Deal room & sharing
Share links: tiers, expiry & view limits
The four access tiers, how the NDA gate works, setting expiry and view caps, and reading the access log.
Sharing is deliberate and layered: you choose exactly how much each person sees, every link can expire, and every view is logged.
The four tiers
- Teaser (public) — business name, industry, general description, the opportunity. No financials, no customer details. Safe to post anywhere; anyone with the link can see it.
- NDA-gated — the full profile including financial highlights and customer overview. Viewers must enter their name and email and agree to confidentiality before anything confidential loads. The gate is enforced by the server, not just hidden on the page.
- Lender Package — for banks, SBA lenders, and CDFIs: the full profile plus a downloadable data bundle (financial years, customer list, equipment, procedures) in a structured format their analysts can work with.
- Buyer Access — everything in the NDA tier, plus the viewer can request specific documents from you. Nothing is auto-released; see Buyer document requests.
Creating a link
In the Deal Room's share section, pick a tier, then choose:
- Expiry — 7, 30, or 90 days, or never. Confidential tiers default to 90 days so a forgotten link doesn't live forever.
- View limit — cap total views (10 / 25 / 100) or leave unlimited.
Press Create link — it's copied to your clipboard automatically. Each tier has one live link at a time; the link's expiry date and view count show right under it.
Revoking
Press the trash icon next to any link. It stops working immediately — including for anyone who has it open in a tab.
The access log
Every view is recorded: who (name and email, when the NDA gate was used), which tier, which sections they actually read, and how long they spent. A viewer who read Financial Highlights for six minutes is telling you something; so is one who bounced in thirty seconds.