Frequently Asked Questions

Our platform provides comprehensive business search tools including keyword-based search, advanced filtering by industry/location/financials, integration with major business listing platforms, saved searches with alerts, and detailed business profiles for evaluation.

Our financial modeling tool offers real-time calculations of key metrics (EBITDA, DSCR), scenario modeling capabilities, customizable templates for financial inputs, and direct integration with document generation and investor portal features.

We implement SOC2-compliant security measures including AES-256 encryption for data at rest, TLS 1.2+ for data in transit, role-based access controls, and comprehensive audit logging for all data interactions.

Our secure data room provides organized storage for all deal-related documents, with granular access controls, version tracking, and integration with our document generation system.

Yes, you have complete control over document access through role-based permissions. You can set specific access levels for different team members, investors, and service providers.

The investor portal allows you to securely share selected financial data, documents, and updates with investors. You maintain full control over what information each investor can access.

Yes, the platform includes secure communication channels for investors to ask questions and provide feedback, all while maintaining a clear audit trail.

Yes, we maintain a curated directory of M&A service providers including lawyers, accountants, and advisors. You can easily connect with them through our platform.

We provide comprehensive support including platform training, best practices guidance, and technical assistance. Contact our support team for help.

Yes, we offer a 14-day free trial with full access to all features. You can cancel at any time during the trial period.

We accept all major credit cards and support enterprise billing options for larger organizations.