How To Share Deals With Buyers
Watch this video to learn how to efficiently share your deals and engage with potential buyers.
Here is a quick overview of how you can easily share your deals with buyers from your DealBuilder homepage. See how how to manage buyer inquiries, view deal metrics, and handle pending offers. We also explain the different visibility options for your deals and how to send the deal link to buyers.
Key Steps
- Accessing Projects:
- Navigate to the Deal Builder home page.
- Click on the "My Projects" tab to view a list of all projects.
- Managing Project Visibility:
- Projects can be labeled as "Public Listing" or "Published."
- "Public Listing" means the deal is listed on the marketplace for all buyers.
- "Published" allows you to share a private link with specific buyers without listing on the marketplace.
- Sharing Deals with Buyers:
- Click on the "Share" button to obtain a unique link for sharing with buyers.
- Copy the link and send it to the desired buyers for inquiries or NDA submissions.
- Adding Buyers as Contributors:
- Within the project page, click on the contributor icon.
- Add a buyer as a contributor with limited visibility (e.g., viewer only).
- Input buyer details and select "Buyer Presentation" as the access point.
- Click on the "Add Contributor" button to generate a unique invite link for the buyer.
- Granting Access to Buyers:
- Buyers can be granted access to a deal before submitting an NDA by approving their inquiry.
- Pending approvals for access will be labeled for easy identification.
Notes
- Ensure project visibility settings are accurately configured to avoid unintended sharing.
- Double-check the details of buyers added as contributors to prevent unauthorized access.
- Verify buyer access approvals to maintain deal confidentiality.
Tips for Efficiency
- Regularly monitor project metrics and buyer inquiries on the Deal Builder platform.
- Utilize the unique invite links for sharing deals to streamline the buyer onboarding process.
- Communicate clearly with buyers regarding access levels and NDA requirements to facilitate smooth deal interactions.
