Buyers can monitor mandate matches for free and subscribe when they're ready to access deal materials and contact sellers. Sellers can list and share deals for free, with paid options for AI Buyer Lists.
This guide explains plan access, invoices, and cancellation. See privsource.com/pricing for current plan options.
Step 1: Choose the access you need
Buyers
Buyer membership costs $149 for the first month, then $299 per month. Billing is month-to-month, with no contract.
Membership unlocks full deal materials and seller contact on deals available to your account. It also includes 5,000 credits each month for AI Target Lists. Your firm can invite teammates at no extra cost.
Annual pricing is also available at a lower rate.
Sellers
Listing, matching, and sharing deals are free. A single AI Buyer List costs $199, or subscribe for $299 per month for 10 included full lists each month on the standard plan. Legacy and partner plans can differ. Check the allowance shown in your account.
Note: Buyer and seller subscriptions are separate. If your firm needs paid access to both, contact support@privsource.com . PrivSource never charges a success fee. A listing intermediary may charge a separate buy-side fee. When disclosed, the deal shows a Buy-side fee notice. Check the advisor’s terms before proceeding.
Step 2: Sign up for your membership
Buyers: Click Upgrade to unlock on the homepage banner. The first-month offer appears before you pay.
Sellers buying a single list: Open AI Buyer List and review the access shown for your list. If you have a free sample allowance, start there. Where one-off purchases are available, follow the payment prompt to generate or expand a full list.
Sellers buying a membership: Click Account in the left navigation, then View details in the Buyer List Membership section. Enter your card details to complete your membership.
Step 3: Find invoices and manage billing
Open Account and click View billing history to download invoices.
You can also update the billing name on your account.
Use Manage subscription to review or cancel your subscription. Cancellation takes effect at the end of the current billing period. Your mandates keep matching and sending emails after cancellation.
Request account deletion
To close your account, open Account, find Account deletion, and use Delete my account to contact support. Tell us which firm account you want to close. Cancellation and account deletion are different requests.