching, and Proof of Funds Verification for business acquisitions. When financial information is involved, protecting it is core to how the product works, and buyers share a verified outcome rather than 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
Proof of Funds Verification produces a confirmed outcome a deal owner can rely on, rather than the raw financial documents behind it.
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
BuyerPass limits what is shared based on the workflow. A deal owner receives only the information needed for a specific opportunity. Proof of Funds Verification does not disclose account balances, statements, account numbers, or bank login credentials.
Profiles and verification serve different purposes
A BuyerPass Profile helps communicate buyer background and Acquisition Criteria. Proof of Funds Verification is completed only when financial readiness is requested for a specific opportunity.
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
Read our Privacy Policy and Terms of Service, or reach out any time with security or data questions.
To report a suspected security issue, contact privacy@buyerpass.com. Do not include account credentials or sensitive financial information in your message.