After the first conversation
The full package comes through secure follow-up.
Duneland first reviews the summary for fit and identifies missing information. A buyer-match enquiry starts a discussion with our team; it does not notify a buyer directly. For financing work, we agree the engagement scope and any fees before you proceed.
The initial contact form is for a summary. Do not paste credit reports, bank details, personal identifiers or confidential deal documents into it.
For a fuller review, Duneland will agree the scope, any confidentiality arrangements and a secure way to exchange the required material. That may include financial statements, tax returns, an earnings bridge, proposed terms and buyer information. The exact request depends on the transaction and your authority to share it.
To prepare for that discussion, use the capital stack calculatorto outline sources and uses, the personal financial statement templateto organize the buyer’s finances, and the business debt scheduleto list existing obligations. Keep completed financial documents out of the initial form.
Read how buyer qualification works, what the directory review status means or our financing process.