Confidentiality & Secure File Transfer

 Your information is protected at every step of our process—from first conversation through post‑closing. We operate with institutional‑grade discipline tailored for founder‑led businesses. 

• Protect enterprise value. Leaks can trigger employee turnover, customer uncertainty, supplier changes, and competitor responses that reduce price and terms.
• Preserve leverage. Tight information control keeps the process competitive and focused on qualified buyers only.
• Avoid disruption. You control if/when employees, customers, and partners are informed—on your timetable.
• Personal privacy. Financials and sensitive details remain need‑to‑know only.

• NDA first. No materials are shared without an executed NDA and buyer identity verification.
• Need‑to‑know access. Data is shared in stages (teaser → CIM → Q&A) based on bona fides, fit, and process milestones.
• Secure exchange. We use encrypted transfer and audited file access for all sensitive documents.
• Buyer screening. We verify capital, strategy, and track record before granting data access.
• Minimal disclosure marketing. Teasers avoid names and identifying details; we control all outbound communications.
• Tight Q&A control. We centralize all buyer questions; responses are curated to limit over‑sharing.
• Document retention & deletion. Access is time‑boxed; files are revoked and deleted at process end.deal.

 Use our secure upload portal to submit materials, including financial statements, contracts, customer summaries, and HR/benefit information. 

• You’ll receive a confirmation of receipt.
• Files are stored in a restricted, access‑logged workspace.
• Only your deal team has access; buyer access is staged and NDA‑bound. 

• Export to PDF where possible; use password protection for spreadsheets if preferred.
• Remove unnecessary PII (SSNs, DOBs) from HR docs or send via a separate encrypted channel.
• Use clear filenames (e.g., 2023-2025_P&L_vFinal.pdf). 

• Share your name or materials outside the staged, NDA‑protected process.
• Blast email lists with your information.
• Disclose customer lists or pricing without strict need‑to‑know protections.
• Pressure you to inform employees or customers before you’re ready.. 

• Will my employees or competitors find out?
  Our marketing is blind, buyer lists are curated, and access is gated behind NDAs with watermarked materials and logged downloads.
• How do you screen buyers?
  We validate fund size, strategy fit, and track record; we also require principal‑level engagement before any access.
• Do I have to use your NDA?
  No. We can use yours or tailor ours. Either way, nothing moves without a signed NDA.
• What information do you need first?
  High‑level financials (last 3 years + TTM), customer concentration, backlog, headcount, and core operations summary. Sensitive items (customer names, pricing) are staged later.
• How long do you keep my documents?
  Only for the duration required by the mandate and legal/record‑keeping obligations; then we archive or delete per our retention policy.efore you’re ready..