How do I share a teaser on Axial?

From the homepage, you can create a new sell-side project with one of two goals: Sell a Business (exit / change of control) or Raise Capital (minority equity or debt).

You’ll be asked to provide some information about the business, for two purposes: to create a teaser, and to inform how our matching engine handles your opportunity.

Once you’ve completed a sell-side project by filling in all of the required fields, Axial will generate a list of recommended buyers or capital providers who fit your opportunity, based on:

  • Transaction Type & Details
  • Project Headline and Description
  • Industry
  • Location
  • Financials

The Axial members who you see on your Recommended Targets list will all have investment criteria that matches your opportunity. You can click into each row to explore the specifics about each member, their company, and why you matched. When you find someone you’d like to reach out to, you can use the sidebar to share your teaser and write a custom message to be included with the email they’ll receive about the deal.

By default, your project’s status is “Not Shared” – which is to say that the only people who have visibility into its existence are you and members of your team.

The project’s status will automatically transition from “Not Shared” to “Active” when you share your teaser with at least one firm on the Recommended Targets list. Thus “Active” projects are projects which have been shared with one or more targets. To share the teaser, first:

Click on the name of a firm, and a sidebar will appear, open to the Details Tab.

If, after reviewing the firm’s details, you’ve decided you’d like to share scroll to the bottom of the sidebar and select the green “Contact” button. At this stage, you can draft a custom message for your recipient, and then confirm the action via the “Privately Share Teaser” button. The recipient will then move to the Contacted Targets list and your deal status will update to active.

If you wish to share your teaser with multiple firms on the Recommended Targets list:

First, check the white box next to each firm you’d like to contact. Or, if you’d like to select the entire list, select the check box at the top of the list to select all.

Next, select “Privately Share Teaser” under the Bulk Actions drop down at the top left of your recommendation list.

Stepping through this flow, you can share your teaser with either the firms you have selected, or the entire list, if you chose to select all. Any firm with which you’ve shared the teaser will move to the Contacted Targets list, where you can track your progress with them, and move through next steps, like sharing the CIM and monitoingr which firms have pursued, declined, or signed an NDA for your deal. Additionally, you can update the status for one, or all, of your contacted targets. These status changes are private to your firm and will not be shared with the your contacted targets.