Use case video library

Use Case 06 · Business owner

Raise equity or debt funding

Preparation only. You need capital for expansion and want a credible finance discussion. This is preparation only: the dedicated capital-listing editor is unavailable.

Available steps and preparation

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1:46

Use Case 07 · Business owner

Manage every enquiry in one place

Three buyers ask different questions about your sale. Use Deal Room to distinguish their opportunities rather than relying on an email subject.

Platform walkthrough

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1:21

Use Case 08 · Business owner

Share documents securely

You need to share accounts with a serious buyer while protecting private files. Open the data room belonging to your listing.

Platform walkthrough

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1:45

Use Case 09 · Business owner

Manage the deal to close

Your buyer has moved beyond the first enquiry and you need to understand what remains before closing. Find the business in Deal Room and inspect its current stage.

Platform walkthrough

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1:49

Use Case 10 · Buyer

Track your opportunities

You shortlisted several businesses and need to separate saved research from active deal work. Saving a listing helps you revisit it; it does not create a negotiated transaction.

Platform walkthrough

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1:16

Use Case 11 · Buyer

Sign NDAs digitally

You found a suitable business but confidential evidence requires an NDA. Start from that listing’s Data Room access prompt.

Platform walkthrough

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1:20

Use Case 12 · Buyer

Open data rooms

You want to inspect the seller’s evidence after confidential-access requirements. Begin from Listing detail and Data Room, checking your access status first.

Platform walkthrough

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1:15

Use Case 13 · Buyer

Manage due diligence

You are assessing a shortlisted business and need a diligence plan. Find the permitted opportunity at Due Diligence.

Platform walkthrough

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1:22

Use Case 14 · Buyer

Work with advisors

Your accountant and lawyer need to help review an acquisition with access appropriate to their work. Find the opportunity on your side in Deal Room.

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Use Case 15 · Buyer

Secure funding

Preparation only. You need finance for an acquisition and want to prepare lender information. This is preparation only, not an offer.

Available steps and preparation

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1:24

Use Case 16 · Business broker

Win new seller mandates

You are meeting a potential seller and want to demonstrate a professional engagement. Start in Owners and explain company and signatory details required before a mandate request.

Platform walkthrough

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1:22

Use Case 17 · Business broker

Invite sellers to the platform

Prepare the seller’s details in Owners, review Viewer or Editor access and understand the seller claim and identity-check sequence before sending an invitation.

Platform walkthrough

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1:25

Use Case 18 · Business broker

Match buyers with AI

You represent a seller and want new acquisition candidates, not only people who already viewed the listing. Open Browse and People.

Platform walkthrough

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1:28

Use Case 19 · Business broker

Co-broker deals

Preparation only. Another broker may help with a listing, but cooperation requires reviewed terms and permitted visibility. This is read-only preparation.

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Use Case 20 · Business broker

Manage many deals at once

You manage several listings and need to decide what needs attention today. Open Deal Room with status and stage filters instead of reading every record.

Platform walkthrough

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1:34

Use Case 21 · Business broker

Draft NDAs, LOIs, and documents

You need an NDA or LOI draft for an actual transaction. Open Document Builder and decide its source before choosing a template.

Platform walkthrough

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1:14

Use Case 22 · Business broker

Track commissions and pipeline

You need to reconcile brokerage terms with pipeline work without mistaking progress for income. Start at mandate commission type, value and duration.

Platform walkthrough

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1:41

Use Case 23 · M&A advisor

Manage many client transactions

You advise multiple clients and need each transaction’s evidence and next action kept separate. Search for a specific business in Deal Room and confirm the advisory workspace.

Platform walkthrough

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1:13

Use Case 24 · M&A advisor

Coordinate buyers, sellers, and advisors

A seller, buyer and advisers need to resolve one transaction issue. Find the correct deal and confirm each participant’s side.

Platform walkthrough

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1:30

Use Case 25 · M&A advisor

Prepare valuation and deal documents

You need a valuation draft or confidential information memorandum supported by reviewable evidence. Start in Document Builder and choose listing, deal or standalone source.

Platform walkthrough

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1:26

Use Case 26 · M&A advisor

Oversee due diligence

Your client’s diligence is missing bank statements and an answer about a contract. Find the deal at Due Diligence, then prepare a precise evidence request.

