Sell-Side Teams can start the process.
Primary sell-side contacts and managers can create draft deals directly from the sell-side portal.
For business owners, brokers, advisors, and Sell-Side Teams
A sell-side experience that works for one deal or a book of deals.
PrivateMarketOS separates sell-side accounts from deals, so your private marketplace can support a business owner representing one company, a broker managing multiple clients, or an advisory firm with team members assigned to selected opportunities.
Sell-side accounts are relationships. Deals are opportunities.
The sell-side portal starts from the sell-side account and lets authorized Sell-Side Team members select, create, and complete intake for specific deals. Deal profile data remains deal-specific, while sell-side legal profile information supports consistent NDA generation.
Business owner
A business owner can use the portal for a single company sale, intake checklist, documents, and deal preparation.
Broker or advisor sell-side account
A sell-side account can represent multiple deals while keeping each opportunity, data room, and intake process separate.
Restricted team access
Sell-Side Team members can be granted all-deal access or restricted to selected mandates.
Sell-side workflow
Manage sell-side account
Create draft deal
Complete deal intake
Set public teaser copy
Upload source materials
Wait for operator onboarding
Continue deal-specific collaboration
Self-service where it helps. Operator review where it matters.
Sell-Side Teams can initiate new deal records, but new opportunities remain Draft / Operator Review until the Marketplace Operator team reviews onboarding, source materials, launch readiness, Acquisition Team assignments, public visibility, and permissions.
Public and pre-NDA cards can be useful without naming the company.
Deal Name and Headline support the full confidential view, while No-NDA Deal Name and No-NDA Headline support public marketplace and unsigned Acquisition Team cards.
The NDA workflow uses structured profile data.
Legal entity name, entity type, jurisdiction, and principal business address help populate the disclosing-party side of the marketplace-standard NDA.