Transaction workspace
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Submit your first transaction opportunity
Start here to open a secure transaction workspace for B&A review.
Your action centre
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Where your mandate goes next
B&A controls qualification, capital matching and introductions. You only see information and actions relevant to your organisation.
My mandates
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Required agreements & transaction readiness
Your live transaction shows the outstanding items B&A has requested for your mandate.
No outstanding transaction requirements have been issued.
MANDATE · Pre-Engagement & Customer Due Diligence
Corporate profiling, ownership, compliance and mandate information required before qualification.
QUALIFY · Mutual Confidentiality & Non-Circumvention Agreement
Protects confidential information and B&A-introduced investor, adviser and counterparty relationships.
QUALIFY · Transaction Documentation & Data Room Readiness Checklist
Tracks legal, project, commercial, financial and transaction-readiness evidence.
REVIEW · Capital Advisory, Origination & Transaction Facilitation Agreement
Main B&A mandate agreement covering platform analysis, investor matching, introductions, fees and specialist-adviser coordination.
Documents
Corporate, project, commercial, financial and technical evidence is collected here. Files are private to your organisation and B&A administrators.
No client-visible documents yet.
Agreements
Applicable agreements will appear here once your mandate reaches the relevant stage.
Deal progress
Client-visible transaction updates will appear here.