Platform walkthrough

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Use Case 27 · M&A advisor

Track progress from LOI to close

Your client reached offer and LOI discussion and needs to see what remains. Find the opportunity in Deal Room and inspect stage.

Platform walkthrough

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Use Case 28 · Investor / PE

Discover acquisition opportunities

Your team seeks an acquisition aligned with its sector and geography mandate. Start in Browse and Listings with a defined investment range.

Platform walkthrough

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Use Case 29 · Investor / PE

Source off-market deals

You want to research potential acquisition targets without a public sale listing. Open Browse and Companies with a narrow sector and geography.

Platform walkthrough

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1:38

Use Case 30 · Investor / PE

Track target companies

Your analysts need a repeatable way to revisit target companies. Open Companies and define the thesis criteria.

Platform walkthrough

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Use Case 31 · Investor / PE

Open investment data rooms

Your team needs confidential evidence for an investment target. Begin at the listing’s Data Room route and confirm NDA and approval requirements.

Platform walkthrough

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1:29

Use Case 32 · Investor / PE

Work with your internal team

Your partner and analyst need to review the same target while keeping internal reasoning private. Find the accessible deal and agree who analyses the financial evidence and prepares the decision question.

Platform walkthrough

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1:58

Use Case 33 · Investor / PE

Manage the acquisition pipeline

You have opportunities at first review, offer and diligence. Open Deal Room and choose the stage requiring attention today.

Platform walkthrough

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Use Case 34 · Lender

Receive funding requests

Preparation only. You want a structured starting point for a borrower conversation. This is preparation only: an automated lender-intake inbox is not verified.

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Use Case 35 · Lender

Review borrower profiles

You need to research the company connected to a finance enquiry before requesting the borrower pack. Open Companies and compare the profile with the stated transaction.

Platform walkthrough

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1:33

Use Case 36 · Lender

Open funding documents safely

You need financial evidence for a permitted funding review. Start from the relevant deal or listing’s room access and confirm your role.

Platform walkthrough

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1:32

Use Case 37 · Lender

Manage finance opportunities

Preparation only. You need to track finance-related work without implying the platform runs your lending approvals. This is preparation only.

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1:30

Use Case 38 · Lender

Work with buyers and brokers

The buyer and broker need to clarify a funding evidence gap with you. Find the permitted deal and confirm your side before a discussion.

Platform walkthrough

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1:40

Use Case 39 · Franchise

Recruit franchisees

Preparation only. You want to research potential franchise operators by geography and experience. This is preparation only: the dedicated franchise editor and automated application flow are unavailable or unverified.

Available steps and preparation

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1:45

Use Case 40 · Franchise

Promote franchise opportunities

Preparation only. You want an accurate franchise opportunity brief. This is preparation only: Franchise is disabled in the listing type selector.

Available steps and preparation

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1:35

Use Case 41 · Franchise

Review applications

Preparation only. You want consistent preparation for reviewing franchise enquiries. This is preparation only: a dedicated application intake or approval engine is not verified, and the franchise editor is disabled.

Available steps and preparation

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1:38

Use Case 42 · Franchise

Share franchise documents

Preparation only. You need controlled review of brochures, training material and draft franchise agreements. This is preparation only: the dedicated franchise editor is disabled.

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Use Case 43 · Franchise

Manage the expansion pipeline

Preparation only. You want a clear expansion review across potential operators and locations. This is preparation only: territory allocation and specialised onboarding are unverified, and franchise editing is disabled.

Available steps and preparation

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Use Case 44 · Commercial property

Market commercial properties

Preparation only. You want an accurate property opportunity brief with location, lease and ownership details. This is preparation only: Property is disabled in the listing selector.

Available steps and preparation

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Use Case 45 · Commercial property

Connect with investors and occupiers

Preparation only. You want to research investors or business occupiers for a property project. This is preparation only because the property editor is disabled.

Available steps and preparation

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1:40

Use Case 46 · Commercial property

Share lease and property documents

Preparation only. You need controlled review of leases, floor plans and rent schedules. This is preparation only: property editing is disabled, so the example uses a general room rather than a specialised property transaction.

Available steps and preparation

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