Deal Hub and Tracking Active Deals
This page explains how founders track and manage active M&A conversations once offers move beyond the initial stage. The Deal Hub gives you a structured view of every buyer interaction tied to your business.
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What the Deal Hub Is
The Deal Hub is where all active deals related to your listing are organized.
Once a buyer submits an offer and the conversation progresses, a deal is created automatically. Each deal represents a separate negotiation with a specific buyer.
The Deal Hub allows you to manage multiple deals at the same time without losing visibility into where each conversation stands.
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Viewing Your Active Deals
From your founder account, you can see:
All buyers who currently have access to your listing
Deals that are in progress
Deals that have moved through different stages
Past deal activity
Each deal appears as its own entry and can be opened to view full details.
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Understanding Deal Stages
Each deal moves through clearly defined stages as the process advances.
From the transcript, these stages include:
Access granted to the buyer
Offer submitted
Offer accepted
Due diligence in progress
The current stage of each deal is visible so you always know what action is required from you.
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Viewing Deal Details
When you open a deal, you can see:
The buyer involved in the deal
The offer terms that were submitted
The current deal status
A full history of actions taken by both sides
This includes visibility into when offers were sent, accepted, or updated.
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Managing Multiple Conversations
If you are engaging with more than one buyer:
Each buyer has a separate deal record
Activity is tracked independently
Actions taken in one deal do not affect others
This makes it easier to compare interest levels and manage negotiations in parallel.
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Access and Visibility Within Deals
Within each deal, you can:
See which buyers currently have access
Review access history
Monitor activity related to your listing
You can still revoke access if needed, even while a deal is active.
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How the Deal Hub Fits Into the M&A Process
The Deal Hub acts as the central place to manage your M&A process once buyer interest becomes serious.
It connects:
Your listing
Buyer access
Offers
Due diligence activities
This keeps all deal-related activity in one place.
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What This Page Covers and What Comes Next
This page explains:
What the Deal Hub is
How to track active deals
How to manage multiple buyer conversations
The next page focuses on due diligence tasks and document sharing.
Need help?
Contact our support team and get the help you need.
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