BuyerPass

For buyers of privately held businesses

Prove you can buy the business. Keep your financial accounts private.

Verify your financial capacity, then share a secure BuyerPass link instead of emailing bank and brokerage statements.

Your first 10 recipient views are free. No credit card required.

How it works

01

Connect your accounts

Read-only connections to your banks and brokerages through Plaid. BuyerPass never sees or stores your institution login.

02

Your access is what gets verified

Signing in at your institution proves you can reach the accounts, and BuyerPass reads the balances. No document upload, no selfie, and nothing for you to pay.

03

Share your verified total

Send a link showing your verified liquid assets and where they are held. Prefer to keep the number private? Show only that you clear a threshold instead.

What the broker sees

One page, no account, no login. Your name, that you signed in at every institution behind the figure, your verified total or a threshold you choose, and which institutions hold it. Account numbers and individual balances are never shown, and you can revoke the link at any time.

See an Example
Verification source
Connected financial institutions
Institutions
Named, with share of total
Account-level balances
Not disclosed
Recipient account required
None
Link expiration
24 hours to 90 days

Pricing

Free

$0

Account connection, a verified capacity profile, and unlimited shareable links. Your first 10 recipient views are included. No card required.

BuyerPass Plus

$5/month

Everything in Free, and recipient views continue once your first 10 are used. Cancel any time. Recipients are never charged.

BuyerPass verifies financial information from connected financial institutions and displays only the financial claim authorized by the account holder. BuyerPass does not guarantee that assets remain available, reserve funds for a transaction, or guarantee that a buyer will complete an acquisition.