TheBigDealScout

SECTION 1 — BASIC INFORMATION

1. Your full legal name (as per PAN)

Mobile

Email

2. Primary PAN Number

I will submit now I will submit after onboarding I’m not registered with PAN (restricted access)

3. Are you registered under any of the following?

RERA MSME Consultant / Advisor Investment / Wealth Advisor None

4. Primary operating city

5. Years active as an intermediary / broker

< 1 year 1–3 years 3–7 years 7–15 years 15+ years

SECTION 2 — DOMAIN & SPECIALISATION

6. Your primary deal domains (Choose up to 3)

Real Estate Assets MSME Business Sale MFD / Financial Services Book Manufacturing Plants Machinery & Industrial Assets Logistics / Transport Retail / Franchise Businesses Distressed Assets / IBC

7. Which type of deals do you close most often?

Asset-only deals Asset + Goodwill Only running businesses Distressed/turnaround Mixed, no specific focus

8. Your strongest sector knowledge is in:

Manufacturing MSMEs Trading / Distribution Service Businesses Financial distribution (MFD, Insurance, etc.) Real Estate & Land

SECTION 3 — DEAL EXPERIENCE

9. Total number of deals you have personally been part of (last 5 years)?

0–3 4–10 11–30 30+

10. Number of fully closed transactions led by you (last 3 years)?

0–2 3–5 6–15 15+

11. Your average deal size historically:

Below ₹50 lakh ₹50 lakh – ₹2 crore ₹2 – ₹10 crore ₹10 crore+

12. Your closest role in past deals:

Sell-side broker Buy-side broker Both equally Consultant / advisor only Referral intermediary

SECTION 4 — CLIENT BASE & NETWORK

13. Your active client base consists of:

Mostly sellers Mostly buyers Balanced mix Mostly investors / capital partners Mixed without focus

14. No. of active clients you service currently:

<10 10–25 25–75 75+

15. How many serious buyers can deploy capital in 90 days?

None 1–3 4–10 10+

16. Average capital size of your buyer network:

Under ₹50 lakh ₹50 lakh – ₹3 crore ₹3 – ₹15 crore ₹15 crore+

SECTION 5 — PROCESS & PROFESSIONAL DISCIPLINE

17. How do you manage deals today?

Excel + WhatsApp CRM + structured follow-ups Memory + phone Mixed but inconsistent

18. When do you usually involve legal and financial due diligence?

Before LOI After LOI Only if client insists Rarely

19. If a deal faces objections or delays, how do you handle it?

Stay with deal, solve problems Escalate to clients Move to new deal Usually disengage

20. Do you take mandates or just circulate deals?

Only mandate-based Mostly mandates Mix of both Mostly circulated deals

SECTION 6 — ETHICS & CONFLICT HANDLING

21. If both buyer and seller offer different commissions, what do you do?

Declare both and stay neutral Prioritise who pays more Drop one party Haven’t faced this situation

22. How do you handle confidential information?

NDAs + controlled sharing Only with serious prospects Often shared to test interest No fixed method

23. Have you ever been involved in a dispute or legal case due to deal practices?

No Yes, settled Yes, ongoing Prefer not to say

SECTION 7 — EXPECTATIONS & PLATFORM ALIGNMENT

24. Your expectation from this platform:

Regular deal flow Access to verified buyers Reputation & brand association All of the above

25. Your preferred revenue model:

Success fee only Retainer + success fee Percentage commission only Open to platform model

26. Are you willing to commit to platform protocols (NDA, disclosure, reporting)?

Yes fully Yes if practical Selectively No