HomeMarketplaceAboutPricingGuideContactNewsPublished
Sign InGet Started
Platform overview
INVESTOR ACCOUNT GUIDE

How your Investor
account works
on Mergers UnitedEverything You Need to Do, from Setup to Deal Room.

Choose Investor (Individual) or Investor (Business). Complete the External and Internal Information sections, then submit your Investor Listing for admin approval. After approval, you can review Business and Manufacturer Listings in the Marketplace, send Offers, receive Proposals, and continue through the Deal Room.

YOU DISCOVERBusiness Listings
YOU SENDInvestor Offers
YOU RECEIVEOwner Proposals
HOW IT WORKS

The journey in six simple stages.

01 / ACCOUNT

Tell us how you invest

Choose whether you are investing personally or through a company. This gives you the right workspace for your investment activity.

HOW IT APPEARS IN THE PLATFORM GUIDED VIEW
Mergers United account role selection
02 / INVESTOR LISTING

Describe what you want to find

Tell us the kind of opportunity you are looking for. Complete the External and Internal Information sections so business owners understand your interests before connecting with you.

HOW IT APPEARS IN THE PLATFORM GUIDED VIEW
Mergers United Investor Listing form
03 / ADMIN REVIEW

Get your profile approved

Our team reviews your profile before you enter the Marketplace. This helps keep opportunities and participants credible.

HOW IT APPEARS IN THE PLATFORM GUIDED VIEW
Mergers United admin review status
04 / MARKETPLACE

Discover businesses and manufacturers

Explore approved opportunities and connect with owners. This helps you focus on businesses that may fit what you are looking for.

HOW IT APPEARS IN THE PLATFORM GUIDED VIEW
Mergers United investor account Marketplace
05 / PRE-ACCEPT

Confirm that both sides want to continue

Pre-Accept confirms that the conversation is serious before it moves forward. This saves time and protects private information.

HOW IT APPEARS IN THE PLATFORM GUIDED VIEW
Mergers United Deal Room pre-accept
06 / DEAL ROOM

Evaluate the deal in one place

Continue the conversation, review approved information and documents, and follow progress together until a final decision is reached.

HOW IT APPEARS IN THE PLATFORM GUIDED VIEW
Mergers United Deal Room investor
THE SHARED PROCESS

After Pre-Accept, both sides follow the same Deal Room journey.

01

Review

Open the Deal Room and review the transaction context.

02

Pre-Accept

Confirm initial intent before confidential engagement begins.

03

NDA

The confidentiality record protects both parties.

04

Documents

Approved information and documents stay inside the Deal Room.

05

Diligence

Both sides continue the structured evaluation process.

06

Finalize

Close the journey as an Agreement or Disagreement.

OWNER-CONTROLLED PRIVACY INFORMATIONPrivate Information is never open by default.

The owner approves the Reveal Request. The platform then generates and electronically signs the NDA before controlled access is provided.

KEEP EXPLORING

Now compare the owner side of the same transaction.

Both journeys meet after Pre-Accept, but each side sees different Listings and takes different Marketplace actions.

See the Business Journey