- Can I Protect Confidential Deal Information Using Charleston Commercial Listings?
- Yes.
Charleston Commercial Listings provides three options to help you control access to confidential information.
During the final step of adding a new Deal you will select how Investors are able access your deal's detailed information.
Three Confidentiality Options:
1. Open Access
2. NDA Required
Investors must sign an NDA before accessing the Deal Summary. In this case, Investors will electronically sign the NDA (which a Sponsor can upload) on our platform and then receive immediate access to the Deal Summary; Sponsor's are notified via email when an Investor has signed their NDA and can download the NDA if desired.
3. Sponsor Contact Required
Investors cannot access confidential information until they receive explicit permission from you.
When an Investor attempts to access a Private Dealpad they will receive a message directing them to first contact the Sponsor.
There are two ways that you can permit Investors to view the Private Dealpad.
- One is to click the button embedded in the email you receive with the Investor's request for access.
- The other is to manually add the Investor to the list of permitted Investors.