Your clients are experts at running their business—not selling it. That gap creates friction that slows down deals and makes everyone look disorganized.
Your SMB clients have never sold a business before. They don't know what documents buyers need, how to organize them, or what 'good' looks like.
"What format should this be in?" "Where do I upload this?" "Did you get my email?" Your inbox is flooded with back-and-forth that slows everything down.
Documents arrive via email, text, Dropbox links, and USB drives. You're spending hours organizing what clients should have done themselves.
Buyers ask what's still missing. You check your spreadsheet, then check email, then call the client. It's a mess that makes everyone look unprofessional.
Intake forms let SMB clients upload documents to organized sections—no training, no confusion. They look professional, you save hours, and buyers are impressed.
Your client gets a beautiful, sectioned upload portal. They see exactly what's needed, organized by category. No training required—they just upload.
Attach blank forms (personal financial statements, seller disclosures, etc.) right in the upload portal. Clients download, fill out, and upload in the same spot.
See exactly what's been submitted and what's still outstanding. No more spreadsheet tracking or wondering if that document ever arrived.
When buyers see organized documentation in a proper data room, they see a seller who has their act together—which reflects well on you.
See how intake forms transform the client document collection process.
Email client a checklist of 47 items
Send one intake link with organized sections
Get 23 scattered email replies over 3 weeks
Client uploads directly to the right spot
Hunt through inbox to find latest version
Everything in one place, version-tracked
Manually update spreadsheet tracking
Real-time progress dashboard
Buyer asks for something, you scramble
Buyer has secure access, you're notified
"My business owner clients used to be the biggest bottleneck in every deal. Now I send them a Vetting Vault link and they actually look organized. The difference in buyer perception is night and day."
M&A Advisor
Lower Middle Market Transactions
"I was spending 10+ hours per deal just organizing documents my clients sent me. The intake forms changed everything—they upload to the right sections and I just review."
Business Broker
SMB Acquisitions
Set up what documents you need, organized by section
Get a secure link to send to your SMB client
They see organized sections and upload directly—no account needed
See what's submitted, what's missing, in real-time