Apply and get approved

Use this when

You're applying, waiting on an application, or weren't approved and want to know why.

PrivSource brings buyers the deals that fit their mandate, and brings advisors the buyers who fit their deal. Our team reviews every application so each side gets in front of serious counterparts.

This guide covers which application to use and how to finish setting up your account.

Step 1: Choose your account type

Apply as a buyer if you acquire companies. Apply as a seller if you represent a company for sale or want to sell your own business.

To apply, click Get Started on our homepage or go to privsource.com/apply.

If you work on both sides, start with the side you use most. Contact us after approval to add the other side to the same account.

Tip: If a colleague already uses PrivSource, ask them to invite you from Team & Settings.

Step 2: Tell us about your firm

Complete the application with your business email, firm details, and relevant experience.

We review every application within 48 hours. You'll be approved, declined, or hear from our team with follow-up questions.

Step 3: Set up your login

Once you're approved, we'll email you a link to set your password. Follow that link before you try to sign in.

If the email hasn't arrived, check your spam folder or contact support@privsource.com with the email address you used to apply.

If your application isn't approved

Read the response from our team. If you think we missed something, reply with the missing details or your questions and we'll review your application again.

Next: Start your free preview and set your mandate.

Frequently asked questions

Can I sign in as soon as I'm approved?

Not until you set your password. Use the link in your approval email first.

Do I need separate logins for buying and selling?

No. One account can hold buyer and seller access. Apply on the side you use most, then ask us to add the other.

Stuck on a step?

Tell us what you need help with.

Related guides