Buyside Collaboration — Roles, Comments, Approvals & Investor-Ready Sharing

Access Control

Search Collaboration

Deal Rooms

Workflow Approvals

Access Control

Give every collaborator the right view at the right time—without the back-and-forth. Roles, watermarks, and share links keep IC memos, LOIs, NDAs, and lender packs controlled and current.

includes:

Role-based access for searchers, interns, advisors, and LP read-only
One-click secure links with expiry and watermarking for sensitive docs
Reviewer gates for IC, legal, and lender checklists (with audit trail)
Real-time presence + @mentions on deals, docs, and tasks

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Search Collaboration

Understand how your search is working as a team. See who’s engaged, what’s blocked, and where discussions stall—so you can nudge momentum, not chase status.

includES:

Response-time and task-completion insights by role (searcher, intern, advisor)
Heatmaps of comment activity on key diligence sections
Flags for unanswered broker questions and aging approvals
Exportable collaboration recap for weekly LP updates

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58%

Faster cross-stakeholder
responses

7-10 hrs

Saved
per week (approx)

Faster
dilligence

“We’ve replaced three other tools and finally kept interns, advisors, and LPs in sync.”

Meet our Searchers

Deal Rooms

All comments, files, and decisions sit in the same context—per target. No missing attachments. No “which version?” pings. Just clear decisions and a single source of truth.

includES:

Structured deal rooms per target (notes, files, comments, versions)
Side-by-side model snapshots and decision history
Month-over-month adoption & engagement (who’s using what)
PDF/CSV exports for IC, lender, and seller read-outs

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Workflow Approvals

Turn messy email trails into one-click approvals. IC sign-off, LOI versions, vendor onboarding, and NDA gates happen where the work lives—with full visibility.

includES:

IC approval flow with required readers and time-boxed SLAs
LOI version control with diff and final watermarking
NDA gating for data room access + automatic revoke on expiry
Lender pack checklist with status chips (requested, sent, approved)

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common questions

We’re here to answer your questions.

Buyside removes ambiguity from collaboration—here’s how it works in practice.

How do roles and permissions work?

Assign roles (Searcher, Intern, Advisor, LP Read-Only) per workspace or per deal. Control who can view, comment, upload, or approve.

Can LPs and lenders collaborate without seeing everything?

Yes—share read-only or time-limited links, watermark documents, and restrict access to specific folders or files.

How do comments and @mentions work?

Comment anywhere—on deals, files, and checklists. Use @mentions to notify teammates, advisors, or LPs; replies are threaded and logged.

What’s included for IC/LOI approvals?

One-click approvals with required readers, deadlines, and an audit trail. LOI versions are diffed, labeled, and watermarked on final.

Does Buyside capture email threads automatically?

Connect Gmail/Outlook to attach broker/owner emails to the right deal—so context stays with the target, not buried in your inbox.

How are diligence checklists handled?

Use our ETA checklist (financial, legal, tax, ops, HR, customers, tech) or import yours. Assign owners, due dates, and status.

How do AI features support collaboration?

AI generates teaser/CIM briefs, drafts LOIs, and summarizes data rooms—so your team comments on the highest-leverage points first.

How long does it take to set up?

Most searchers are collaborating in under an hour: import deals, define your buy box, invite collaborators.

How do I import existing pipelines?

Upload CSV or connect Google Sheets/Airtable; map columns to Buyside fields, then review before publishing.

What should I do first?

1) Build your Buy Box. 2) Import deals. 3) Connect email/storage. 4) Assign initial diligence tasks. 5) Share LP read-only access if needed.

Can I customize stages and fields?

Yes—use ETA defaults (Teaser → CIM → IOI/LOI → Diligence → Financing → Close) or tailor stages/fields to your thesis.

How do I invite advisors, interns, or LPs?

Invite by email and set a role. You can restrict to specific deals or folders and switch roles anytime.

What if I’m mid-search with data everywhere?

Start with active deals only, backfill later. Attach key emails/files to each target so context is consolidated quickly.

Can I revert or export if I change plans?

Always—your data is yours. Export deals, files, and activity in a few clicks; plan changes don’t break your setup.

Can LPs and advisors collaborate without seeing everything?

Yes. Use read-only LP links, role-based access, and per-document permissions. You choose who can comment, approve, or only view. Activity and audit logs keep a record for IC and lenders.

How fast can we get our team working in Buyside?

Most teams collaborate in under an hour. Import deals from Sheets/Airtable, invite interns and advisors, then assign tasks and approvals. No heavy onboarding required.

What if we outgrow the Free plan?

Upgrade anytime—permissions, comments, tasks, and approvals carry over. Pro adds automation, SSO, and advanced exports for LPs and lenders.

Is collaboration secure for sensitive docs like NDAs and LOIs?

Yes. Encryption in transit/at rest, watermarking, expiring links, SSO, and granular roles protect every artifact. You control who sees what, and you can revoke access instantly.

Will Buyside work across time zones and busy schedules?

Absolutely. Notifications respect local times, approvals can be time-boxed, and async comments keep momentum without meetings.

Can we cancel or change plans any time?

Yes—and your collaboration history (comments, approvals, tasks) remains exportable. We earn your trust; we don’t lock you in.

Collaboration that makes every Search seamless