VaultolioConfidential M&A Portal
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VaultolioConfidential M&A Portal
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Confidential M&A · Vaultolio
Deal Room
Your path to close
Your broker marks each step as your deal moves forward.
Identity verification
Identity verified
Verified instantly by Stripe Identity — we never received or stored a copy of your ID.
Verify your identity
Confirm who you are in under a minute. You upload your ID directly to Stripe's secure flow — we never see or store it — and sellers see you as a verified, serious buyer.
Thanks — we're confirming your identity. This updates automatically once it's done.
Buyer qualification
Confirm you're a qualified buyer
Before your broker can present confidential opportunities, two items are required. Every file is encrypted the moment it arrives — only you and your broker can ever open it.
Required to begin
- ○ Government-issued ID — driver's license or passport
- ○ Proof of funds or business pre-approval — a bank letter, a recent statement, or a lender pre-approval showing you can fund the acquisition
Your broker may request supporting financials later. The confidentiality agreement comes next — once you're verified.
Buyer NDA & profile
Sign your confidentiality agreement
You're qualified. Before the search opens and confidential business details are shared, a signed NDA must be on file. Download it, sign it, and upload the signed copy.
- Download the NDA (PDF) — don't have it? Your broker will send it directly.
- Sign it (wet or digital signature).
- Upload the signed copy:
Business search
You're verified — the search is on
Your NDA is on file and your qualification is complete. Your broker is now sourcing acquisition opportunities from their network that fit your criteria. You'll be invited into a private deal room the moment there's a match.
- ● Qualification — ID & proof of funds on file
- ● NDA — signed and on file
Your documents
Confidential M&A · Vaultolio
Partner Hub
Your referrals
Clients you've referred
Track everyone you've sent us — we'll move each one along as the conversation progresses.
Refer a client
Your deals
Deals you're working on
A read-only summary of the deals your broker has brought you onto. The full data room stays with the broker.
Settings
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Passkeys
Backup codes
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Phone (SMS recovery)
Legal agreements
You accepted the Privacy Policy and Terms of Service when you created your account. Review them any time.
Privacy & your data
You control how we hold and use your data. Each action below files a record in our audit log; we respond within the SLA documented in our privacy notice.
Download your data
Get a machine-readable JSON copy of everything we store about you: account record, document catalog, and the history of privacy actions you've taken. Document contents stay encrypted at rest and are downloaded individually from the documents view.
Step-up: HIGH (recent strong-factor proof required).
Withdraw consent
Stops marketing communications within 24 hours. Transactional and regulatory notices continue per the privacy notice.
Object to processing
Files an objection that goes to your broker for review. We respond within 30 days (90-day max under the DSAR procedure).
Do Not Sell or Share My Personal Information
We do not sell your personal information. Under the CCPA/CPRA you may still formally opt out of any sharing for cross-context behavioral advertising. See the Do Not Sell or Share section of our privacy notice, or use "Withdraw consent" above.
Delete my account and data
Permanently closes your account and erases the personal data we hold about you — your login credentials, contact details, and security factors — and ends all of your sessions. Documents you previously uploaded are retained under our legal record-retention policy and are no longer accessible to you. Other records we are legally required to keep (such as transaction and audit history) are retained for the period the law requires, then deleted. This cannot be undone.
Step-up: HIGH (recent strong-factor proof required).
Delete your account?
This permanently deletes your account login, contact details, and security factors, and signs you out everywhere. Documents you uploaded are retained under our legal record-retention policy and will no longer be accessible to you. You will not be able to sign back in.
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