Brokers, attorneys, accountants, lenders and escrow agents. Reach buyers and sellers at the moment they need you, rather than hoping they find you afterwards.
Add your practice, your specialisms, the deal sizes you work on and the states you are licensed in. Licence details are verified where a public register exists.
Your listing shows up in the directory and inside deal rooms at the point a buyer or seller needs your category of help.
Principals add advisors to their deal room directly. You arrive with the documents, the timeline and the counterparty already in front of you.
Document requests, signatures and the closing checklist all live in the room. No chasing a client for a file they already uploaded somewhere else.
Everyone browsing has a transaction in progress or is about to start one. Nobody is here to read.
You see the deal stage and what the principal needs before you reply, rather than a name and an email address.
Sit at the top of your category and inside the deal rooms that match your specialism.
A buyer who closes one acquisition usually starts another. The relationship starts inside the deal, not after it.
Anyone a buyer or seller has to hire to get a transaction closed. The categories that get the most enquiries, roughly in the order principals go looking for them:
Two ways: directory enquiries, and deal room invitations. A directory enquiry is someone contacting you from your listing. A deal room invitation is stronger: a buyer or seller has added you to a live transaction, so you can see the stage, the documents outstanding and who is on the other side before you have said a word.
For the regulated categories, yes, and it is checked. Where a public register exists, licence details are verified against it automatically, and the badge on your listing reflects the result. Unregulated categories are listed without a badge. This exists to protect the principals, and it is also why a verified listing converts better than an unverified one.
There are two plans, and both start with a free trial. The listed plan puts you in the directory. The featured plan puts you at the top of your category and inside matching deal rooms. Current pricing is on the plans page, and you can cancel at any point during the trial without being charged.
How deals reach advisors here, what a good listing looks like, and the categories with the most unmet demand right now. One email.
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Yes, and advisors do it constantly. If your client is buying or selling, you can run the whole transaction in a deal room: document requests, signatures, escrow and the closing checklist. It is free for you to work a deal a principal opened.
No. Vendor plans are a flat monthly subscription. What you charge your client is between you and your client.
Listing sites end at the introduction. Here the transaction itself runs on the platform, so an advisor is not just discovered, they are working inside the deal with the documents and the timeline in front of them.
Set your licensed states and the deal sizes you take, and you will only surface to principals inside them. A specialist listing in three states outperforms a vague national one.