For buyers
- Start your free preview and set your mandate Explore live deals, set your mandate, and see what fits during your free preview. Works in Claude
- Publish a mandate and review matched deals Describe what you want to buy. PrivSource scores every live deal against it and tells you why each one fits. Works in Claude
- Contact a seller about a deal Tell the seller you are interested, get the materials, and keep the conversation in your own inbox. Works in Claude
- Build a Target List of off-market companies Find off-market companies, add data columns, get owner contacts, and export a list for outreach. Works in Claude
For sellers
- Upload a deal and reach buyers who fit Upload your deal, choose who receives buyer interest, and submit it for review. Works in Claude
- Choose who sees your deal and message interested buyers Review matched buyers, choose who receives your deal, and start conversations with interested buyers. Works in Claude
- Build an AI Buyer List to reach the whole market Upload the teaser and get the strategic and financial buyers who best fit your deal, along with why they'd buy it. Works in Claude
- Refine your buyer list, get contacts, and export Tell us which buyers fit, get the M&A contact at each firm, and download a list your team can work from. Works in Claude
Account and billing
- Apply and get approved How to apply, what happens during review, and how to finish your account once you're approved.
- Fix sign-in problems This guide walks you through the most common checks and how to get help.
- Pricing and billing This guide explains plan access, invoices, and cancellation.
- Add teammates and switch between buyer and seller views This guide walks you through inviting teammates, removing access, and switching between buyer and seller views.
- Connect Claude, ChatGPT, or your own agent This guide walks you through enabling access and connecting Claude. Works in Claude
Can't find it? Talk to a person.
Tell us the page and the step where you got stuck. A real person replies the same day.
Email us at support@privsource.com with the subject “Help center question”.