Off-market deal matching
Your deals, to the clients they fit.
Import a deal your firm holds. See every client ranked by how well it matches what they’re looking for. Offer it to one, or to several.
Firms are onboarded personally. There’s no signup form.
01 — What you can do
Off-market deal matching
Import the deal
Enter it by hand, or paste a public teaser link and we fill in what we can. You can edit every field.
See who it fits
Every client is scored against their own saved criteria. It’s the same match score they see, with the reasons behind it.
Offer it your way
Exclusive to one client, or shared with several. Withdraw it from any one client without touching the others.
Follow it like any deal
When a client accepts, it becomes their deal. You work it in the shared deal room, with their consent.
02 — What your client sees
An offer from you, at the top of their pipeline.
Your firm’s name is on it. It says whether the deal is exclusive to them. It can’t get buried under marketplace listings, and they decide whether to take it on.
03 — Where the line is
What stays your client’s.
Your off-market deals never join the public comps pool.
Documents and analysis open once a client accepts the deal, not before.
Withdraw a deal and it leaves that client’s pipeline at once. They’re told it was withdrawn.
Keep reading
The shared deal room
Their documents, the extracted figures and the same verified report. Edit the worksheet, add to the checklist.
Dashboard, clients and pipeline
What has gone quiet, what is near LOI, a page per client, and every deal in one table.
Deal Calculator
Model the structure in a draft. Send your client a fixed snapshot as a PDF under your firm’s name.
See it with your own book.
Tell us how many advisors and active buyer clients you have. We’ll show you the portal and tell you honestly whether it fits.
Talk to us about your firm