You are at the final step of the Meeting Room. It's time for you to send a message to your chosen candidate(s) and schedule your first meeting.

Under the "Negotiate" tab, you'll see all the financial advisors who you've executed NDAs with.

Click on the "Message" button to send them an in-platform message.

Clicking on "Message" will open the user drawer. Scroll to the bottom and you'll see a chat box where you can send them a message. You can see the other party's name in the top-left corner of the chat box to keep track of who you're messaging.

You can share deal-related documents with the other party, such as those for due diligence, right underneath the chat box. Simply drag and drop the documents you want to upload into the white box. Or you can click on the white box for your files to open up and you can select the file(s) you want to include.

Congrats! You've made it to the end of the Meeting Room process. Remember, you can repeat this process with other candidates should your initial connection(s) not work out.

Go to Meeting Room Overview for more Meeting Room related support.