Confidentiality

Identities stay hidden by default

A buyer sees a company as an anonymous opportunity. A business owner sees a buyer as a qualified profile with no name and no contact detail. Nothing identifying is shown until every condition of the introduction has been met.

What has to happen before identities are released

The business owner accepts the introduction. The buyer is qualified by Aurevia. Both parties complete identity verification. Both parties accept the marketplace terms. Both parties declare whether they have spoken before. Both parties accept the same confidentiality undertaking.

Only when all of these are in place does Aurevia release identities and contact details and open the deal workspace.

The undertaking

Each party undertakes to keep the existence of the discussion and everything learned in it confidential, to use it only to consider the transaction, to share it only with advisers who are bound by the same duty, and to return or destroy it if the discussion ends.

The undertaking is versioned. The version both parties accepted is frozen against that introduction and never changes.

Using your own document

Either party may propose their own confidentiality document instead. Aurevia stores it privately, shows it to both parties and records the acceptance of each. Aurevia does not write, review or advise on a document it did not author.

Prior discussions

If the parties had already spoken before Aurevia introduced them, that must be declared. The introduction then goes to Aurevia for review before identities are released.