Business brokers and business-transfer agents
Let buyer and seller talk — without losing control of the introduction.
Both sides get the conversation they need. You keep the alias layer, the document permissions and the oversight.
The scenario
A business broker introduces a prospective buyer to a seller. Both sides need to ask questions, exchange information and involve advisers, but sharing direct details too early can weaken the broker's commercial position.
Where it goes wrong today
The usual channels weren't built for this.
Before a dedicated room, these are the failure points most transactions run into.
- A WhatsApp group publishes every participant's telephone number the moment they join.
- Email threads create private reply chains you never see.
- Financial information ends up as attachments scattered across inboxes.
- Nobody can evidence who saw what, or when, if the deal is later disputed.
How it runs in DealRoom
Four steps from introduction to a working room.
- 1
Create the room
Open a private room with a transaction reference and access rules.
- 2
Define both sides
Buyer, Seller, Buyer Legal, Sell-side Adviser — each labelled and coloured.
- 3
Gate the entry
Require the NDA or non-circumvention agreement before confidential access unlocks.
- 4
Run the deal
Questions, financial documents, proof of funds and progress in one record.
What's included
Built for this kind of transaction.
- Buyer and Seller aliases
- No participant DMs
- NDA or non-circumvention access gate
- Financial document permissions
- Proof-of-funds request
- Deal progress
- Administrator oversight
Who's in the room
Each side gets a custom alias, a colour and a tag — never a phone number.
You set the aliases yourself and tag each participant by the side they sit on, so everyone can tell who is who at a glance while personal contact details stay with you.
Questions
Frequently asked
DealRoom provides communication and transaction-workflow technology. It does not replace properly drafted legal agreements or professional legal advice, and no platform can guarantee that parties will never communicate outside it.
Open the conversation. Keep control of the introduction.
Bring every authorised party into one professional transaction environment without exposing private contact details or creating hidden in-app side channels.
Submitting this form does not create a DealRoom account. Accounts are created securely inside the mobile app.