Security, privacy and the rules of the table.

Tools, not services.

Mandate is a membership network and software provider. Members find each other, share deals and do the work. Mandate never takes part in a transaction, which is why we never charge for one.

Every member is a real person at a real firm.

Any email works to join. Verification is separate, and nobody can post, match or message until it’s done. Your profile shows how you were verified.

Members re-verify every 12 months, or sooner if they change firms.

No cold outreach. Not possible, not allowed.

A private conversation opens only through a warm intro both people approve, or a deal both sides opted into. There is no paid way around it.

• —Listings are honest and standard. $1M EBITDA floor, standard format, no duplicates, ranges instead of asking prices.
• —NDAs mean what they say. Teaser and data room content stays inside Mandate. Every file carries the viewer’s name.
• —No scraping, no bulk exports, no resale of member or deal information.
• —Enforcement is simple. A first breach gets a written warning. Trying to get around the no-cold-outreach rule, or breaking an NDA, costs the seat.

Built for confidential deals.

• —Encryption in transit (TLS) and at rest for every message, file and recording
• —Data room files carry the viewer’s name and email as a watermark; access can be paused for one person or everyone at once
• —A full audit trail of every view and download, visible to the room owner
• —Two-step sign-in for every member; passkeys and firm single sign-on supported
• —Calls are recorded only with everyone’s consent, and firms can switch recording off entirely
• —Information barriers between teams on firm plans

Found a security issue? Email security@[domain]. We reply within one business day.

Your data is yours.

• —No ads, ever, so there is no ad tracking and nothing to sell
• —We never sell or rent member data, mandates or deal information
• —Owners stay anonymous: name, city and customers stay hidden until the owner accepts a buyer and an NDA is signed
• —Firm names can show as a description, such as “Private credit, Chicago”, until you choose to reveal more
• —Files in a data room belong to whoever uploaded them
• —Download or delete your data at any time from Settings; deleted accounts are purged within 30 days

What you agree to.

• —Plans are billed monthly or annually and priced by your verified role. Owners and independent sponsors are free.
• —Posting a sale costs $500 flat, charged once when the listing is approved. Rejected listings are never charged. The fee is the same whether or not the deal closes, and it never affects ranking.
• —You do your own diligence. Mandate does not check, endorse or guarantee any listing, member or statement.
• —Bankers and brokers are responsible for their own licensing and for representing their own clients.
• —Cancel any time. Your plan runs to the end of the period you paid for.

Questions about any of this?

Email trust@[domain] or ask in the Help Room inside Mandate. Members on firm plans have a named contact for compliance questions.