Choose who sees your deal and message interested buyers

Use this when

Your deal is live and you see matches, or you shared a deal and want to know what happens next.

Once our Deal Team approves your deal, we match it to buyers on PrivSource whose live mandates fit, and email you when your matches are ready. You see every match first, then decide who gets the deal: share it broadly, or hand-pick each buyer for a tighter process.

This guide walks you through reviewing your matches, sharing your deal, and messaging interested buyers.

Step 1: Review your matches

In the left navigation, click Deals.

Click View Deal on the deal you're working.

You'll see every buyer matched to your deal. Strong fits appear at the top, possible fits further down, and newly matched buyers are highlighted.

Note: Every buyer on PrivSource is vetted by our team for experience.

Step 2: Share your deal

Choose the approach that works for your process.

Option A: Share with all matches

Make sure the Select all box is checked.

Click Share with buyers.

Option B: Hand-pick buyers

For a tighter process, decide on each buyer individually. Each row shows the buyer's name, type, and mandate description.

To learn more about a buyer, click View mandate. You'll see why they fit your deal, along with their full mandate.

To share with a buyer, check the box next to their name.

To pass on a buyer, or if you're already in contact with them, click the X on the far right.

Once you've made a decision on each buyer, click Share with buyers.

Matched buyers with Select all and Share with buyers marked

Step 3: Handle new matches

As new buyers match your deal, we'll email you so you can decide whether they should see it.

💡 Tip: Want to skip the review? Turn on the Auto-share toggle at the top of the deal page, and we'll share your deal with new matches automatically.

The deal page with the Auto-share toggle marked

Messaging interested buyers

Once you share your deal, buyers can indicate interest and send you a message. Their messages go straight to the email address on your PrivSource account.

If an interested buyer hasn't reached out yet, you can message them first:

On the deal page, click Pipeline at the top.

You'll see every buyer you've shared the deal with, including which ones indicated interest.

Click Message to write to a buyer directly.

Your message is sent to the buyer by email, and their reply lands in your inbox.

Note: You can't message buyers who passed on your deal.

The Pipeline tab with buyer responses and the Message button

Do this with Claude

Connect PrivSource to Claude once and run this workflow from a conversation. Same account, same access. Set up the connection

Starter prompt

Full workflow guide →

Copy into Claude

Using PrivSource, list my live deals and show which have buyer mandates matched to them. For [deal name], walk me through the matched buyers ordered by fit — summarize each buyer's mandate and why it matched. Help me save the good fits to the pipeline and hide the poor ones. Don't contact any buyer until I approve the message and the deals to share.

Then try

“Show me the buyers matched to my deal”
“Which of these buyers fit best? Save the top three to the pipeline”
“Draft a message to this buyer and share both matching deals”

Agent instructions

The skill file PrivSource publishes for this workflow. Give it to any agent that supports skills, or read it to see exactly what the tools do.

Raw SKILL.md

Show the full instructions

PrivSource Seller Mandate Matches

Seller mandate match tools are seller-side and deal-oriented: start from the seller's live deals, review the buyer mandates PrivSource matched to each deal, and contact matched buyers by sharing deals. Mandates are only reachable through a match on one of the seller's deals — there is no mandate browse.

Workflow

Call privsource_whoami if unsure whether the account has seller-mandate-matches access.
Call list_seller_deals to see the seller's live deals with match_count, strong_match_count, possible_match_count, and review_state_counts — use them to pick which deal has matches worth reviewing.
Call get_seller_deal_matches with a deal id. Matches come back with the strong fit band leading, each with a fit_band (strong or possible), an explanation, a review_state, and a mandate summary. Filter with review_state (to_review, in_pipeline, hidden, archived); meta.review_state_counts shows the split.
If meta.matches_first_time_finding is true, PrivSource is still building the deal's first matches — say matching is in progress rather than reporting that nothing matched.
A match's mandate summary includes also_matches_deal_ids — the seller's other live deals matched to the same mandate. Call get_seller_mandate_match with the match id for the full mandate, related_matches (every matched deal of the seller's, including this one), and prior_outreach to that buyer.
Call update_seller_mandate_match to record the seller's verdict: review_state: in_pipeline saves the buyer to the deal's pipeline, hidden removes a poor fit from the feed, archived retires an in-pipeline buyer that fell out of the running, and to_review undoes any of them. Set feedback_comment to explain why a buyer is or is not a fit.
Review states act for the whole seller account, so confirm intent before changing them in bulk.

Contacting a Buyer

send_seller_mandate_outreach sends a real message to the matched buyer and shares the chosen deals. The matches are marked contacted and moved to the pipeline. Free buyers can read shared deal profiles and respond. Materials stay locked until a seller message unlocks an Interested share. Use this tool only when the user asks to contact the buyer.

Check prior_outreach on get_seller_mandate_match first to avoid duplicate messages to the same buyer; outreach cannot be unsent.
Confirm with the user which matched deals to share. Take deal_ids from related_matches.
Tell the user that PrivSource sends the standard outreach message. The tool does not accept a custom message body.

Error Handling

"Only matches in the seller pipeline can be archived" means the match is not in the pipeline — move it to in_pipeline first, or use hidden for a poor fit.
Deal ids come from list_seller_deals and related_matches; match ids come from get_seller_deal_matches. Use them verbatim; do not synthesize ids.

Buyer responses and messages

Read buyer_response for Shared, Interested, or Passed status.
The response includes the buyer note and NDA receipt time.
Use send_seller_mandate_message to send an approved message about one matched deal.
This differs from send_seller_mandate_outreach, which shares deals.
A message about an Interested shared deal unlocks its materials and replies for that buyer.
A message before interest does not unlock materials.
The message follows the current dashboard access rules.
Read message_available before offering to send a message.
The gate permits Interested buyers, legacy shares, and shares with no answer for 14 days.
Passed buyers cannot receive a message through this action.
get_seller_mandate_match returns the dashboard message_history and connected state.
It returns buyer_contact only when the dashboard connection rule permits it.
last_messaged_at reports the last seller message time.

Exports

Call get_seller_deal_matches_export with the seller deal id.
The response returns the file directly in export.content. No browser sign-in is needed.
If encoding is base64, decode content to bytes. If it is utf-8, use the text directly.
Save the result using filename and content_type, or analyze the CSV text in the agent.
Check ready first. Unavailable exports return unavailable_reason without file content.
The CSV includes all non-archived dashboard matches and fixed columns. Inactive sponsored accounts cannot download it.
dashboard_url is optional context. It is not required to get the file.

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