Proprietary deal flow for acquirersmandate matching & priority routing
A written mandate is the filter. Membership is the queue. When several qualified buyers can own the same privately sourced company, Unity does not blast the file. Review order and a short window decide who reads first.
A review window is the period a qualified mandate is invited to read a matched off-market opportunity before the next eligible tier is invited. It exists so a serious buyer can engage ownership, test fit against a thesis, and decide to pursue or pass without a public process forming around the owner.
Exclusivity is a written arrangement on a named situation. Absent that paper, another qualified mandate may see the same file after the window. That is controlled distribution. It is not a promise that you are the only buyer who will ever be told.
Sector, earnings band, geography, and structure are scored before any name moves. A file that misses the thesis is not routed to fill a queue.
When more than one qualified mandate fits, review order is Priority, then Intelligence, then Advantage, then Free. Fit still applies inside each tier.
The first eligible tier receives a defined period to read the file, request an NDA path, and decide. Silence is a pass.
A pass returns the opportunity to the next qualified mandate. A pursue stays inside NDA and a controlled introduction — not a marketed teaser.
Windows are measured in business days and can compress when an owner’s timeline is short, or extend when a written exclusivity arrangement is in place. The figures below are the standard cycle used when several qualified mandates overlap on the same off-market file.
| Tier | Platform fee | Standard window | What it buys |
|---|---|---|---|
| Priority | $500 / mo | Days 1–14 | First in the review queue when mandates overlap. Widest radar, instant alerts, multiple mandates, team workspace. |
| Intelligence | $300 / mo | After Priority | Invited once the Priority window closes or is declined. Pipeline, diligence assistant, instant alerts, mandate-fit scoring. |
| Advantage | $150 / mo | After Intelligence | Still ahead of public marketing on most files. Full briefs and acquisition analyses on marketed inventory. |
| Free | $0 | After paid tiers | Marketplace research and files that were not placed inside the paid review cycle. No claim on first look. |
Platform membership is separate from any transaction success fee. Paying a tier does not purchase exclusivity and does not guarantee that a file will match your mandate.
The owner is not shopped across a list while the window is open. Names, addresses, and operating detail stay behind authorization.
A single-buyer presentation happens only with a written exclusivity arrangement on that opportunity. The default is ordered review.
Tier controls order among qualified buyers. A Priority member whose thesis misses the file does not jump a better-fit mandate in a lower tier.
For acquirers
When several qualified buy-side mandates fit the same off-market opportunity, review order follows membership.
Not a public auction. Mandate-fit scoring still applies inside each tier.
$500/mo
$300/mo
$150/mo
$0/mo
Platform membership is separate from any transaction success fee or advisory compensation under your acquisition agreement with Unity.
Sourcing and routing both start with the brief: sector, size, geography, and structure. Membership only matters after more than one qualified buyer can own the same company.
